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Community Bank

199 hedge funds and large institutions have $1.86B invested in Community Bank in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 191199 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$88.9M)

1.42% less ownership

Funds ownership: 69.66%68.24% (-1.4%)

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
74
Reduced
48
Closed
18
Calls
$860K
Puts
Net Calls
+$860K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$33K +$33.6K +618 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$29K
VNA
178
Valley National Advisers
Pennsylvania
$26K
EARNEST Partners
179
EARNEST Partners
Georgia
$23K +$23.1K +425 New
SFG
180
SevenBridge Financial Group
Pennsylvania
$22K
NIT
181
NumerixS Investment Technologies
British Columbia, Canada
$22K +$21.7K +400 New
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$15K -$36.3K -668 -70%
GAM
183
Gemmer Asset Management
California
$15K
ST
184
Smithfield Trust
Pennsylvania
$10K +$9.78K +180 New
IA
185
IFP Advisors
Florida
$6K
SPIA
186
Steward Partners Investment Advisory
New York
$6K
GT
187
Glenmede Trust
Pennsylvania
$5K
VIA
188
Vantage Investment Advisors
Pennsylvania
$5K
MPPLM
189
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5K +$5K +92 New
SEI Investments
190
SEI Investments
Pennsylvania
$4K -$3.53K -65 -45%
QCG
191
Quadrant Capital Group
Ohio
$4K
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.15K +58 +290%
STA
193
Summit Trail Advisors
New York
$4K +$3.48K +64 New
AssetMark Inc
194
AssetMark Inc
California
$3K +$1.96K +36 +225%
AWM
195
AllSquare Wealth Management
New York
$2K
PA
196
Parallel Advisors
California
$2K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$2K
FGC
198
Financial Gravity Companies
Texas
$1K +$1.03K +19 New
PCG
199
Private Capital Group
Connecticut
$54 +$54.6K +1,005 New
Robeco Institutional Asset Management
200
Robeco Institutional Asset Management
Netherlands
-$6.34M -114,809 Closed

CBU Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2017, worth a combined $1.86B — down 4.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CBU positions and 18 closed out — a net gain of 8 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14.6M. The largest seller was State Street, cutting an estimated $61M.

  • 199 institutional investors held Community Bank (CBU) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.86B of Community Bank stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q4 2017 and 18 closed out, a net change of +8 holders.
  • The largest Community Bank buyer in Q4 2017 was Millennium Management, an estimated $14.6M added.
  • The largest Community Bank seller in Q4 2017 was State Street, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2017.