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Community Bank

214 hedge funds and large institutions have $2.67B invested in Community Bank in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $724K | Put options by funds: $433K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $2.3B → $2.67B (+$372M)

1% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 67

0.64% more ownership

Funds ownership: 72.09%72.73% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 216214 (-2)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
68
Reduced
67
Closed
19
Calls
$724K
Puts
$433K
Net Calls
+$291K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M -$21M -313,329 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$431M +$4.99M +74,451 +1%
State Street
3
State Street
Massachusetts
$283M +$13.4M +200,012 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$164M +$5.8M +86,569 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M -$14.6M -218,307 -12%
Goldman Sachs
6
Goldman Sachs
New York
$92.3M +$2.13M +31,816 +3%
Northern Trust
7
Northern Trust
Illinois
$75.9M -$464K -6,924 -0.6%
CIP
8
Champlain Investment Partners
Vermont
$72.3M +$6.46M +96,390 +10%
Federated Hermes
9
Federated Hermes
Pennsylvania
$66.6M +$956K +14,273 +2%
Ameriprise
10
Ameriprise
Minnesota
$55.5M -$1.83M -27,333 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$49.3M +$1.12M +16,680 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.6M +$1.21M +18,122 +3%
Invesco
13
Invesco
Georgia
$47.5M +$15.2M +227,578 +52%
WPW
14
Waldron Private Wealth
Pennsylvania
$46.2M +$18.1M +270,142 +72%
JP Morgan Chase
15
JP Morgan Chase
New York
$36.2M +$19M +283,475 +125%
Norges Bank
16
Norges Bank
Norway
$33.5M
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$31.8M
Principal Financial Group
18
Principal Financial Group
Iowa
$29.2M -$1.46M -21,856 -5%
Charles Schwab
19
Charles Schwab
California
$26.7M +$686K +10,234 +3%
EVM
20
Eaton Vance Management
Massachusetts
$26.4M +$3.97M +59,283 +19%
Truist Financial
21
Truist Financial
North Carolina
$25.5M +$24.1M +359,688 New
Morgan Stanley
22
Morgan Stanley
New York
$23.4M +$5.34M +79,641 +32%
Macquarie Group
23
Macquarie Group
Australia
$17.9M -$27M -402,570 -61%
N
24
Nuveen
North Carolina
$15.1M +$369K +5,501 +3%
ProShare Advisors
25
ProShare Advisors
Maryland
$13.7M +$396K +5,915 +3%

CBU Hedge Fund Activity: Q4 2019 in Review

214 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2019, worth a combined $2.67B — up 16% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CBU positions and 19 closed out — a net gain of 6 holders — while 68 added to existing stakes and 67 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $24.1M. The largest seller was Macquarie Group, cutting an estimated $27M.

  • 214 institutional investors held Community Bank (CBU) as of Q4 2019, down from 216 in Q3 2019.
  • Funds reported $2.67B of Community Bank stock for Q4 2019, up 16% quarter-over-quarter.
  • 25 funds opened new Community Bank positions in Q4 2019 and 19 closed out, a net change of +6 holders.
  • The largest Community Bank buyer in Q4 2019 was Truist Financial, an estimated $24.1M added.
  • The largest Community Bank seller in Q4 2019 was Macquarie Group, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2019.