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Community Bank

244 hedge funds and large institutions have $2.06B invested in Community Bank in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $577K | Put options by funds: $79K

1.04% more ownership

Funds ownership: 71.93%72.98% (+1%)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

4% less funds holding

Funds holding: 254244 (-10)

13% less capital invested

Capital invested by funds: $2.36B → $2.06B (-$295M)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
87
Reduced
82
Closed
34
Calls
$577K
Puts
$79K
Net Calls
+$498K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
151
Trust Company of Vermont
Vermont
$335K -$8.08K -138 -2%
Wellington Management Group
152
Wellington Management Group
Massachusetts
$328K -$347K -5,932 -49%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$314K -$399K -6,816 -53%
CW
154
CreativeOne Wealth
Kansas
$311K -$23K -392 -6%
MNBTD
155
Moody National Bank Trust Division
Texas
$308K +$74.5K +1,271 +28%
Creative Planning
156
Creative Planning
Kansas
$305K +$3.16K +54 +0.9%
BCM
157
Brookstone Capital Management
Illinois
$301K
DT
158
Diversified Trust
Tennessee
$291K
SFG
159
Socha Financial Group
New York
$286K
CNC
160
Citizens & Northern Corp
Pennsylvania
$274K
II
161
Inspire Investing
Idaho
$273K +$85.3K +1,457 +39%
CPSC
162
Carl P. Sherr & Co
Massachusetts
$272K
MWM
163
Melfa Wealth Management
Massachusetts
$256K -$17.4K -297 -6%
PA
164
Profund Advisors
Maryland
$250K +$59.4K +1,014 +27%
HCM
165
Howland Capital Management
Massachusetts
$246K
LD
166
Lipe & Dalton
New York
$245K
VI
167
Versor Investments
New York
$244K -$35.1K -600 -11%
HWAM
168
Hennion & Walsh Asset Management
New Jersey
$244K -$5.51K -94 -2%
PFSC
169
Peoples Financial Services Corp
Pennsylvania
$241K
Corient Private Wealth
170
Corient Private Wealth
Florida
$237K +$264K +4,506 New
CGH
171
Crossmark Global Holdings
Texas
$232K -$9.02K -154 -3%
FB
172
Fulton Bank
Pennsylvania
$232K +$13.9K +238 +6%
KBC Group
173
KBC Group
Belgium
$231K
AC
174
AXQ Capital
New Jersey
$231K +$258K +4,400 New
AIP
175
Ameritas Investment Partners
Nebraska
$224K

CBU Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2023, worth a combined $2.06B — down 13% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CBU and 26 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $27.6M. The largest seller was Invesco, cutting an estimated $15.9M.

  • 244 institutional investors held Community Bank (CBU) as of Q1 2023, down from 254 in Q4 2022.
  • Funds reported $2.06B of Community Bank stock for Q1 2023, down 13% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q1 2023 and 34 closed out, a net change of -8 holders.
  • The largest Community Bank buyer in Q1 2023 was State Street, an estimated $27.6M added.
  • The largest Community Bank seller in Q1 2023 was Invesco, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.