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Community Bank

244 hedge funds and large institutions have $2.06B invested in Community Bank in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $577K | Put options by funds: $79K

1.04% more ownership

Funds ownership: 71.93%72.98% (+1%)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

4% less funds holding

Funds holding: 254244 (-10)

13% less capital invested

Capital invested by funds: $2.36B → $2.06B (-$295M)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
87
Reduced
82
Closed
34
Calls
$577K
Puts
$79K
Net Calls
+$498K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$414M +$693K +11,833 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$399K +6,814 +0.1%
State Street
3
State Street
Massachusetts
$301M +$27.6M +470,564 +9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$140M +$9.46M +161,448 +6%
Morgan Stanley
5
Morgan Stanley
New York
$80.1M +$180K +3,077 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64.8M +$1.89M +32,218 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$53.5M +$2.08M +35,525 +4%
CIP
8
Champlain Investment Partners
Vermont
$49.1M -$1.03M -17,515 -2%
Goldman Sachs
9
Goldman Sachs
New York
$32.8M -$3.95M -67,494 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.9M -$919K -15,680 -3%
Northern Trust
11
Northern Trust
Illinois
$30.7M -$389K -6,643 -1%
Ameriprise
12
Ameriprise
Minnesota
$29.9M +$694K +11,847 +2%
Norges Bank
13
Norges Bank
Norway
$29.2M +$947K +16,174 +3%
Charles Schwab
14
Charles Schwab
California
$27.2M +$539K +9,197 +2%
WPW
15
Waldron Private Wealth
Pennsylvania
$22.5M +$151K +2,578 +0.6%
N
16
Nuveen
North Carolina
$22.1M +$2.79M +47,683 +13%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$20.2M +$227K +3,876 +1%
Federated Hermes
18
Federated Hermes
Pennsylvania
$18.7M +$378K +6,449 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$17M -$215K -3,670 -1%
SBH
20
Segall Bryant & Hamill
Illinois
$15.3M -$228K -3,900 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.1M +$9.3M +158,768 +220%
Invesco
22
Invesco
Georgia
$11.1M -$15.9M -272,261 -56%
Citadel Advisors
23
Citadel Advisors
Florida
$10.2M +$1.46M +24,919 +15%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$9.09M -$97.1K -1,657 -0.9%
ProShare Advisors
25
ProShare Advisors
Maryland
$8.63M +$946K +16,148 +11%

CBU Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2023, worth a combined $2.06B — down 13% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CBU and 26 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 87 added.

The largest buyer was State Street, adding an estimated $27.6M. The largest seller was Invesco, cutting an estimated $15.9M.

  • 244 institutional investors held Community Bank (CBU) as of Q1 2023, down from 254 in Q4 2022.
  • Funds reported $2.06B of Community Bank stock for Q1 2023, down 13% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q1 2023 and 34 closed out, a net change of -8 holders.
  • The largest Community Bank buyer in Q1 2023 was State Street, an estimated $27.6M added.
  • The largest Community Bank seller in Q1 2023 was Invesco, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.