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Community Bank

149 hedge funds and large institutions have $970M invested in Community Bank in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $887M → $970M (+$82.7M)

3% more funds holding

Funds holding: 145149 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.13% less ownership

Funds ownership: 64.97%62.84% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
44
Reduced
52
Closed
12
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$113M +$2.49M +67,886 +2%
BFA
2
BlackRock Fund Advisors
California
$87.4M +$8.98M +244,700 +12%
Macquarie Group
3
Macquarie Group
Australia
$60.1M +$7.05M +192,223 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55.3M +$2.28M +62,274 +4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$55.2M -$2.9M -79,050 -5%
State Street
6
State Street
Massachusetts
$49M -$5.21M -142,126 -10%
Northern Trust
7
Northern Trust
Illinois
$46.4M -$572K -15,587 -1%
Goldman Sachs
8
Goldman Sachs
New York
$45.6M +$3.83M +104,442 +10%
BIT
9
BlackRock Institutional Trust
California
$40.3M -$2.53M -69,064 -6%
CIP
10
Champlain Investment Partners
Vermont
$35.9M -$441K -12,015 -1%
Ameriprise
11
Ameriprise
Minnesota
$34.1M -$2M -54,523 -6%
CB
12
Community Bank
New York
$23.1M +$22.2M +605,367 New
SM
13
Stratton Management
Pennsylvania
$19.3M +$1.82M +49,585 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.9M -$411K -11,190 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.3M +$3.16M +86,137 +22%
Norges Bank
16
Norges Bank
Norway
$15.4M +$36.7K +1,000 +0.2%
WC
17
Walthausen & Co
New York
$15.1M -$115K -3,125 -0.8%
Invesco
18
Invesco
Georgia
$13.5M +$1.1M +29,869 +9%
DIA
19
Denver Investment Advisors
Colorado
$12.8M -$8.63M -235,124 -41%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$11.4M +$11M +299,345 New
N
21
Nuveen
North Carolina
$10M -$278K -7,574 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.8M +$150K +4,092 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.64M -$46.7K -1,272 -0.5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.94M +$33.8K +922 +0.4%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$7.7M +$196K +5,349 +3%

CBU Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2014, worth a combined $970M — up 9.3% from $887M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBU positions and 12 closed out — a net gain of 7 holders — while 44 added to existing stakes and 52 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $11M. The largest seller was Denver Investment Advisors, cutting an estimated $8.63M.

  • 149 institutional investors held Community Bank (CBU) as of Q4 2014, up from 145 in Q3 2014.
  • Funds reported $970M of Community Bank stock for Q4 2014, up 9.3% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q4 2014 and 12 closed out, a net change of +7 holders.
  • The largest Community Bank buyer in Q4 2014 was Schroder Investment Management Group, an estimated $11M added.
  • The largest Community Bank seller in Q4 2014 was Denver Investment Advisors, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2014.