We are live on ! Find out more
CBU icon

Community Bank

244 hedge funds and large institutions have $2.81B invested in Community Bank in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more capital invested

Capital invested by funds: $2.6B → $2.81B (+$216M)

3% more funds holding

Funds holding: 237244 (+7)

0.36% less ownership

Funds ownership: 70.39%70.03% (-0.36%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
82
Reduced
70
Closed
24
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
201
Center for Financial Planning
Michigan
$58K
AF
202
Advisornet Financial
Minnesota
$53K +$51.6K +708 New
VCM
203
Versant Capital Management
Arizona
$43K +$7.58K +104 +22%
BLC
204
Brown, Lisle/Cummings
Rhode Island
$38.7K +$37.9K +520 New
EBA
205
Eagle Bay Advisors
New York
$37K -$36.4K -500 -50%
OAJ
206
Ogorek Anthony Joseph
New York
$37K +$219 +3 +0.6%
Lazard Asset Management
207
Lazard Asset Management
New York
$29K +$28.9K +397 New
FAG
208
Fortitude Advisory Group
Washington
$27K +$26K +356 New
WT
209
Washington Trust
Rhode Island
$26K
C
210
Covestor
United Kingdom
$24K +$23.3K +320 New
SAM
211
Strategic Asset Management
Minnesota
$22K
GAM
212
Gemmer Asset Management
California
$21K
ST
213
Smithfield Trust
Pennsylvania
$20K
CT
214
Cambridge Trust
Massachusetts
$20K +$20K +275 New
CTC
215
Central Trust Company
Missouri
$19K
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$437 -6 -2%
CYG
217
Clean Yield Group
Vermont
$18K
FPS
218
Fieldpoint Private Securities
Connecticut
$15K -$5.1K -70 -25%
CWS
219
Confluence Wealth Services
Pennsylvania
$15K +$15.4K +211 New
PA
220
Parallel Advisors
California
$14K -$146 -2 -1%
PCG
221
Private Capital Group
Connecticut
$14K
VNA
222
Valley National Advisers
Pennsylvania
$13K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$12K +$219 +3 +2%
HFS
224
Hantz Financial Services
Michigan
$9K -$5.76K -79 -40%
STCOSD
225
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8.09K +111 New

CBU Hedge Fund Activity: Q4 2021 in Review

244 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2021, worth a combined $2.81B — up 8.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CBU positions and 24 closed out — a net gain of 10 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.57M. The largest seller was State Street, cutting an estimated $43.2M.

  • 244 institutional investors held Community Bank (CBU) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.81B of Community Bank stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 34 funds opened new Community Bank positions in Q4 2021 and 24 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q4 2021 was Bank of New York Mellon, an estimated $8.57M added.
  • The largest Community Bank seller in Q4 2021 was State Street, an estimated $43.2M sold.

Based on aggregated 13F filings for Q4 2021.