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Community Bank

211 hedge funds and large institutions have $2.07B invested in Community Bank in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $981K

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1.21% more ownership

Funds ownership: 69.71%70.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $2.12B → $2.07B (-$48.4M)

5% less funds holding

Funds holding: 221211 (-10)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
211
Holders Change
-10
Holders Change %
-4.52%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
78
Reduced
66
Closed
24
Calls
$1.99M
Puts
$981K
Net Calls
+$1.01M
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$421M +$10.2M +176,480 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$316M -$9.5M -164,824 -3%
State Street
3
State Street
Massachusetts
$250M +$26M +450,716 +11%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$128M -$3.55M -61,572 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$74M -$642K -11,145 -0.8%
Goldman Sachs
6
Goldman Sachs
New York
$64.8M -$1.85M -32,110 -3%
Northern Trust
7
Northern Trust
Illinois
$57.6M -$762K -13,223 -1%
CIP
8
Champlain Investment Partners
Vermont
$54.7M +$260K +4,520 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41M +$1.06M +18,430 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$36.2M -$935K -16,232 -2%
WPW
11
Waldron Private Wealth
Pennsylvania
$35.6M
Ameriprise
12
Ameriprise
Minnesota
$35M -$1.55M -26,927 -4%
Invesco
13
Invesco
Georgia
$30.7M +$1.55M +26,845 +5%
Federated Hermes
14
Federated Hermes
Pennsylvania
$30.5M -$551K -9,556 -2%
Norges Bank
15
Norges Bank
Norway
$29.6M -$349K -6,065 -1%
EVM
16
Eaton Vance Management
Massachusetts
$26.2M +$7.58M +131,538 +38%
Charles Schwab
17
Charles Schwab
California
$22.9M +$106K +1,838 +0.4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$21.7M -$403 -7 -0%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$21.5M -$1.01M -17,545 -4%
Principal Financial Group
20
Principal Financial Group
Iowa
$21.1M -$467K -8,099 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$17.8M -$3.92M -68,032 -17%
Truist Financial
22
Truist Financial
North Carolina
$15.8M -$498K -8,648 -3%
SBH
23
Segall Bryant & Hamill
Illinois
$14.7M +$6.11M +105,996 +65%
N
24
Nuveen
North Carolina
$13.5M +$34.5K +599 +0.2%
Morgan Stanley
25
Morgan Stanley
New York
$11.1M -$2.32M -40,322 -17%

CBU Hedge Fund Activity: Q3 2020 in Review

211 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2020, worth a combined $2.07B — down 2.3% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CBU and 14 opened new positions — a net loss of 10 holders — while 66 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $26M. The largest seller was Vanguard Group, cutting an estimated $9.5M.

  • 211 institutional investors held Community Bank (CBU) as of Q3 2020, down from 221 in Q2 2020.
  • Funds reported $2.07B of Community Bank stock for Q3 2020, down 2.3% quarter-over-quarter.
  • 14 funds opened new Community Bank positions in Q3 2020 and 24 closed out, a net change of -10 holders.
  • The largest Community Bank buyer in Q3 2020 was State Street, an estimated $26M added.
  • The largest Community Bank seller in Q3 2020 was Vanguard Group, an estimated $9.5M sold.

Based on aggregated 13F filings for Q3 2020.