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Community Bank

254 hedge funds and large institutions have $2.36B invested in Community Bank in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $233K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

2% more funds holding

Funds holding: 249254 (+5)

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

0% more capital invested

Capital invested by funds: $2.35B → $2.36B (+$11M)

0.87% less ownership

Funds ownership: 72.8%71.93% (-0.87%)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
86
Reduced
85
Closed
24
Calls
$1.15M
Puts
$233K
Net Calls
+$918K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
JF
151
Jump Financial
Illinois
$453K +$450K +7,195 New
CPIA
152
Cornell Pochily Investment Advisors
New York
$430K
MA
153
Minerva Advisors
Pennsylvania
$416K
TCOV
154
Trust Company of Vermont
Vermont
$410K +$1.13K +18 +0.3%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$409K +$5.38K +86 +1%
SSA
156
Schonfeld Strategic Advisors
New York
$409K -$516K -8,249 -56%
AIM
157
Aigen Investment Management
New York
$406K +$404K +6,457 New
CW
158
CreativeOne Wealth
Kansas
$398K -$25.6K -410 -6%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$396K -$94.5K -1,511 -19%
BCM
160
Brookstone Capital Management
Illinois
$388K
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$370K +$150K +2,392 +68%
Creative Planning
162
Creative Planning
Kansas
$362K +$3.69K +59 +1%
DT
163
Diversified Trust
Tennessee
$349K +$4.5K +72 +1%
SFG
164
Socha Financial Group
New York
$343K
JIR
165
James Investment Research
Ohio
$341K
VI
166
Versor Investments
New York
$331K -$541K -8,653 -62%
CNC
167
Citizens & Northern Corp
Pennsylvania
$328K
CPSC
168
Carl P. Sherr & Co
Massachusetts
$327K
MWM
169
Melfa Wealth Management
Massachusetts
$326K +$323K +5,172 New
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$299K -$4.81K -77 -2%
HCM
171
Howland Capital Management
Massachusetts
$295K
LD
172
Lipe & Dalton
New York
$294K -$59.6K -953 -17%
PFSC
173
Peoples Financial Services Corp
Pennsylvania
$290K
MNBTD
174
Moody National Bank Trust Division
Texas
$289K -$23.6K -378 -8%
CGH
175
Crossmark Global Holdings
Texas
$287K -$9.57K -153 -3%

CBU Hedge Fund Activity: Q4 2022 in Review

254 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2022, worth a combined $2.36B — up 0.47% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 24 closed out — a net gain of 9 holders — while 86 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.6M. The largest seller was NFJ Investment Group, cutting an estimated $21.9M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2022, up from 249 in Q3 2022.
  • Funds reported $2.36B of Community Bank stock for Q4 2022, up 0.47% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Community Bank buyer in Q4 2022 was Morgan Stanley, an estimated $70.6M added.
  • The largest Community Bank seller in Q4 2022 was NFJ Investment Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.