We are live on ! Find out more
CBU icon

Community Bank

244 hedge funds and large institutions have $2.06B invested in Community Bank in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $577K | Put options by funds: $79K

1.04% more ownership

Funds ownership: 71.93%72.98% (+1%)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

4% less funds holding

Funds holding: 254244 (-10)

13% less capital invested

Capital invested by funds: $2.36B → $2.06B (-$295M)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
87
Reduced
82
Closed
34
Calls
$577K
Puts
$79K
Net Calls
+$498K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
176
GSA Capital Partners
United Kingdom
$218K -$296K -5,048 -55%
Walleye Capital
177
Walleye Capital
New York
$218K +$243K +4,150 New
HA
178
Harbor Advisors
Florida
$213K
VPIM
179
Vanguard Personalized Indexing Management
California
$211K +$235K +4,013 New
HCM
180
Hilton Capital Management
New York
$210K +$196K +3,341 New
MFG
181
MidWestOne Financial Group
Iowa
$210K
ODIJL
182
One Day In July LLC
Vermont
$210K
AAM
183
Advisors Asset Management
Colorado
$208K -$214K -3,656 -48%
AAS
184
Avantax Advisory Services
Texas
$202K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$188K
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$150K -$30.9K -527 -16%
SHIM
187
Stone House Investment Management
Pennsylvania
$139K +$156K +2,655 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$126K -$53.4K -911 -28%
SO
189
STRS Ohio
Ohio
$125K -$46.9K -800 -25%
UAML
190
US Asset Management LLC
Pennsylvania
$124K -$1.82K -31 -1%
TRCT
191
Tower Research Capital (TRC)
New York
$118K +$110K +1,872 +491%
DFCM
192
Dark Forest Capital Management
Puerto Rico
$86K +$96K +1,639 New
NHT
193
New Hampshire Trust
New Hampshire
$70.3K
BLC
194
Brown, Lisle/Cummings
Rhode Island
$68.3K +$45K +768 +144%
US Bancorp
195
US Bancorp
Minnesota
$60.7K
AWM
196
Abound Wealth Management
Tennessee
$59.9K
MRCM
197
M&R Capital Management
New Jersey
$52.5K
BTI
198
Blue Trust Inc
Georgia
$51K +$47.2K +805 New
Boston Partners
199
Boston Partners
Massachusetts
$45.7K +$4.06M +69,364 New
CFFP
200
Center for Financial Planning
Michigan
$40.9K

CBU Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2023, worth a combined $2.06B — down 13% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CBU and 26 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $27.6M. The largest seller was Invesco, cutting an estimated $15.9M.

  • 244 institutional investors held Community Bank (CBU) as of Q1 2023, down from 254 in Q4 2022.
  • Funds reported $2.06B of Community Bank stock for Q1 2023, down 13% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q1 2023 and 34 closed out, a net change of -8 holders.
  • The largest Community Bank buyer in Q1 2023 was State Street, an estimated $27.6M added.
  • The largest Community Bank seller in Q1 2023 was Invesco, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.