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Community Bank

199 hedge funds and large institutions have $1.86B invested in Community Bank in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 191199 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$88.9M)

1.42% less ownership

Funds ownership: 69.66%68.24% (-1.4%)

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
74
Reduced
48
Closed
18
Calls
$860K
Puts
Net Calls
+$860K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$351M +$14.3M +262,378 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$285M +$6.63M +121,985 +2%
State Street
3
State Street
Massachusetts
$190M -$61M -1,122,782 -24%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$116M -$6.84M -125,870 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$4.94M +90,909 +5%
Northern Trust
6
Northern Trust
Illinois
$77.9M -$795K -14,634 -1%
Goldman Sachs
7
Goldman Sachs
New York
$66.6M +$2.31M +42,563 +4%
Macquarie Group
8
Macquarie Group
Australia
$63.4M -$111K -2,038 -0.2%
CIP
9
Champlain Investment Partners
Vermont
$42.2M +$1.36M +25,095 +3%
Ameriprise
10
Ameriprise
Minnesota
$41.1M +$125K +2,305 +0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$39.3M +$2.26M +41,608 +6%
Public Employees Retirement Association of Colorado
12
Public Employees Retirement Association of Colorado
Colorado
$22.8M
SCM
13
Sterling Capital Management
North Carolina
$22.6M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$22.2M +$73.9K +1,359 +0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$21.5M -$26.8M -492,537 -55%
Principal Financial Group
16
Principal Financial Group
Iowa
$20.6M -$2.03M -37,410 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$18.6M +$1.7M +31,302 +10%
Invesco
18
Invesco
Georgia
$17M +$316K +5,807 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15.4M -$1.45M -26,736 -9%
Charles Schwab
20
Charles Schwab
California
$15M +$522K +9,605 +4%
Millennium Management
21
Millennium Management
New York
$14.5M +$14.6M +269,021 New
NA
22
Nottingham Advisors
New York
$9.93M +$707 +13 +0%
Morgan Stanley
23
Morgan Stanley
New York
$9.8M +$2.67M +49,075 +37%
BAM
24
Berkshire Asset Management
Pennsylvania
$9.52M
WC
25
Walthausen & Co
New York
$9.18M -$2.37M -43,645 -20%

CBU Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2017, worth a combined $1.86B — down 4.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CBU positions and 18 closed out — a net gain of 8 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14.6M. The largest seller was State Street, cutting an estimated $61M.

  • 199 institutional investors held Community Bank (CBU) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.86B of Community Bank stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q4 2017 and 18 closed out, a net change of +8 holders.
  • The largest Community Bank buyer in Q4 2017 was Millennium Management, an estimated $14.6M added.
  • The largest Community Bank seller in Q4 2017 was State Street, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2017.