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Community Bank
CBU

206 hedge funds and large institutions have $2.13B invested in Community Bank in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

0.08% more ownership

Funds ownership: 71.4% → 71.48% (+0.08%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 208 → 206 (-2)

4% less capital invested

Capital invested by funds: $2.23B → $2.13B (-$93.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
206
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
71
Reduced
52
Closed
24
Calls
–
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$997K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$10.6M
3
State Street
State Street
Massachusetts
+$8.7M
4
BlackRock
BlackRock
New York
+$8.64M
5
First Trust Advisors
First Trust Advisors
Illinois
+$4.25M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$15.4M
2
Northern Trust
Northern Trust
Illinois
-$13.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.8M
4
EAM
Eagle Asset Management
Florida
-$5.61M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LB
151
Landmark Bank
Missouri
$265K – – –
US Bancorp
152
US Bancorp
Minnesota
$264K +$78.5K +1,300 +40%
SSA
153
Schonfeld Strategic Advisors
New York
$258K +$267K +4,425 New
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$256K +$8.52K +141 +3%
HTC
155
Haverford Trust Company
Pennsylvania
$249K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$249K +$21.6K +358 +9%
PFA
157
Pathway Financial Advisors
Vermont
$248K – – –
GWM
158
Geneos Wealth Management
Colorado
$243K – – –
AIP
159
Ameritas Investment Partners
Nebraska
$242K – – –
ECM
160
Everence Capital Management
Indiana
$238K – – –
HA
161
Harbor Advisors
Florida
$237K – – –
CNBT
162
Canandaigua National Bank & Trust
New York
$235K -$9.96K -165 -4%
AB
163
AT Bancorp
Iowa
$233K – – –
HCM
164
Howland Capital Management
Massachusetts
$233K – – –
KC
165
Knuff & Co
California
$233K +$242K +4,000 New
BWP
166
Bernardo Wealth Planning
Pennsylvania
$216K +$223K +3,699 New
CYG
167
Clean Yield Group
Vermont
$209K – – –
AOWM
168
Alpha Omega Wealth Management
Virginia
$202K – – –
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$193K – – –
HFM
170
Hartford Financial Management
Connecticut
$175K – – –
LIA
171
LS Investment Advisors
Michigan
$154K +$74K +1,225 +87%
QAM
172
QCI Asset Management
New York
$136K – – –
DWM
173
Destination Wealth Management
California
$117K – – –
AG
174
Advisor Group
Arizona
$98K +$5.43K +90 +6%
WEC
175
Winslow Evans & Crocker
Massachusetts
$82K – – –
5 6
7
8 9

CBU Hedge Fund Activity: Q4 2018 in Review

206 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2018, worth a combined $2.13B — down 4.2% from $2.23B a quarter earlier.

Fund positioning in CBU was balanced in Q4 2018: 24 funds opened new positions, 24 closed out, 71 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.1M. The largest seller was Macquarie Group, cutting an estimated $15.4M.

  • 206 institutional investors held Community Bank (CBU) as of Q4 2018, down from 208 in Q3 2018.
  • Funds reported $2.13B of Community Bank stock for Q4 2018, down 4.2% quarter-over-quarter.
  • 24 funds opened new Community Bank positions in Q4 2018 and 24 closed out, a net change of 0 holders.
  • The largest Community Bank buyer in Q4 2018 was Vanguard Group, an estimated $12.1M added.
  • The largest Community Bank seller in Q4 2018 was Macquarie Group, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2018.