We are live on ! Find out more
CBU icon

Community Bank

141 hedge funds and large institutions have $1.03B invested in Community Bank in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $357K | Put options by funds: $60K

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $904M → $1.03B (+$123M)

6% more funds holding

Funds holding: 133141 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 65.92%65.23% (-0.68%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
43
Reduced
55
Closed
7
Calls
$357K
Puts
$60K
Net Calls
+$297K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.9M +$2.69M +72,707 +3%
BFA
2
BlackRock Fund Advisors
California
$88.3M +$2.22M +59,945 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$64.9M -$891K -24,100 -1%
CFS
4
Community Financial System
New York
$62.9M -$1.09M -29,433 -2%
State Street
5
State Street
Massachusetts
$55.8M +$3.52M +95,243 +7%
Macquarie Group
6
Macquarie Group
Australia
$50.1M +$528K +14,288 +1%
Northern Trust
7
Northern Trust
Illinois
$49.9M -$222K -6,019 -0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$49.9M +$1.26M +34,113 +3%
Goldman Sachs
9
Goldman Sachs
New York
$45.8M +$1.01M +27,315 +2%
BIT
10
BlackRock Institutional Trust
California
$44.3M -$196K -5,293 -0.5%
CIP
11
Champlain Investment Partners
Vermont
$37.2M -$661K -17,880 -2%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$36.3M -$1.03M -27,874 -3%
Ameriprise
13
Ameriprise
Minnesota
$34M -$978K -26,474 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.1M +$634K +17,151 +4%
WC
15
Walthausen & Co
New York
$17.8M -$209K -5,650 -1%
Norges Bank
16
Norges Bank
Norway
$16M
SM
17
Stratton Management
Pennsylvania
$15.6M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.7M +$1.07M +29,079 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.1M -$635K -17,175 -5%
N
20
Nuveen
North Carolina
$10.9M +$149K +4,018 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10M +$2.03M +54,866 +28%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.8M +$571K +15,455 +7%
TA
23
Teachers Advisors
New York
$9.68M +$83.9K +2,270 +0.9%
Invesco
24
Invesco
Georgia
$9.53M -$1.04M -28,174 -11%
NAM
25
Netols Asset Management
Wisconsin
$8.71M -$902K -24,406 -10%

CBU Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2013, worth a combined $1.03B — up 14% from $904M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CBU positions and 7 closed out — a net gain of 9 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $3.52M. The largest seller was Denver Investment Advisors, cutting an estimated $4.83M.

  • 141 institutional investors held Community Bank (CBU) as of Q4 2013, up from 133 in Q3 2013.
  • Funds reported $1.03B of Community Bank stock for Q4 2013, up 14% quarter-over-quarter.
  • 16 funds opened new Community Bank positions in Q4 2013 and 7 closed out, a net change of +9 holders.
  • The largest Community Bank buyer in Q4 2013 was State Street, an estimated $3.52M added.
  • The largest Community Bank seller in Q4 2013 was Denver Investment Advisors, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2013.