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Community Bank

222 hedge funds and large institutions have $1.92B invested in Community Bank in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $488K | Put options by funds: $159K

3.19% more ownership

Funds ownership: 72.98%76.17% (+3.2%)

7% less capital invested

Capital invested by funds: $2.06B → $1.92B (-$145M)

9% less funds holding

Funds holding: 244222 (-22)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
86
Closed
40
Calls
$488K
Puts
$159K
Net Calls
+$329K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Baystate Wealth Management
Massachusetts
$878K +$8.04K +164 +0.9%
LPL Financial
102
LPL Financial
California
$868K +$9.12K +186 +1%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$856K -$742K -15,130 -45%
American Century Companies
104
American Century Companies
Missouri
$837K +$352K +7,188 +67%
AWAP
105
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$818K -$19.7K -402 -2%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$802K +$46.2K +943 +6%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$785K -$29.4K -600 -3%
LIC
108
Laurus Investment Counsel
Canada
$767K
GCP
109
GSA Capital Partners
United Kingdom
$767K +$599K +12,220 +295%
Victory Capital Management
110
Victory Capital Management
Texas
$763K +$72.5K +1,479 +10%
HI
111
HBK Investments
Texas
$736K +$769K +15,694 New
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$735K -$592K -12,083 -44%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$713K +$402K +8,199 +117%
ASRS
114
Arizona State Retirement System
Arizona
$710K -$20.7K -422 -3%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$709K -$316K -6,440 -30%
QC
116
Quadrature Capital
United Kingdom
$706K +$127K +2,600 +21%
RJA
117
Raymond James & Associates
Florida
$642K -$1.91K -39 -0.3%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$631K -$8.48K -173 -1%
SFS
119
Strategic Financial Services
New York
$577K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$561K -$120K -2,449 -19%
Allianz Asset Management
121
Allianz Asset Management
Germany
$516K -$299K -6,100 -36%
MWP
122
Meridian Wealth Partners
Pennsylvania
$510K -$98 -2 -0%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$508K +$531K +10,832 New
MOACM
124
Mutual of America Capital Management
New York
$492K -$28K -571 -5%
SEI Investments
125
SEI Investments
Pennsylvania
$480K +$137K +2,790 +37%

CBU Hedge Fund Activity: Q2 2023 in Review

222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2023, worth a combined $1.92B — down 7% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CBU and 19 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was State Street, cutting an estimated $27M.

  • 222 institutional investors held Community Bank (CBU) as of Q2 2023, down from 244 in Q1 2023.
  • Funds reported $1.92B of Community Bank stock for Q2 2023, down 7% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q2 2023 and 40 closed out, a net change of -21 holders.
  • The largest Community Bank buyer in Q2 2023 was Goldman Sachs, an estimated $101M added.
  • The largest Community Bank seller in Q2 2023 was State Street, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2023.