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Community Bank

141 hedge funds and large institutions have $1.03B invested in Community Bank in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $357K | Put options by funds: $60K

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $904M → $1.03B (+$123M)

6% more funds holding

Funds holding: 133141 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 65.92%65.23% (-0.68%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
43
Reduced
55
Closed
7
Calls
$357K
Puts
$60K
Net Calls
+$297K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$384K -$18.8K -509 -5%
DT
102
Diversified Trust
Tennessee
$356K
HW
103
Hancock Whitney
Mississippi
$337K +$314K +8,500 New
AWA
104
ARS Wealth Advisors
Florida
$307K +$286K +7,730 New
PAG
105
Pinnacle Advisory Group
Maryland
$297K
SG Americas Securities
106
SG Americas Securities
New York
$264K -$152K -4,121 -38%
AF
107
Arrow Financial
New York
$257K +$240K +6,484 New
MSA
108
Mason Street Advisors
Wisconsin
$255K +$18.6K +503 +9%
HFM
109
Hartford Financial Management
Connecticut
$249K
JGUA
110
John G. Ullman & Associates
New York
$232K +$216K +5,846 New
CNC
111
Citizens & Northern Corp
Pennsylvania
$207K +$193K +5,216 New
U
112
UBS
Switzerland
$202K +$17.4K +471 +10%
OA
113
OFI Advisors
Pennsylvania
$185K +$11.8K +318 +7%
TCOV
114
Trust Company of Vermont
Vermont
$159K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$124K -$28.4K -769 -20%
Bessemer Group
116
Bessemer Group
New Jersey
$111K
M&T Bank
117
M&T Bank
New York
$103K
Barclays
118
Barclays
United Kingdom
$87K -$630K -17,037 -88%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$79K +$48.1K +1,302 +190%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$64.6K -$490K -13,264 -89%
Canada Life
121
Canada Life
Manitoba, Canada
$60K +$55.1K +1,491 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$57K -$129K -3,479 -71%
PFSC
123
Peoples Financial Services Corp
Pennsylvania
$50K +$46.5K +1,257 New
BlackRock
124
BlackRock
New York
$49K -$1.51K -41 -3%
TRCT
125
Tower Research Capital (TRC)
New York
$47K -$60.8K -1,644 -58%

CBU Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2013, worth a combined $1.03B — up 14% from $904M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CBU positions and 7 closed out — a net gain of 9 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $3.52M. The largest seller was Denver Investment Advisors, cutting an estimated $4.83M.

  • 141 institutional investors held Community Bank (CBU) as of Q4 2013, up from 133 in Q3 2013.
  • Funds reported $1.03B of Community Bank stock for Q4 2013, up 14% quarter-over-quarter.
  • 16 funds opened new Community Bank positions in Q4 2013 and 7 closed out, a net change of +9 holders.
  • The largest Community Bank buyer in Q4 2013 was State Street, an estimated $3.52M added.
  • The largest Community Bank seller in Q4 2013 was Denver Investment Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2013.