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Community Bank

245 hedge funds and large institutions have $2.65B invested in Community Bank in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

0% more funds holding

Funds holding: 244245 (+1)

0.08% more ownership

Funds ownership: 70.03%70.11% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $2.81B → $2.65B (-$159M)

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
90
Reduced
75
Closed
22
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
201
Center for Financial Planning
Michigan
$55K
AF
202
Advisornet Financial
Minnesota
$50K
GAM
203
Gemmer Asset Management
California
$42K +$23.7K +326 +115%
C
204
Covestor
United Kingdom
$41K +$19.3K +265 +83%
VCM
205
Versant Capital Management
Arizona
$38K -$2.69K -37 -6%
BLC
206
Brown, Lisle/Cummings
Rhode Island
$36.6K +$145 +2 +0.4%
OAJ
207
Ogorek Anthony Joseph
New York
$35K +$218 +3 +0.6%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$31K +$27.9K +383 +684%
Nomura Asset Management
209
Nomura Asset Management
Japan
$27.4K +$28.4K +390 New
IA
210
IFP Advisors
Florida
$27K +$16.7K +229 New
FAG
211
Fortitude Advisory Group
Washington
$25K
SAM
212
Strategic Asset Management
Minnesota
$21K
ST
213
Smithfield Trust
Pennsylvania
$19K
CYG
214
Clean Yield Group
Vermont
$17K
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$1.82K -25 -10%
CTC
216
Central Trust Company
Missouri
$16K -$1.46K -20 -8%
FPS
217
Fieldpoint Private Securities
Connecticut
$14K -$364 -5 -2%
PCG
218
Private Capital Group
Connecticut
$13K -$727 -10 -5%
PA
219
Parallel Advisors
California
$13K
VNA
220
Valley National Advisers
Pennsylvania
$12K
QCG
221
Quadrant Capital Group
Ohio
$11K +$5.24K +72 +90%
HBW
222
Hazlett, Burt & Watson
West Virginia
$11K +$10.9K +150 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$9K -$2.11K -29 -18%
HFS
224
Hantz Financial Services
Michigan
$8K
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$7K

CBU Hedge Fund Activity: Q1 2022 in Review

245 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2022, worth a combined $2.65B — down 5.7% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CBU positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 75 trimmed.

The largest buyer was State Street, adding an estimated $47.1M. The largest seller was Bank of New York Mellon, cutting an estimated $11.6M.

  • 245 institutional investors held Community Bank (CBU) as of Q1 2022, up from 244 in Q4 2021.
  • Funds reported $2.65B of Community Bank stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q1 2022 and 22 closed out, a net change of +4 holders.
  • The largest Community Bank buyer in Q1 2022 was State Street, an estimated $47.1M added.
  • The largest Community Bank seller in Q1 2022 was Bank of New York Mellon, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2022.