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Community Bank

244 hedge funds and large institutions have $1.78B invested in Community Bank in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $887K | Put options by funds: $227K

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

3% more funds holding

Funds holding: 236244 (+8)

9% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 76

0.07% less ownership

Funds ownership: 71.46%71.39% (-0.07%)

3% less capital invested

Capital invested by funds: $1.83B → $1.78B (-$52.2M)

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
83
Reduced
76
Closed
25
Calls
$887K
Puts
$227K
Net Calls
+$660K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4K +$1.76K +39 +6%
AF
202
Advisornet Financial
Minnesota
$33.4K
OAJ
203
Ogorek Anthony Joseph
New York
$25K +$226 +5 +0.9%
RA
204
Rise Advisors
New York
$21.7K +$226 +5 +1%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$20K +$9.05K +200 +87%
C
206
Covestor
United Kingdom
$20K +$10.9K +242 +135%
DJSG
207
D.J. St. Germain
Massachusetts
$19.7K
Nomura Asset Management
208
Nomura Asset Management
Japan
$18.4K
SAM
209
Smartleaf Asset Management
Massachusetts
$18.1K +$18K +397 New
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K +$17.2K +380 New
CFGS
211
Concourse Financial Group Securities
Alabama
$15.1K +$271 +6 +2%
PTC
212
Private Trust Company
Ohio
$14.2K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$14.2K +$362 +8 +3%
ST
214
Smithfield Trust
Pennsylvania
$13K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$12K +$1.99K +44 +20%
VCM
216
Versant Capital Management
Arizona
$11.3K +$45 +1 +0.4%
EWA
217
EverSource Wealth Advisors
Alabama
$9.87K +$1.58K +35 +28%
CTC
218
Central Trust Company
Missouri
$8.73K
HBW
219
Hazlett, Burt & Watson
West Virginia
$7K
QCG
220
Quadrant Capital Group
Ohio
$5.15K
FFA
221
Farther Finance Advisors
California
$4.36K +$3.3K +73 +365%
SPIA
222
Steward Partners Investment Advisory
New York
$4.3K
AA
223
Addison Advisors
Vermont
$4.25K
OC
224
Oakworth Capital
Alabama
$3.97K
LFA
225
LGT Financial Advisors
Texas
$3.35K

CBU Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2024, worth a combined $1.78B — down 2.8% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CBU positions and 25 closed out — a net gain of 10 holders — while 83 added to existing stakes and 76 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.46M. The largest seller was BlackRock, cutting an estimated $12.6M.

  • 244 institutional investors held Community Bank (CBU) as of Q2 2024, up from 236 in Q1 2024.
  • Funds reported $1.78B of Community Bank stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 35 funds opened new Community Bank positions in Q2 2024 and 25 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $6.46M added.
  • The largest Community Bank seller in Q2 2024 was BlackRock, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2024.