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Community Bank

211 hedge funds and large institutions have $2.94B invested in Community Bank in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,424% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $38K

26% more capital invested

Capital invested by funds: $2.33B → $2.94B (+$604M)

1.14% more ownership

Funds ownership: 69.88%71.02% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226211 (-15)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
211
Holders Change
-15
Holders Change %
-6.64%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
58
Reduced
85
Closed
31
Calls
$2.48M
Puts
$38K
Net Calls
+$2.44M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$604M -$1.05M -14,588 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$466M +$10.1M +141,269 +2%
State Street
3
State Street
Massachusetts
$336M +$7.51M +104,524 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$222M +$43.2M +601,790 +26%
Goldman Sachs
5
Goldman Sachs
New York
$103M +$20M +279,040 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$88.7M -$9.71M -135,222 -10%
CIP
7
Champlain Investment Partners
Vermont
$80.3M +$724K +10,085 +1%
EVM
8
Eaton Vance Management
Massachusetts
$66.7M +$23.7M +330,211 +61%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65.7M +$5.11M +71,181 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$50.3M -$1.37M -19,064 -3%
Ameriprise
11
Ameriprise
Minnesota
$47.3M -$62.6K -872 -0.1%
Northern Trust
12
Northern Trust
Illinois
$46.8M -$3.73M -51,876 -8%
Invesco
13
Invesco
Georgia
$41.3M +$257K +3,583 +0.7%
Federated Hermes
14
Federated Hermes
Pennsylvania
$41.2M -$247K -3,437 -0.6%
Norges Bank
15
Norges Bank
Norway
$38.6M -$2.85M -39,691 -7%
WPW
16
Waldron Private Wealth
Pennsylvania
$34.6M -$14.4M -200,200 -31%
Charles Schwab
17
Charles Schwab
California
$32.3M -$465K -6,474 -2%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$30.2M -$31.9K -444 -0.1%
Principal Financial Group
19
Principal Financial Group
Iowa
$28.7M +$185K +2,575 +0.7%
Bank of America
20
Bank of America
North Carolina
$24.8M +$7.74M +107,813 +50%
JP Morgan Chase
21
JP Morgan Chase
New York
$23.4M -$4.02M -55,983 -15%
SBH
22
Segall Bryant & Hamill
Illinois
$22.8M -$355K -4,944 -2%
N
23
Nuveen
North Carolina
$19.1M -$218K -3,037 -1%
Truist Financial
24
Truist Financial
North Carolina
$18.1M -$553K -7,703 -3%
Morgan Stanley
25
Morgan Stanley
New York
$15.7M -$5.57M -77,616 -27%

CBU Hedge Fund Activity: Q1 2021 in Review

211 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2021, worth a combined $2.94B — up 26% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CBU and 19 opened new positions — a net loss of 12 holders — while 85 trimmed existing stakes and 58 added.

The largest buyer was Neuberger Berman Group, adding an estimated $43.2M. The largest seller was Waldron Private Wealth, cutting an estimated $14.4M.

  • 211 institutional investors held Community Bank (CBU) as of Q1 2021, down from 226 in Q4 2020.
  • Funds reported $2.94B of Community Bank stock for Q1 2021, up 26% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q1 2021 and 31 closed out, a net change of -12 holders.
  • The largest Community Bank buyer in Q1 2021 was Neuberger Berman Group, an estimated $43.2M added.
  • The largest Community Bank seller in Q1 2021 was Waldron Private Wealth, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2021.