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Community Bank
CBU

Overview Fund Activity

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
Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
4.1%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$419M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.27M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$23.5M
5
CIP
5
Champlain Investment Partners
Vermont
$60M

Top Sellers

1
NIG
1
NFJ Investment Group
Texas
$4M
2
Millennium Management
2
Millennium Management
New York
$11.7M
3
State Street
3
State Street
Massachusetts
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.54M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$907K
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
151
Jump Financial
Illinois
$453K +$453K +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 +$5.41K +86 +1%
SSA
156
Schonfeld Strategic Advisors
New York
$409K -$519K -8,249 -56%
AIM
157
Aigen Investment Management
New York
$406K +$406K +6,457 New
CW
158
CreativeOne Wealth
Kansas
$398K -$25.8K -410 -6%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$396K -$95.1K -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 +$3.71K +59 +1%
DT
163
Diversified Trust
Tennessee
$349K +$4.53K +72 +1%
SFG
164
Socha Financial Group
New York
$343K – – –
JIR
165
James Investment Research
Ohio
$341K – – –
VI
166
Versor Investments
New York
$331K -$545K -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 +$326K +5,172 New
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$299K -$4.85K -77 -2%
HCM
171
Howland Capital Management
Massachusetts
$295K – – –
LD
172
Lipe & Dalton
New York
$294K -$60.1K -953 -17%
PFSC
173
Peoples Financial Services Corp
Pennsylvania
$290K – – –
MNBTD
174
Moody National Bank Trust Division
Texas
$289K -$23.8K -378 -8%
CGH
175
Crossmark Global Holdings
Texas
$287K -$9.61K -153 -3%
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7
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