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Community Bank

226 hedge funds and large institutions have $2.33B invested in Community Bank in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

40% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.42M

13% more capital invested

Capital invested by funds: $2.07B → $2.33B (+$261M)

7% more funds holding

Funds holding: 211226 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

1.04% less ownership

Funds ownership: 70.92%69.88% (-1%)

Holders
226
Holders Change
+15
Holders Change %
+7.11%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
74
Reduced
76
Closed
14
Calls
$1.99M
Puts
$1.42M
Net Calls
+$566K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$492M +$9.83M +160,227 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M +$7.83M +127,640 +2%
State Street
3
State Street
Massachusetts
$266M -$19.2M -312,209 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$143M -$2.3M -37,557 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.4M -$4.14M -67,540 -5%
Goldman Sachs
6
Goldman Sachs
New York
$66.2M -$7.77M -126,586 -11%
CIP
7
Champlain Investment Partners
Vermont
$64.6M +$1.97M +32,095 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48.9M +$1.94M +31,688 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$42M +$626K +10,200 +2%
Northern Trust
10
Northern Trust
Illinois
$41.3M -$24.3M -395,568 -37%
WPW
11
Waldron Private Wealth
Pennsylvania
$40.7M
Ameriprise
12
Ameriprise
Minnesota
$38.5M -$1.51M -24,670 -4%
Norges Bank
13
Norges Bank
Norway
$33.8M
Federated Hermes
14
Federated Hermes
Pennsylvania
$33.6M -$1.22M -19,804 -4%
EVM
15
Eaton Vance Management
Massachusetts
$33.6M +$3.54M +57,639 +12%
Invesco
16
Invesco
Georgia
$33.4M -$1.74M -28,387 -5%
Charles Schwab
17
Charles Schwab
California
$26.6M +$390K +6,361 +2%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$24.5M -$53.3K -868 -0.2%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.2M -$948K -15,457 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$22.5M +$1.93M +31,423 +10%
SBH
21
Segall Bryant & Hamill
Illinois
$18.8M +$1.96M +31,930 +12%
Morgan Stanley
22
Morgan Stanley
New York
$17.6M +$4.81M +78,393 +38%
N
23
Nuveen
North Carolina
$15.7M +$241K +3,931 +2%
Truist Financial
24
Truist Financial
North Carolina
$15.2M -$2.78M -45,234 -16%
Bank of America
25
Bank of America
North Carolina
$13.4M +$970K +15,801 +8%

CBU Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2020, worth a combined $2.33B — up 13% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CBU positions and 14 closed out — a net gain of 16 holders — while 74 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.83M. The largest seller was Fidelity Investments, cutting an estimated $24.4M.

  • 226 institutional investors held Community Bank (CBU) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $2.33B of Community Bank stock for Q4 2020, up 13% quarter-over-quarter.
  • 30 funds opened new Community Bank positions in Q4 2020 and 14 closed out, a net change of +16 holders.
  • The largest Community Bank buyer in Q4 2020 was BlackRock, an estimated $9.83M added.
  • The largest Community Bank seller in Q4 2020 was Fidelity Investments, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2020.