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Community Bank

216 hedge funds and large institutions have $2.3B invested in Community Bank in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

12% more call options, than puts

Call options by funds: $956K | Put options by funds: $856K

5% more funds holding

Funds holding: 206216 (+10)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0.26% less ownership

Funds ownership: 72.36%72.09% (-0.26%)

6% less capital invested

Capital invested by funds: $2.46B → $2.3B (-$159M)

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
67
Reduced
66
Closed
11
Calls
$956K
Puts
$856K
Net Calls
+$100K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
201
Valley National Advisers
Pennsylvania
$12K
ST
202
Smithfield Trust
Pennsylvania
$11K
APA
203
American Portfolios Advisors
New York
$8.51K -$8.84K -140 -50%
ASN
204
Advisory Services Network
Georgia
$7K
SPIA
205
Steward Partners Investment Advisory
New York
$6K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$5K
QCG
207
Quadrant Capital Group
Ohio
$4K
RIA
208
Realta Investment Advisors
Delaware
$4K
PA
209
Parallel Advisors
California
$3K
AWM
210
AllSquare Wealth Management
New York
$2K
BCA
211
Berman Capital Advisors
Georgia
$2K
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.94K
TFO
213
Tarbox Family Office
California
$1K -$505 -8 -30%
HGWM
214
Harvest Group Wealth Management
Massachusetts
$1K
GT
215
Glenmede Trust
Pennsylvania
$20 +$4.42K +70 +27%
Canada Life
216
Canada Life
Manitoba, Canada
-$4.47M -67,909 Closed
3C
217
361 Capital
Colorado
-$2.77M -42,019 Closed
WAM
218
Wakefield Asset Management
Colorado
-$576K -8,755 Closed
USAA
219
United Services Automobile Association
Texas
-$512K -7,777 Closed
LCM
220
Laurion Capital Management
New York
-$306K -4,642 Closed
GC
221
Guggenheim Capital
Illinois
-$243K -3,695 Closed
MCM
222
Maple Capital Management
Vermont
-$240K -3,650 Closed
DWM
223
Destination Wealth Management
California
-$81K -1,224 Closed
SFG
224
SevenBridge Financial Group
Pennsylvania
-$26K -400 Closed
MWM
225
Mascoma Wealth Management
New Hampshire
-$4K -65 Closed

CBU Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2019, worth a combined $2.3B — down 6.5% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CBU positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Waldron Private Wealth, opening a new position worth an estimated $23.8M. The largest seller was Macquarie Group, cutting an estimated $14.1M.

  • 216 institutional investors held Community Bank (CBU) as of Q3 2019, up from 206 in Q2 2019.
  • Funds reported $2.3B of Community Bank stock for Q3 2019, down 6.5% quarter-over-quarter.
  • 21 funds opened new Community Bank positions in Q3 2019 and 11 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q3 2019 was Waldron Private Wealth, an estimated $23.8M added.
  • The largest Community Bank seller in Q3 2019 was Macquarie Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2019.