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Community Bank

254 hedge funds and large institutions have $2.36B invested in Community Bank in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $233K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

2% more funds holding

Funds holding: 249254 (+5)

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

0% more capital invested

Capital invested by funds: $2.35B → $2.36B (+$11M)

0.87% less ownership

Funds ownership: 72.8%71.93% (-0.87%)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
86
Reduced
85
Closed
24
Calls
$1.15M
Puts
$233K
Net Calls
+$918K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
NHT
201
New Hampshire Trust
New Hampshire
$84.4K +$83.8K +1,340 New
Dimensional Fund Advisors
202
Dimensional Fund Advisors
Texas
$75.7K +$1.05M +16,741 +1%
SWA
203
Sutton Wealth Advisors
Florida
$75.1K -$688 -11 -0.9%
US Bancorp
204
US Bancorp
Minnesota
$72.8K -$8.44K -135 -10%
AWM
205
Abound Wealth Management
Tennessee
$71.8K +$500 +8 +0.7%
MRCM
206
M&R Capital Management
New Jersey
$63K
Point72 Asset Management
207
Point72 Asset Management
Connecticut
$49.9K +$49.5K +792 New
CFFP
208
Center for Financial Planning
Michigan
$49.1K
AF
209
Advisornet Financial
Minnesota
$44.6K
BLC
210
Brown, Lisle/Cummings
Rhode Island
$33.6K +$250 +4 +0.8%
OAJ
211
Ogorek Anthony Joseph
New York
$32K +$250 +4 +0.8%
EBA
212
Eagle Bay Advisors
New York
$31.5K
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K -$63.5K -1,016 -68%
Lazard Asset Management
214
Lazard Asset Management
New York
$31K +$31.3K +500 New
QCG
215
Quadrant Capital Group
Ohio
$30.7K +$13.6K +217 +80%
C
216
Covestor
United Kingdom
$30K -$6.19K -99 -17%
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
$29.8K +$29.6K +473 New
RA
218
Rise Advisors
New York
$27.5K +$188 +3 +0.7%
IA
219
IFP Advisors
Florida
$27K -$438 -7 -3%
Nomura Asset Management
220
Nomura Asset Management
Japan
$24.6K
MWM
221
MinichMacGregor Wealth Management
New York
$24.4K +$24.3K +388 New
TRCT
222
Tower Research Capital (TRC)
New York
$24K -$521K -8,330 -96%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$24K +$250 +4 +1%
PTC
224
Private Trust Company
Ohio
$21K +$1.38K +22 +7%
VCM
225
Versant Capital Management
Arizona
$18.8K -$12.6K -202 -40%

CBU Hedge Fund Activity: Q4 2022 in Review

254 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2022, worth a combined $2.36B — up 0.47% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 24 closed out — a net gain of 9 holders — while 86 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.6M. The largest seller was NFJ Investment Group, cutting an estimated $21.9M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2022, up from 249 in Q3 2022.
  • Funds reported $2.36B of Community Bank stock for Q4 2022, up 0.47% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Community Bank buyer in Q4 2022 was Morgan Stanley, an estimated $70.6M added.
  • The largest Community Bank seller in Q4 2022 was NFJ Investment Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.