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Community Bank

210 hedge funds and large institutions have $2.24B invested in Community Bank in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.76M

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.66% more ownership

Funds ownership: 72.73%73.39% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 214210 (-4)

16% less capital invested

Capital invested by funds: $2.67B → $2.24B (-$430M)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
73
Reduced
72
Closed
21
Calls
$1.98M
Puts
$1.76M
Net Calls
+$218K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$437M +$10.1M +155,907 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$361M +$4.13M +63,653 +1%
State Street
3
State Street
Massachusetts
$256M +$22.2M +342,692 +9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$144M +$9.33M +143,777 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.3M -$6.37M -98,285 -6%
Goldman Sachs
6
Goldman Sachs
New York
$79.2M +$2.93M +45,207 +3%
Northern Trust
7
Northern Trust
Illinois
$63.1M +$196K +3,018 +0.3%
CIP
8
Champlain Investment Partners
Vermont
$60.1M +$171K +2,640 +0.3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$54.3M -$926K -14,277 -2%
Ameriprise
10
Ameriprise
Minnesota
$42.6M -$3.78M -58,327 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42.2M +$3.05M +46,982 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$39.8M -$1.17M -18,098 -3%
Invesco
13
Invesco
Georgia
$38.7M -$768K -11,848 -2%
WPW
14
Waldron Private Wealth
Pennsylvania
$38.3M
Norges Bank
15
Norges Bank
Norway
$28.8M +$1.11M +17,050 +4%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$26.2M -$122K -1,874 -0.4%
EVM
17
Eaton Vance Management
Massachusetts
$24.3M +$2.72M +41,935 +11%
Charles Schwab
18
Charles Schwab
California
$24.1M +$2.1M +32,316 +9%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.3M -$972K -14,982 -4%
Truist Financial
20
Truist Financial
North Carolina
$21.1M -$2.92K -45 -0%
JP Morgan Chase
21
JP Morgan Chase
New York
$19.4M -$11.6M -179,284 -35%
N
22
Nuveen
North Carolina
$14.7M +$2.36M +36,390 +17%
Morgan Stanley
23
Morgan Stanley
New York
$11.7M -$8.45M -130,336 -39%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$11.3M +$613K +9,457 +5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$10.9M +$11.9M +183,887 +21,308%

CBU Hedge Fund Activity: Q1 2020 in Review

210 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2020, worth a combined $2.24B — down 16% from $2.67B a quarter earlier.

Fund positioning in CBU was balanced in Q1 2020: 21 funds opened new positions, 21 closed out, 73 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $22.2M. The largest seller was Macquarie Group, exiting entirely with an estimated $16.3M sold.

  • 210 institutional investors held Community Bank (CBU) as of Q1 2020, down from 214 in Q4 2019.
  • Funds reported $2.24B of Community Bank stock for Q1 2020, down 16% quarter-over-quarter.
  • 21 funds opened new Community Bank positions in Q1 2020 and 21 closed out, a net change of 0 holders.
  • The largest Community Bank buyer in Q1 2020 was State Street, an estimated $22.2M added.
  • The largest Community Bank seller in Q1 2020 was Macquarie Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2020.