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Community Bank

254 hedge funds and large institutions have $2.38B invested in Community Bank in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,700% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $6K

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

9% more capital invested

Capital invested by funds: $2.18B → $2.38B (+$201M)

1.98% more ownership

Funds ownership: 71.26%73.24% (+2%)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% less funds holding

Funds holding: 255254 (-1)

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
93
Reduced
76
Closed
32
Calls
$1.13M
Puts
$6K
Net Calls
+$1.12M
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
151
Allianz Asset Management
Germany
$426K -$762K -11,900 -63%
CPIA
152
Cornell Pochily Investment Advisors
New York
$422K
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$419K
ILI
154
Invesco LLC (Illinois)
Illinois
$417K +$28.3K +442 +7%
TCOV
155
Trust Company of Vermont
Vermont
$411K +$1.6K +25 +0.4%
MA
156
Minerva Advisors
Pennsylvania
$408K
II
157
Inspire Investing
Idaho
$401K -$40.1K -626 -9%
AFG
158
Allegheny Financial Group
Pennsylvania
$387K +$8.64K +135 +2%
CWM
159
Congress Wealth Management
Massachusetts
$386K +$401K +6,256 New
RAM
160
Riggs Asset Management
Pennsylvania
$378K +$48K +750 +14%
QCM
161
QRG Capital Management
Illinois
$360K -$2.11K -33 -0.6%
Marshall Wace
162
Marshall Wace
United Kingdom
$358K -$491K -7,670 -57%
CC
163
Centiva Capital
New York
$341K -$276K -4,303 -44%
SFG
164
Socha Financial Group
New York
$336K
AIP
165
Ameritas Investment Partners
Nebraska
$327K
BEI
166
Benjamin Edwards Inc
Missouri
$316K +$34.8K +544 +12%
PFSC
167
Peoples Financial Services Corp
Pennsylvania
$315K -$20K -312 -6%
AAS
168
Avantax Advisory Services
Texas
$308K +$3.78K +59 +1%
CWM
169
CIBC World Markets
New York
$302K +$313K +4,895 New
MWM
170
Melfa Wealth Management
Massachusetts
$298K
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$296K +$36.4K +568 +13%
DHC
172
Drum Hill Capital
Connecticut
$291K +$302K +4,718 New
AWM
173
AE Wealth Management
Kansas
$281K +$292K +4,558 New
JWBC
174
J.W. Burns & Co
New York
$262K -$2.37K -37 -0.9%
IA
175
IFG Advisory
Georgia
$259K +$269K +4,203 New

CBU Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2024, worth a combined $2.38B — up 9.3% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 32 closed out — a net gain of 1 holder — while 93 added to existing stakes and 76 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $33.6M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.38B of Community Bank stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2024 and 32 closed out, a net change of +1 holder.
  • The largest Community Bank buyer in Q4 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $33.6M added.
  • The largest Community Bank seller in Q4 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.