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Community Bank
CBU

145 hedge funds and large institutions have $971M invested in Community Bank in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

987% more call options, than puts

Call options by funds: $250K | Put options by funds: $23K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 137 → 145 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 66.81% → 65.93% (-0.88%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

8% less capital invested

Capital invested by funds: $1.05B → $971M (-$83.7M)

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
45
Reduced
47
Closed
9
Calls
$250K
Puts
$23K
Net Calls
+$227K
Net Calls Change
-$199K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$14.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.42M
3
SM
Stratton Management
Pennsylvania
+$2.42M
4
BIT
BlackRock Institutional Trust
California
+$2.05M
5
Invesco
Invesco
Georgia
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$10.2M
2
GC
Guggenheim Capital
Illinois
-$9.04M
3
TA
Teachers Advisors
New York
-$6.91M
4
BFA
BlackRock Fund Advisors
California
-$4.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Profund Advisors
Maryland
$326K -$29.1K -789 -8%
Renaissance Technologies
102
Renaissance Technologies
New York
$297K +$303K +8,200 New
AWA
103
ARS Wealth Advisors
Florida
$280K – – –
DT
104
Diversified Trust
Tennessee
$278K +$284K +7,680 New
PAG
105
Pinnacle Advisory Group
Maryland
$271K – – –
WCM
106
Wedge Capital Management
North Carolina
$256K +$261K +7,075 New
AF
107
Arrow Financial
New York
$235K – – –
BRWM
108
B. Riley Wealth Management
Tennessee
$229K +$1.55K +42 +0.7%
HFM
109
Hartford Financial Management
Connecticut
$228K – – –
PI
110
PineBridge Investments
New York
$226K -$142K -3,852 -38%
JWBC
111
J.W. Burns & Co
New York
$223K +$228K +6,172 New
JGUA
112
John G. Ullman & Associates
New York
$212K – – –
OA
113
OFI Advisors
Pennsylvania
$188K -$332 -9 -0.2%
ARC
114
Absolute Return Capital
Massachusetts
$187K +$191K +5,170 New
MSA
115
Mason Street Advisors
Wisconsin
$185K +$6.13K +166 +3%
U
116
UBS
Switzerland
$167K -$7.53K -204 -4%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$148K +$8.79K +238 +6%
TCOV
118
Trust Company of Vermont
Vermont
$145K – – –
VFA
119
Virtus Fund Advisers
Connecticut
$126K +$128K +3,471 New
Canada Life
120
Canada Life
Manitoba, Canada
$118K +$66K +1,787 +120%
Bessemer Group
121
Bessemer Group
New Jersey
$104K +$3.06K +83 +3%
M&T Bank
122
M&T Bank
New York
$94K – – –
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$90K +$775 +21 +0.9%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$85K +$6.64K +180 +8%
Citigroup
125
Citigroup
New York
$81K -$274K -7,418 -77%
3 4
5
6 7

CBU Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2014, worth a combined $971M — down 7.9% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CBU positions and 9 closed out — a net gain of 8 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Norges Bank, adding an estimated $14.9M. The largest seller was Luther King Capital Management (LKCM), cutting an estimated $10.2M.

  • 145 institutional investors held Community Bank (CBU) as of Q2 2014, up from 137 in Q1 2014.
  • Funds reported $971M of Community Bank stock for Q2 2014, down 7.9% quarter-over-quarter.
  • 17 funds opened new Community Bank positions in Q2 2014 and 9 closed out, a net change of +8 holders.
  • The largest Community Bank buyer in Q2 2014 was Norges Bank, an estimated $14.9M added.
  • The largest Community Bank seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2014.