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Community Bank

133 hedge funds and large institutions have $904M invested in Community Bank in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $55K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $797M → $904M (+$107M)

1.24% more ownership

Funds ownership: 64.67%65.92% (+1.2%)

0% more funds holding

Funds holding: 133133 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
53
Reduced
38
Closed
11
Calls
$55K
Puts
$14K
Net Calls
+$41K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$79.1M +$2.6M +77,596 +3%
BFA
2
BlackRock Fund Advisors
California
$73.9M +$6.02M +180,011 +9%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$56.6M +$12.4M +370,878 +29%
CFS
4
Community Financial System
New York
$55.1M -$4.12M -123,250 -7%
State Street
5
State Street
Massachusetts
$44.7M +$1.37M +40,929 +3%
Northern Trust
6
Northern Trust
Illinois
$43.1M +$909K +27,156 +2%
Macquarie Group
7
Macquarie Group
Australia
$42.6M +$1.42M +42,369 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$41.7M -$311K -9,297 -0.8%
Goldman Sachs
9
Goldman Sachs
New York
$38.5M +$2.09M +62,516 +6%
BIT
10
BlackRock Institutional Trust
California
$38.3M -$494K -14,748 -1%
CIP
11
Champlain Investment Partners
Vermont
$32.6M -$17.9K -535 -0.1%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$32.2M -$49.3K -1,473 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$30.1M +$193K +5,773 +0.7%
DIA
14
Denver Investment Advisors
Colorado
$18.2M -$904K -27,003 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.7M +$96.6K +2,887 +0.6%
WC
16
Walthausen & Co
New York
$15.5M +$1.58M +47,215 +12%
Norges Bank
17
Norges Bank
Norway
$13.7M
SM
18
Stratton Management
Pennsylvania
$13.4M +$2.12M +63,385 +19%
JP Morgan Chase
19
JP Morgan Chase
New York
$11M +$535K +15,990 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.92M +$1.05M +31,479 +12%
N
21
Nuveen
North Carolina
$9.2M -$1.04M -30,975 -10%
Invesco
22
Invesco
Georgia
$9.15M +$388K +11,607 +5%
NAM
23
Netols Asset Management
Wisconsin
$8.32M -$639K -19,092 -7%
TA
24
Teachers Advisors
New York
$8.24M +$2.21M +66,075 +38%
AL
25
AJO LP
Pennsylvania
$8.09M +$7.93M +237,000 New

CBU Hedge Fund Activity: Q3 2013 in Review

133 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2013, worth a combined $904M — up 13% from $797M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CBU positions and 11 closed out — a net gain of 2 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $12.4M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $4.81M sold.

  • 133 institutional investors held Community Bank (CBU) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $904M of Community Bank stock for Q3 2013, up 13% quarter-over-quarter.
  • 13 funds opened new Community Bank positions in Q3 2013 and 11 closed out, a net change of +2 holders.
  • The largest Community Bank buyer in Q3 2013 was Neuberger Berman Group, an estimated $12.4M added.
  • The largest Community Bank seller in Q3 2013 was Guggenheim Capital, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2013.