We are live on ! Find out more
CBU icon

Community Bank

237 hedge funds and large institutions have $2.6B invested in Community Bank in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

7% more funds holding

Funds holding: 221237 (+16)

0.45% less ownership

Funds ownership: 70.85%70.39% (-0.45%)

10% less capital invested

Capital invested by funds: $2.88B → $2.6B (-$288M)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
65
Reduced
83
Closed
14
Calls
$525K
Puts
Net Calls
+$525K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BU
201
BBVA USA
Alabama
$34K -$1.86K -26 -5%
OAJ
202
Ogorek Anthony Joseph
New York
$34K +$215 +3 +0.6%
VCM
203
Versant Capital Management
Arizona
$32K -$2.01K -28 -6%
PWM
204
Prentice Wealth Management
New York
$27K
HI
205
Harbour Investments
Wisconsin
$27K +$72 +1 +0.3%
APA
206
American Portfolios Advisors
New York
$26.6K +$6.46K +90 +30%
WT
207
Washington Trust
Rhode Island
$24K
SAM
208
Strategic Asset Management
Minnesota
$21K +$21.5K +300 New
FPS
209
Fieldpoint Private Securities
Connecticut
$19K
GAM
210
Gemmer Asset Management
California
$19K
ST
211
Smithfield Trust
Pennsylvania
$18K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$17K -$15.6K -218 -46%
CTC
213
Central Trust Company
Missouri
$17K
CYG
214
Clean Yield Group
Vermont
$17K
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$2.58K +36 +17%
HFS
216
Hantz Financial Services
Michigan
$13K
PCG
217
Private Capital Group
Connecticut
$13K
PA
218
Parallel Advisors
California
$13K +$1.22K +17 +10%
VNA
219
Valley National Advisers
Pennsylvania
$12K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$11K -$574 -8 -5%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$10K -$1.15K -16 -10%
ST
222
Sageworth Trust
Pennsylvania
$10K
AA
223
Addison Advisors
Vermont
$6K
SPIA
224
Steward Partners Investment Advisory
New York
$6K
QCG
225
Quadrant Capital Group
Ohio
$5K

CBU Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2021, worth a combined $2.6B — down 10% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CBU positions and 14 closed out — a net gain of 17 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $3.39M. The largest seller was State Street, cutting an estimated $9.82M.

  • 237 institutional investors held Community Bank (CBU) as of Q3 2021, up from 221 in Q2 2021.
  • Funds reported $2.6B of Community Bank stock for Q3 2021, down 10% quarter-over-quarter.
  • 31 funds opened new Community Bank positions in Q3 2021 and 14 closed out, a net change of +17 holders.
  • The largest Community Bank buyer in Q3 2021 was SG Americas Securities, an estimated $3.39M added.
  • The largest Community Bank seller in Q3 2021 was State Street, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2021.