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Community Bank

249 hedge funds and large institutions have $2.35B invested in Community Bank in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

28% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 72

4% more funds holding

Funds holding: 239249 (+10)

2.6% more ownership

Funds ownership: 70.2%72.8% (+2.6%)

2% less capital invested

Capital invested by funds: $2.41B → $2.35B (-$58.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
+10
Holders Change %
+4.18%
% of All Funds
4.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
92
Reduced
72
Closed
15
Calls
$1M
Puts
Net Calls
+$1M
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$87.2K -$66 -1 -0.1%
US Bancorp
202
US Bancorp
Minnesota
$77K +$7.38K +112 +9%
SWA
203
Sutton Wealth Advisors
Florida
$72.3K +$593 +9 +0.8%
AWM
204
Abound Wealth Management
Tennessee
$68.1K +$74.6K +1,133 New
MRCM
205
M&R Capital Management
New Jersey
$60K
Macquarie Group
206
Macquarie Group
Australia
$55K -$213K -3,233 -86%
CFFP
207
Center for Financial Planning
Michigan
$47K
AF
208
Advisornet Financial
Minnesota
$43K
C
209
Covestor
United Kingdom
$35K -$66 -1 -0.2%
BLC
210
Brown, Lisle/Cummings
Rhode Island
$31.8K +$198 +3 +0.6%
EBA
211
Eagle Bay Advisors
New York
$30K
OAJ
212
Ogorek Anthony Joseph
New York
$30K +$198 +3 +0.6%
VCM
213
Versant Capital Management
Arizona
$30K +$1.65K +25 +5%
WFA
214
Wipfli Financial Advisors
Wisconsin
$29K +$31.9K +485 New
IA
215
IFP Advisors
Florida
$27K +$66 +1 +0.4%
RA
216
Rise Advisors
New York
$26K +$28.5K +433 New
Nomura Asset Management
217
Nomura Asset Management
Japan
$23.4K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$23K +$24.7K +375 New
PTC
219
Private Trust Company
Ohio
$19K
SAM
220
Strategic Asset Management
Minnesota
$18K
ST
221
Smithfield Trust
Pennsylvania
$16K
QCG
222
Quadrant Capital Group
Ohio
$16K +$12.5K +190 +238%
CYG
223
Clean Yield Group
Vermont
$15K
TWA
224
TCI Wealth Advisors
Arizona
$15K +$8.04K +122 +99%
CTC
225
Central Trust Company
Missouri
$11K

CBU Hedge Fund Activity: Q3 2022 in Review

249 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2022, worth a combined $2.35B — down 2.4% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CBU positions and 15 closed out — a net gain of 13 holders — while 92 added to existing stakes and 72 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.4M. The largest seller was State Street, cutting an estimated $13.5M.

  • 249 institutional investors held Community Bank (CBU) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $2.35B of Community Bank stock for Q3 2022, down 2.4% quarter-over-quarter.
  • 28 funds opened new Community Bank positions in Q3 2022 and 15 closed out, a net change of +13 holders.
  • The largest Community Bank buyer in Q3 2022 was Millennium Management, an estimated $24.4M added.
  • The largest Community Bank seller in Q3 2022 was State Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.