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Community Bank

181 hedge funds and large institutions have $1.95B invested in Community Bank in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.8B → $1.95B (+$156M)

2% more funds holding

Funds holding: 177181 (+4)

4.23% less ownership

Funds ownership: 73.3%69.07% (-4.2%)

57% less call options, than puts

Call options by funds: $301K | Put options by funds: $697K

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
89
Reduced
37
Closed
15
Calls
$301K
Puts
$697K
Net Calls
-$396K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$337M +$33.7M +609,319 +11%
State Street
2
State Street
Massachusetts
$280M +$114M +2,059,920 +70%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M +$19.6M +353,538 +8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$131M -$1.93M -34,904 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$105M -$2.46M -44,531 -2%
Northern Trust
6
Northern Trust
Illinois
$81.4M +$5.13M +92,700 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71M -$36.7M -663,249 -34%
Goldman Sachs
8
Goldman Sachs
New York
$67M +$4.65M +84,015 +8%
Macquarie Group
9
Macquarie Group
Australia
$63.3M -$38.2K -690 -0.1%
Ameriprise
10
Ameriprise
Minnesota
$43.8M +$1.09M +19,731 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$40M +$2.87M +51,841 +8%
CIP
12
Champlain Investment Partners
Vermont
$39.3M +$602K +10,887 +2%
Public Employees Retirement Association of Colorado
13
Public Employees Retirement Association of Colorado
Colorado
$23.6M
SCM
14
Sterling Capital Management
North Carolina
$23.4M
Principal Financial Group
15
Principal Financial Group
Iowa
$23.2M +$2.84M +51,281 +14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.1M +$2.39M +43,172 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20.3M -$2.44M -44,085 -11%
Invesco
18
Invesco
Georgia
$16.3M -$256K -4,636 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$15.8M +$1.21M +21,793 +8%
Charles Schwab
20
Charles Schwab
California
$14.2M +$1.57M +28,306 +13%
WC
21
Walthausen & Co
New York
$10.6M -$52.4K -948 -0.5%
BAM
22
Berkshire Asset Management
Pennsylvania
$9.88M
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.56M +$5.41M +97,732 +175%
New York State Teachers Retirement System (NYSTRS)
24
New York State Teachers Retirement System (NYSTRS)
New York
$7.96M +$75.6K +1,367 +1%
TCIM
25
TIAA CREF Investment Management
New York
$7.61M +$948K +17,138 +14%

CBU Hedge Fund Activity: Q2 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2017, worth a combined $1.95B — up 8.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CBU positions and 15 closed out — a net gain of 5 holders — while 89 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $114M. The largest seller was Fidelity Investments, cutting an estimated $36.7M.

  • 181 institutional investors held Community Bank (CBU) as of Q2 2017, up from 177 in Q1 2017.
  • Funds reported $1.95B of Community Bank stock for Q2 2017, up 8.7% quarter-over-quarter.
  • 20 funds opened new Community Bank positions in Q2 2017 and 15 closed out, a net change of +5 holders.
  • The largest Community Bank buyer in Q2 2017 was State Street, an estimated $114M added.
  • The largest Community Bank seller in Q2 2017 was Fidelity Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2017.