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Community Bank

221 hedge funds and large institutions have $2.88B invested in Community Bank in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 86 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

5% more funds holding

Funds holding: 211221 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.17% less ownership

Funds ownership: 71.02%70.85% (-0.17%)

2% less capital invested

Capital invested by funds: $2.94B → $2.88B (-$51.5M)

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 86

Holders
221
Holders Change
+10
Holders Change %
+4.74%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
57
Reduced
86
Closed
9
Calls
$2.08M
Puts
Net Calls
+$2.08M
Net Calls Change
-$360K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$82K +$18.5K +235 +28%
MRCM
177
M&R Capital Management
New Jersey
$75K
EIP
178
Ellis Investment Partners
Pennsylvania
$74K
Macquarie Group
179
Macquarie Group
Australia
$69K -$42.5K -540 -37%
SWM
180
Spire Wealth Management
Virginia
$63K
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
$63K +$25.1K +319 +63%
CFFP
182
Center for Financial Planning
Michigan
$59K
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$56K -$79 -1 -0.1%
WB
184
Webster Bank
Connecticut
$55K
VanEck Associates
185
VanEck Associates
New York
$49K +$29.1K +369 +131%
BU
186
BBVA USA
Alabama
$40K +$41.7K +530 New
VCM
187
Versant Capital Management
Arizona
$38K -$21.3K -270 -35%
EBA
188
Eagle Bay Advisors
New York
$38K +$39.4K +500 New
OAJ
189
Ogorek Anthony Joseph
New York
$37K +$158 +2 +0.4%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$35K +$32.7K +415 +716%
HI
191
Harbour Investments
Wisconsin
$30K
PWM
192
Prentice Wealth Management
New York
$30K
WT
193
Washington Trust
Rhode Island
$26K
APA
194
American Portfolios Advisors
New York
$22.6K +$14.1K +179 +149%
FPS
195
Fieldpoint Private Securities
Connecticut
$21K
GAM
196
Gemmer Asset Management
California
$21K
ST
197
Smithfield Trust
Pennsylvania
$20K
CTC
198
Central Trust Company
Missouri
$19K
CYG
199
Clean Yield Group
Vermont
$19K +$19.4K +246 New
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$16K

CBU Hedge Fund Activity: Q2 2021 in Review

221 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2021, worth a combined $2.88B — down 1.8% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CBU positions and 9 closed out — a net gain of 12 holders — while 57 added to existing stakes and 86 trimmed.

The largest buyer was State Street, adding an estimated $60.3M. The largest seller was Goldman Sachs, cutting an estimated $24.8M.

  • 221 institutional investors held Community Bank (CBU) as of Q2 2021, up from 211 in Q1 2021.
  • Funds reported $2.88B of Community Bank stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 21 funds opened new Community Bank positions in Q2 2021 and 9 closed out, a net change of +12 holders.
  • The largest Community Bank buyer in Q2 2021 was State Street, an estimated $60.3M added.
  • The largest Community Bank seller in Q2 2021 was Goldman Sachs, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2021.