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Community Bank

235 hedge funds and large institutions have $1.69B invested in Community Bank in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $688K | Put options by funds: $59K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

6% more funds holding

Funds holding: 222235 (+13)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

1.61% less ownership

Funds ownership: 76.17%74.55% (-1.6%)

12% less capital invested

Capital invested by funds: $1.92B → $1.69B (-$230M)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
77
Reduced
78
Closed
29
Calls
$688K
Puts
$59K
Net Calls
+$629K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$29.9K
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K +$2.13K +45 +8%
OAJ
203
Ogorek Anthony Joseph
New York
$22K +$237 +5 +1%
RA
204
Rise Advisors
New York
$18.9K +$190 +4 +0.9%
DJSG
205
D.J. St. Germain
Massachusetts
$17.6K
Nomura Asset Management
206
Nomura Asset Management
Japan
$16.5K
SHIM
207
Stone House Investment Management
Pennsylvania
$12.9K -$111K -2,350 -89%
PTC
208
Private Trust Company
Ohio
$12.7K
QL
209
Quarry LP
New York
$12.4K +$13.9K +293 New
VCM
210
Versant Capital Management
Arizona
$12.3K -$284 -6 -2%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$11K -$4.08K -86 -24%
ST
212
Smithfield Trust
Pennsylvania
$11K
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$8.57K -$712K -15,012 -99%
CTC
214
Central Trust Company
Missouri
$7.81K
HBW
215
Hazlett, Burt & Watson
West Virginia
$6K
CFGS
216
Concourse Financial Group Securities
Alabama
$5.97K
QCG
217
Quadrant Capital Group
Ohio
$4.56K -$1.52K -32 -23%
SO
218
STRS Ohio
Ohio
$4K -$56.9K -1,200 -92%
SPIA
219
Steward Partners Investment Advisory
New York
$3.84K
AA
220
Addison Advisors
Vermont
$3.8K
GWS
221
Glassman Wealth Services
Virginia
$3.25K +$2.23K +47 +157%
HFS
222
Hantz Financial Services
Michigan
$3K
LFA
223
LGT Financial Advisors
Texas
$3K +$3.37K +71 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.6K -$95 -2 -5%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$1.44K -$13.1K -276 -89%

CBU Hedge Fund Activity: Q3 2023 in Review

235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2023, worth a combined $1.69B — down 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CBU positions and 29 closed out — a net gain of 14 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Millennium Management, adding an estimated $34.2M. The largest seller was Goldman Sachs, cutting an estimated $93.6M.

  • 235 institutional investors held Community Bank (CBU) as of Q3 2023, up from 222 in Q2 2023.
  • Funds reported $1.69B of Community Bank stock for Q3 2023, down 12% quarter-over-quarter.
  • 43 funds opened new Community Bank positions in Q3 2023 and 29 closed out, a net change of +14 holders.
  • The largest Community Bank buyer in Q3 2023 was Millennium Management, an estimated $34.2M added.
  • The largest Community Bank seller in Q3 2023 was Goldman Sachs, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2023.