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Community Bank

222 hedge funds and large institutions have $1.92B invested in Community Bank in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $488K | Put options by funds: $159K

3.19% more ownership

Funds ownership: 72.98%76.17% (+3.2%)

7% less capital invested

Capital invested by funds: $2.06B → $1.92B (-$145M)

9% less funds holding

Funds holding: 244222 (-22)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
86
Closed
40
Calls
$488K
Puts
$159K
Net Calls
+$329K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
176
Stone House Investment Management
Pennsylvania
$124K
PMEF
177
Point72 Middle East FZE
United Arab Emirates
$111K +$116K +2,360 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$96.2K -$1.82M -37,081 -95%
BLC
179
Brown, Lisle/Cummings
Rhode Island
$84.6K +$24.7K +504 +39%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$84.6K -$87.5K -1,786 -50%
ACM
181
Aquatic Capital Management
Illinois
$80K +$83.3K +1,700 New
C
182
Covestor
United Kingdom
$66K +$35.5K +724 +105%
SO
183
STRS Ohio
Ohio
$60K -$53.9K -1,100 -46%
BEI
184
Benjamin Edwards Inc
Missouri
$57K +$32.6K +665 +122%
AWM
185
Abound Wealth Management
Tennessee
$54.3K +$833 +17 +1%
US Bancorp
186
US Bancorp
Minnesota
$49.5K -$4.95K -101 -9%
MRCM
187
M&R Capital Management
New Jersey
$46.9K
BTI
188
Blue Trust Inc
Georgia
$43K +$490 +10 +1%
CFFP
189
Center for Financial Planning
Michigan
$36.6K
AF
190
Advisornet Financial
Minnesota
$33.2K
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K +$1.47K +30 +6%
OAJ
192
Ogorek Anthony Joseph
New York
$24K +$196 +4 +0.8%
EBA
193
Eagle Bay Advisors
New York
$23.4K
RA
194
Rise Advisors
New York
$20.8K +$196 +4 +0.9%
DJSG
195
D.J. St. Germain
Massachusetts
$19.5K +$20.4K +417 New
Nomura Asset Management
196
Nomura Asset Management
Japan
$18.3K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$17K -$4.95K -101 -22%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$14.5K -$102K -2,084 -87%
PTC
199
Private Trust Company
Ohio
$14.1K -$1.52K -31 -9%
GEA
200
Glen Eagle Advisors
New Jersey
$14.1K +$14.7K +300 New

CBU Hedge Fund Activity: Q2 2023 in Review

222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2023, worth a combined $1.92B — down 7% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CBU and 19 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was State Street, cutting an estimated $27M.

  • 222 institutional investors held Community Bank (CBU) as of Q2 2023, down from 244 in Q1 2023.
  • Funds reported $1.92B of Community Bank stock for Q2 2023, down 7% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q2 2023 and 40 closed out, a net change of -21 holders.
  • The largest Community Bank buyer in Q2 2023 was Goldman Sachs, an estimated $101M added.
  • The largest Community Bank seller in Q2 2023 was State Street, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2023.