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Community Bank

210 hedge funds and large institutions have $2.15B invested in Community Bank in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

14% more capital invested

Capital invested by funds: $1.88B → $2.15B (+$265M)

10% more funds holding

Funds holding: 191210 (+19)

1.97% more ownership

Funds ownership: 69.35%71.32% (+2%)

Holders
210
Holders Change
+19
Holders Change %
+9.95%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
70
Reduced
53
Closed
7
Calls
$650K
Puts
Net Calls
+$650K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$420M +$27.1M +465,005 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M +$10.5M +180,039 +3%
State Street
3
State Street
Massachusetts
$254M -$9.8M -167,964 -4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$120M -$4.44M -76,126 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M -$1.42M -24,266 -1%
Northern Trust
6
Northern Trust
Illinois
$86.9M +$888K +15,214 +1%
Goldman Sachs
7
Goldman Sachs
New York
$79.7M +$5.35M +91,695 +7%
Macquarie Group
8
Macquarie Group
Australia
$69.6M -$57.9K -993 -0.1%
CIP
9
Champlain Investment Partners
Vermont
$54.7M -$6.76M -115,795 -11%
Ameriprise
10
Ameriprise
Minnesota
$48.4M +$2.35M +40,353 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.4M -$152K -2,597 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.9M +$2.24M +38,371 +9%
SCM
13
Sterling Capital Management
North Carolina
$27.6M
HIM
14
Hermes Investment Management
United Kingdom
$25.3M +$25M +429,141 New
Principal Financial Group
15
Principal Financial Group
Iowa
$23.8M +$452K +7,739 +2%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$23.6M
JP Morgan Chase
17
JP Morgan Chase
New York
$22.3M +$2.96M +50,767 +16%
Invesco
18
Invesco
Georgia
$21.3M +$1.02M +17,549 +5%
Norges Bank
19
Norges Bank
Norway
$18.7M +$6.33M +108,451 +52%
Charles Schwab
20
Charles Schwab
California
$18.7M +$1.4M +23,971 +8%
Deutsche Bank
21
Deutsche Bank
Germany
$14M -$1.48M -25,327 -10%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2M -$14.1M -242,460 -52%
Morgan Stanley
23
Morgan Stanley
New York
$11.4M +$42.4K +726 +0.4%
BAM
24
Berkshire Asset Management
Pennsylvania
$10.5M
Wells Fargo
25
Wells Fargo
California
$10M +$2.45M +41,937 +33%

CBU Hedge Fund Activity: Q2 2018 in Review

210 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2018, worth a combined $2.15B — up 14% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CBU positions and 7 closed out — a net gain of 21 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $27.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $14.1M.

  • 210 institutional investors held Community Bank (CBU) as of Q2 2018, up from 191 in Q1 2018.
  • Funds reported $2.15B of Community Bank stock for Q2 2018, up 14% quarter-over-quarter.
  • 28 funds opened new Community Bank positions in Q2 2018 and 7 closed out, a net change of +21 holders.
  • The largest Community Bank buyer in Q2 2018 was BlackRock, an estimated $27.1M added.
  • The largest Community Bank seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2018.