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Community Bank

254 hedge funds and large institutions have $2.38B invested in Community Bank in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,700% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $6K

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

9% more capital invested

Capital invested by funds: $2.18B → $2.38B (+$201M)

1.98% more ownership

Funds ownership: 71.26%73.24% (+2%)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% less funds holding

Funds holding: 255254 (-1)

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
93
Reduced
76
Closed
32
Calls
$1.13M
Puts
$6K
Net Calls
+$1.12M
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
176
Harbor Advisors
Florida
$250K
PFA
177
Pathway Financial Advisors
Vermont
$248K -$396K -6,190 -61%
MFG
178
MidWestOne Financial Group
Iowa
$247K
ODIJL
179
One Day In July LLC
Vermont
$245K
OA
180
Operose Advisors
Wisconsin
$242K
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$239K +$4.1K +64 +2%
Cerity Partners
182
Cerity Partners
New York
$233K -$93.3K -1,457 -27%
X
183
Xponance
Pennsylvania
$232K +$241K +3,764 New
PAS
184
Park Avenue Securities
New York
$226K +$234K +3,660 New
OR
185
Olympiad Research
Connecticut
$215K +$223K +3,480 New
CNC
186
Citizens & Northern Corp
Pennsylvania
$209K -$159K -2,476 -42%
WCP
187
Wealthcare Capital Partners
Pennsylvania
$208K +$216K +3,374 New
CGH
188
Crossmark Global Holdings
Texas
$207K +$215K +3,361 New
MSWA
189
Marshall & Sterling Wealth Advisors
New York
$205K +$213K +3,325 New
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$204K +$212K +3,310 New
KBC Group
191
KBC Group
Belgium
$144K +$33.2K +519 +29%
GWM
192
Geneos Wealth Management
Colorado
$141K +$146K +2,285 New
AssetMark Inc
193
AssetMark Inc
California
$127K +$132K +2,062 New
ACM
194
Aquatic Capital Management
Illinois
$125K +$129K +2,022 New
TRCT
195
Tower Research Capital (TRC)
New York
$120K -$358K -5,596 -74%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$112K +$768 +12 +0.7%
SO
197
STRS Ohio
Ohio
$111K +$25.6K +400 +29%
PS
198
Principal Securities
Iowa
$109K +$13.7K +214 +14%
CA
199
Clearstead Advisors
Ohio
$78.9K -$48.2K -752 -37%
AWM
200
Abound Wealth Management
Tennessee
$75.4K +$640 +10 +0.8%

CBU Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2024, worth a combined $2.38B — up 9.3% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 32 closed out — a net gain of 1 holder — while 93 added to existing stakes and 76 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $33.6M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.38B of Community Bank stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2024 and 32 closed out, a net change of +1 holder.
  • The largest Community Bank buyer in Q4 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $33.6M added.
  • The largest Community Bank seller in Q4 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.