Community Bank
145 hedge funds and large institutions have $887M invested in Community Bank in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding
Funds holding: 145 → 145 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.96% less ownership
Funds ownership: 65.93% → 64.97% (-0.96%)
9% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 53
9% less capital invested
Capital invested by funds: $971M → $887M (-$83.6M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $272K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$5.6M |
| 2 |
CFS
Community Financial System
Dewitt,
New York
|
+$4.03M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$2.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.68M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$17.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$14.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$3.72M |
| 4 |
Neuberger Berman Group
New York
|
-$2.56M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
151
Absolute Return Capital
Boston,
Massachusetts
| – | -$187K | -5,170 | Closed |
|
|
VFA
152
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$126K | -3,471 | Closed |
|
153
M&T Bank
Buffalo,
New York
| – | -$94K | -2,600 | Closed |
|
|
HI
154
Hudock Inc
Williamsport,
Pennsylvania
| – | -$5K | -142 | Closed |
|
|
NFG
155
Next Financial Group
Houston,
Texas
| – | -$3K | -72 | Closed |
|
CBU Hedge Fund Activity: Q3 2014 in Review
145 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2014, worth a combined $887M — down 8.6% from $971M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CBU positions and 10 closed out — a net gain of 1 holder — while 48 added to existing stakes and 53 trimmed.
The largest buyer was Denver Investment Advisors, adding an estimated $5.6M. The largest seller was Luther King Capital Management (LKCM), cutting an estimated $17.8M.
- 145 institutional investors held Community Bank (CBU) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $887M of Community Bank stock for Q3 2014, down 8.6% quarter-over-quarter.
- 11 funds opened new Community Bank positions in Q3 2014 and 10 closed out, a net change of +1 holder.
- The largest Community Bank buyer in Q3 2014 was Denver Investment Advisors, an estimated $5.6M added.
- The largest Community Bank seller in Q3 2014 was Luther King Capital Management (LKCM), an estimated $17.8M sold.
Based on aggregated 13F filings for Q3 2014.