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Community Bank

244 hedge funds and large institutions have $2.81B invested in Community Bank in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more capital invested

Capital invested by funds: $2.6B → $2.81B (+$216M)

3% more funds holding

Funds holding: 237244 (+7)

0.36% less ownership

Funds ownership: 70.39%70.03% (-0.36%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
82
Reduced
70
Closed
24
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$588M -$4.01M -55,061 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M +$6.65M +91,160 +1%
State Street
3
State Street
Massachusetts
$329M -$43.2M -592,120 -12%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$201M -$3.3M -45,228 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.2M +$1.24M +16,977 +2%
CIP
6
Champlain Investment Partners
Vermont
$73.5M -$106K -1,450 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$68.8M +$4.1M +56,203 +6%
Goldman Sachs
8
Goldman Sachs
New York
$61.9M -$7.54M -103,387 -11%
EVM
9
Eaton Vance Management
Massachusetts
$60M -$10.2M -139,843 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$56.5M +$8.57M +117,516 +18%
Northern Trust
11
Northern Trust
Illinois
$45.2M +$78.8K +1,081 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$43.7M -$144K -1,977 -0.3%
Invesco
13
Invesco
Georgia
$38.2M +$410K +5,627 +1%
Norges Bank
14
Norges Bank
Norway
$33.9M +$342K +4,696 +1%
Charles Schwab
15
Charles Schwab
California
$33.8M +$904K +12,406 +3%
WPW
16
Waldron Private Wealth
Pennsylvania
$33.6M
Federated Hermes
17
Federated Hermes
Pennsylvania
$29.7M +$371K +5,085 +1%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$28.3M
Principal Financial Group
19
Principal Financial Group
Iowa
$27.1M -$611K -8,379 -2%
Bank of America
20
Bank of America
North Carolina
$24M +$1.7M +23,381 +8%
SBH
21
Segall Bryant & Hamill
Illinois
$23.9M +$986K +13,526 +4%
N
22
Nuveen
North Carolina
$21.5M +$2.75M +37,736 +15%
Morgan Stanley
23
Morgan Stanley
New York
$20.3M +$482K +6,617 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$15.6M +$4.75M +65,225 +45%
Truist Financial
25
Truist Financial
North Carolina
$15.4M -$1.35M -18,586 -8%

CBU Hedge Fund Activity: Q4 2021 in Review

244 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2021, worth a combined $2.81B — up 8.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CBU positions and 24 closed out — a net gain of 10 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.57M. The largest seller was State Street, cutting an estimated $43.2M.

  • 244 institutional investors held Community Bank (CBU) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.81B of Community Bank stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 34 funds opened new Community Bank positions in Q4 2021 and 24 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q4 2021 was Bank of New York Mellon, an estimated $8.57M added.
  • The largest Community Bank seller in Q4 2021 was State Street, an estimated $43.2M sold.

Based on aggregated 13F filings for Q4 2021.