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Community Bank
CBU

226 hedge funds and large institutions have $2.33B invested in Community Bank in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

40% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.42M

13% more capital invested

Capital invested by funds: $2.07B → $2.33B (+$261M)

7% more funds holding

Funds holding: 211 → 226 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

1.04% less ownership

Funds ownership: 70.92% → 69.88% (-1%)

Holders
226
Holders Change
+15
Holders Change %
+7.11%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
74
Reduced
76
Closed
14
Calls
$1.99M
Puts
$1.42M
Net Calls
+$566K
Net Calls Change
-$445K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.83M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.83M
3
GKIM
GW&K Investment Management
Massachusetts
+$5.39M
4
Morgan Stanley
Morgan Stanley
New York
+$4.81M
5
EVM
Eaton Vance Management
Massachusetts
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.4M
2
Northern Trust
Northern Trust
Illinois
-$24.3M
3
State Street
State Street
Massachusetts
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.77M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
176
Panagora Asset Management
Massachusetts
$118K -$29.2K -476 -20%
Macquarie Group
177
Macquarie Group
Australia
$117K – – –
FTDI
178
First Trust Direct Indexing
Massachusetts
$102K +$100K +1,637 New
US Bancorp
179
US Bancorp
Minnesota
$91K -$42.5K -693 -32%
RIM
180
Rockbridge Investment Management
New York
$90K – – –
SWA
181
Sutton Wealth Advisors
Florida
$73.8K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
182
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K +$67.7K +1,104 New
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$68K +$66.6K +1,085 New
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$1.59K +26 +3%
MRCM
185
M&R Capital Management
New Jersey
$62K – – –
WEC
186
Winslow Evans & Crocker
Massachusetts
$62K +$61.4K +1,000 New
EIP
187
Ellis Investment Partners
Pennsylvania
$61K – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$53K – – –
CFFP
189
Center for Financial Planning
Michigan
$49K -$24.5K -400 -34%
VCM
190
Versant Capital Management
Arizona
$47K -$982 -16 -2%
FC
191
FORA Capital
Florida
$47K +$46.4K +757 New
WB
192
Webster Bank
Connecticut
$45K – – –
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$32K +$5.95K +97 +24%
OAJ
194
Ogorek Anthony Joseph
New York
$30K – – –
VCG
195
Vantage Consulting Group
Virginia
$27K +$26.9K +438 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$26K -$24.4M -398,306 -100%
PCG
197
Private Capital Group
Connecticut
$26K -$491 -8 -2%
CYG
198
Clean Yield Group
Vermont
$26K +$15.1K +246 +146%
WT
199
Washington Trust
Rhode Island
$22K -$3.07K -50 -13%
GAM
200
Gemmer Asset Management
California
$18K – – –
6 7
8
9 10

CBU Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2020, worth a combined $2.33B — up 13% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CBU positions and 14 closed out — a net gain of 16 holders — while 74 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.83M. The largest seller was Fidelity Investments, cutting an estimated $24.4M.

  • 226 institutional investors held Community Bank (CBU) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $2.33B of Community Bank stock for Q4 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Community Bank positions in Q4 2020 and 14 closed out, a net change of +16 holders.
  • The largest Community Bank buyer in Q4 2020 was BlackRock, an estimated $9.83M added.
  • The largest Community Bank seller in Q4 2020 was Fidelity Investments, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2020.