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Community Bank

235 hedge funds and large institutions have $1.69B invested in Community Bank in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $688K | Put options by funds: $59K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

6% more funds holding

Funds holding: 222235 (+13)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

1.61% less ownership

Funds ownership: 76.17%74.55% (-1.6%)

12% less capital invested

Capital invested by funds: $1.92B → $1.69B (-$230M)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
77
Reduced
78
Closed
29
Calls
$688K
Puts
$59K
Net Calls
+$629K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Trexquant Investment
Connecticut
$237K +$266K +5,616 New
SM
177
Sciencast Management
New Jersey
$236K +$265K +5,582 New
TC
178
TwinBeech Capital
New York
$234K +$263K +5,543 New
SFG
179
Socha Financial Group
New York
$230K
PFSC
180
Peoples Financial Services Corp
Pennsylvania
$228K +$38.5K +812 +18%
AIP
181
Ameritas Investment Partners
Nebraska
$224K +$48.4K +1,022 +24%
FB
182
Fulton Bank
Pennsylvania
$222K +$249K +5,252 New
CPSC
183
Carl P. Sherr & Co
Massachusetts
$219K
AA
184
AlphaMark Advisors
Kentucky
$214K +$240K +5,065 New
MWM
185
Melfa Wealth Management
Massachusetts
$206K
CAN
186
Cetera Advisor Networks
California
$203K +$228K +4,817 New
OA
187
Operose Advisors
Wisconsin
$166K +$186K +3,925 New
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$130K +$7.21K +152 +5%
BWM
189
Baystate Wealth Management
Massachusetts
$121K -$752K -15,866 -85%
BEI
190
Benjamin Edwards Inc
Missouri
$105K +$60.5K +1,277 +105%
BLC
191
Brown, Lisle/Cummings
Rhode Island
$77K +$853 +18 +1%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$75.6K -$664 -14 -0.8%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$75.4K -$12.7K -267 -13%
KBC Group
194
KBC Group
Belgium
$62K -$122K -2,580 -64%
AWM
195
Abound Wealth Management
Tennessee
$49.3K +$521 +11 +0.9%
US Bancorp
196
US Bancorp
Minnesota
$44.5K
MRCM
197
M&R Capital Management
New Jersey
$42.2K
BTI
198
Blue Trust Inc
Georgia
$38K -$711 -15 -2%
CFFP
199
Center for Financial Planning
Michigan
$32.9K
C
200
Covestor
United Kingdom
$32K -$31.2K -658 -47%

CBU Hedge Fund Activity: Q3 2023 in Review

235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2023, worth a combined $1.69B — down 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CBU positions and 29 closed out — a net gain of 14 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Millennium Management, adding an estimated $34.2M. The largest seller was Goldman Sachs, cutting an estimated $93.6M.

  • 235 institutional investors held Community Bank (CBU) as of Q3 2023, up from 222 in Q2 2023.
  • Funds reported $1.69B of Community Bank stock for Q3 2023, down 12% quarter-over-quarter.
  • 43 funds opened new Community Bank positions in Q3 2023 and 29 closed out, a net change of +14 holders.
  • The largest Community Bank buyer in Q3 2023 was Millennium Management, an estimated $34.2M added.
  • The largest Community Bank seller in Q3 2023 was Goldman Sachs, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2023.