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Community Bank

210 hedge funds and large institutions have $2.24B invested in Community Bank in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.76M

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.66% more ownership

Funds ownership: 72.73%73.39% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 214210 (-4)

16% less capital invested

Capital invested by funds: $2.67B → $2.24B (-$430M)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
73
Reduced
72
Closed
21
Calls
$1.98M
Puts
$1.76M
Net Calls
+$218K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$73.3K +$13.7K +211 +20%
CFFP
177
Center for Financial Planning
Michigan
$69K
QAM
178
QCI Asset Management
New York
$69K +$32.4K +500 +75%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$1.49K +23 +2%
PI
180
PineBridge Investments
New York
$60K -$1.62M -24,973 -96%
MRCM
181
M&R Capital Management
New Jersey
$58K
EIP
182
Ellis Investment Partners
Pennsylvania
$57K
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$52K -$46.9K -723 -45%
VCM
184
Versant Capital Management
Arizona
$40K +$26.5K +409 +143%
MWM
185
MBE Wealth Management
Wisconsin
$36K +$40.4K +623 New
WEC
186
Winslow Evans & Crocker
Massachusetts
$32K -$22.1K -340 -39%
PCG
187
Private Capital Group
Connecticut
$30K +$14.5K +224 +79%
OAJ
188
Ogorek Anthony Joseph
New York
$29K +$32.2K +496 New
AIC
189
Archer Investment Corporation
Indiana
$28K
SFS
190
Sowell Financial Services
Arkansas
$24K
WT
191
Washington Trust
Rhode Island
$24K +$25.9K +400 New
GT
192
Glenmede Trust
Pennsylvania
$19K
GAM
193
Gemmer Asset Management
California
$17K
CTC
194
Central Trust Company
Missouri
$15K
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$13K +$14.1K +217 New
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$14.5K +224 New
ST
197
Smithfield Trust
Pennsylvania
$11K
VNA
198
Valley National Advisers
Pennsylvania
$10K
APA
199
American Portfolios Advisors
New York
$9.23K +$1.23K +19 +14%
SPIA
200
Steward Partners Investment Advisory
New York
$6K

CBU Hedge Fund Activity: Q1 2020 in Review

210 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2020, worth a combined $2.24B — down 16% from $2.67B a quarter earlier.

Fund positioning in CBU was balanced in Q1 2020: 21 funds opened new positions, 21 closed out, 73 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $22.2M. The largest seller was Macquarie Group, exiting entirely with an estimated $16.3M sold.

  • 210 institutional investors held Community Bank (CBU) as of Q1 2020, down from 214 in Q4 2019.
  • Funds reported $2.24B of Community Bank stock for Q1 2020, down 16% quarter-over-quarter.
  • 21 funds opened new Community Bank positions in Q1 2020 and 21 closed out, a net change of 0 holders.
  • The largest Community Bank buyer in Q1 2020 was State Street, an estimated $22.2M added.
  • The largest Community Bank seller in Q1 2020 was Macquarie Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2020.