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Community Bank

254 hedge funds and large institutions have $2.38B invested in Community Bank in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,700% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $6K

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

9% more capital invested

Capital invested by funds: $2.18B → $2.38B (+$201M)

1.98% more ownership

Funds ownership: 71.26%73.24% (+2%)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% less funds holding

Funds holding: 255254 (-1)

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
93
Reduced
76
Closed
32
Calls
$1.13M
Puts
$6K
Net Calls
+$1.12M
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$74.5K +$44.9K +702 +140%
NB
202
NBT Bank
New York
$74.1K
US Bancorp
203
US Bancorp
Minnesota
$66.7K +$10.1K +158 +17%
BLC
204
Brown, Lisle/Cummings
Rhode Island
$57.3K +$448 +7 +0.8%
BTI
205
Blue Trust Inc
Georgia
$49.3K -$2.63K -41 -5%
CFFP
206
Center for Financial Planning
Michigan
$48.1K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$46K +$3.59K +56 +8%
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K -$2.75K -43 -6%
OAJ
209
Ogorek Anthony Joseph
New York
$34K +$256 +4 +0.7%
VCM
210
Versant Capital Management
Arizona
$29.5K +$15.2K +238 +99%
RA
211
Rise Advisors
New York
$28.9K +$256 +4 +0.9%
QCG
212
Quadrant Capital Group
Ohio
$27.1K
DJSG
213
D.J. St. Germain
Massachusetts
$25.7K
Nomura Asset Management
214
Nomura Asset Management
Japan
$24.1K
CFGS
215
Concourse Financial Group Securities
Alabama
$23.7K +$2.43K +38 +12%
QL
216
Quarry LP
New York
$20.4K +$17.7K +277 +513%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$18.5K
PTC
218
Private Trust Company
Ohio
$18.5K
ST
219
Smithfield Trust
Pennsylvania
$17K
EWA
220
EverSource Wealth Advisors
Alabama
$13.7K +$3.97K +62 +39%
DB
221
Danske Bank
Denmark
$12.3K
HCA
222
Harbor Capital Advisors
Illinois
$12K +$1.41K +22 +13%
Bessemer Group
223
Bessemer Group
New Jersey
$12K +$4.23K +66 +52%
CIAM
224
Caitong International Asset Management
Hong Kong
$8.39K +$8.71K +136 New
UB
225
UMB Bank
Missouri
$7.96K

CBU Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2024, worth a combined $2.38B — up 9.3% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 32 closed out — a net gain of 1 holder — while 93 added to existing stakes and 76 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $33.6M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.38B of Community Bank stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2024 and 32 closed out, a net change of +1 holder.
  • The largest Community Bank buyer in Q4 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $33.6M added.
  • The largest Community Bank seller in Q4 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.