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Community Bank

237 hedge funds and large institutions have $2.6B invested in Community Bank in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

7% more funds holding

Funds holding: 221237 (+16)

0.45% less ownership

Funds ownership: 70.85%70.39% (-0.45%)

10% less capital invested

Capital invested by funds: $2.88B → $2.6B (-$288M)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
Holders Change
+16
Holders Change %
+7.24%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
65
Reduced
83
Closed
14
Calls
$525K
Puts
Net Calls
+$525K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$544M -$132K -1,838 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$427M +$1.89M +26,316 +0.4%
State Street
3
State Street
Massachusetts
$343M -$9.82M -136,911 -3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$188M -$4.69M -65,390 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$76.2M -$450K -6,274 -0.6%
CIP
6
Champlain Investment Partners
Vermont
$67.6M +$1.41M +19,590 +2%
EVM
7
Eaton Vance Management
Massachusetts
$64.6M +$3.03M +42,285 +5%
Goldman Sachs
8
Goldman Sachs
New York
$63.9M -$6.69M -93,215 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$59.4M -$5.43M -75,684 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$43.9M -$317K -4,415 -0.7%
Northern Trust
11
Northern Trust
Illinois
$41.4M -$579K -8,076 -1%
Ameriprise
12
Ameriprise
Minnesota
$40.3M -$236K -3,290 -0.6%
Invesco
13
Invesco
Georgia
$34.7M +$1.08M +15,022 +3%
WPW
14
Waldron Private Wealth
Pennsylvania
$30.9M
Norges Bank
15
Norges Bank
Norway
$30.8M -$1.25M -17,361 -4%
Charles Schwab
16
Charles Schwab
California
$30.2M +$643K +8,961 +2%
Federated Hermes
17
Federated Hermes
Pennsylvania
$26.9M -$217K -3,031 -0.8%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$26M -$945K -13,178 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$25.5M -$480K -6,692 -2%
SBH
20
Segall Bryant & Hamill
Illinois
$21M +$439K +6,125 +2%
Bank of America
21
Bank of America
North Carolina
$20.5M +$1.98M +27,534 +10%
Morgan Stanley
22
Morgan Stanley
New York
$18.2M +$1.32M +18,435 +7%
N
23
Nuveen
North Carolina
$16.9M +$1.5M +20,938 +9%
Truist Financial
24
Truist Financial
North Carolina
$15.4M +$8.18K +114 +0.1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$10.5M -$2.85M -39,668 -21%

CBU Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2021, worth a combined $2.6B — down 10% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CBU positions and 14 closed out — a net gain of 17 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $3.39M. The largest seller was State Street, cutting an estimated $9.82M.

  • 237 institutional investors held Community Bank (CBU) as of Q3 2021, up from 221 in Q2 2021.
  • Funds reported $2.6B of Community Bank stock for Q3 2021, down 10% quarter-over-quarter.
  • 31 funds opened new Community Bank positions in Q3 2021 and 14 closed out, a net change of +17 holders.
  • The largest Community Bank buyer in Q3 2021 was SG Americas Securities, an estimated $3.39M added.
  • The largest Community Bank seller in Q3 2021 was State Street, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2021.