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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
WT
126
Whittier Trust
California
$45K
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$41K +$38.4K +1,040 New
MFS
128
MSI Financial Services
Massachusetts
$40K -$37K -1,000 -50%
QAM
129
QCI Asset Management
New York
$40K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$32K
WTC
131
WhitTier Trust Company
Nevada
$28K
EARNEST Partners
132
EARNEST Partners
Georgia
$25K +$23.1K +625 New
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$25K +$23.4K +633 New
HNB
134
Huntington National Bank
Ohio
$20K
VIA
135
Vantage Investment Advisors
Pennsylvania
$20K +$18.5K +500 New
DIA
136
Denver Investment Advisors
Colorado
$15.9K -$4.83M -130,683 -25%
HI
137
Hudock Inc
Pennsylvania
$6K
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$2K -$1.4K -38 -45%
PAS
139
Partnervest Advisory Services
California
$2K
ASN
140
Advisory Services Network
Georgia
$2K +$2.29K +62 New
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22K +$84.5K +2,286 +8%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
-$991K -29,046 Closed
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
-$498K -14,600 Closed
NB
144
NBT Bank
New York
-$261K -7,640 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
-$259K -7,600 Closed
WMSA
146
Weiss Multi-Strategy Advisers
New York
-$223K -6,550 Closed
MA
147
MUFG Americas
New York
-$14K -400 Closed
PCM
148
Prelude Capital Management
New York
-$3K -100 Closed

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.