We are live on ! Find out more
CBU icon

Community Bank

222 hedge funds and large institutions have $1.92B invested in Community Bank in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $488K | Put options by funds: $159K

3.19% more ownership

Funds ownership: 72.98%76.17% (+3.2%)

7% less capital invested

Capital invested by funds: $2.06B → $1.92B (-$145M)

9% less funds holding

Funds holding: 244222 (-22)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
222
Holders Change
-22
Holders Change %
-9.02%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
86
Closed
40
Calls
$488K
Puts
$159K
Net Calls
+$329K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$370M -$176K -3,596 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M -$4.65M -94,791 -1%
State Street
3
State Street
Massachusetts
$243M -$27M -551,299 -10%
Goldman Sachs
4
Goldman Sachs
New York
$126M +$101M +2,056,276 +329%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$124M -$1.28M -26,173 -1%
Morgan Stanley
6
Morgan Stanley
New York
$89.6M +$18.9M +384,745 +25%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$68.2M +$10.7M +219,224 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.3M +$1.5M +30,635 +3%
CIP
9
Champlain Investment Partners
Vermont
$47.4M +$3.74M +76,325 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.3M -$328K -6,682 -1%
Northern Trust
11
Northern Trust
Illinois
$27.1M -$263K -5,369 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$26M -$694K -14,156 -2%
Norges Bank
13
Norges Bank
Norway
$26M -$74.3K -1,515 -0.3%
Charles Schwab
14
Charles Schwab
California
$25.4M +$1.16M +23,648 +5%
N
15
Nuveen
North Carolina
$19.8M +$92.1K +1,880 +0.4%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$18.1M
Federated Hermes
17
Federated Hermes
Pennsylvania
$15.9M -$805K -16,423 -5%
Principal Financial Group
18
Principal Financial Group
Iowa
$14.3M -$943K -19,229 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.9M +$13.6M +277,400 +1,415%
SBH
20
Segall Bryant & Hamill
Illinois
$13.5M -$180K -3,669 -1%
WPW
21
Waldron Private Wealth
Pennsylvania
$10.8M -$9.62M -196,298 -46%
Bank of America
22
Bank of America
North Carolina
$9.18M +$1.77M +36,181 +23%
Millennium Management
23
Millennium Management
New York
$8.62M +$3.08M +62,933 +52%
Invesco
24
Invesco
Georgia
$8.61M -$1.33M -27,178 -13%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$7.99M -$140K -2,863 -2%

CBU Hedge Fund Activity: Q2 2023 in Review

222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2023, worth a combined $1.92B — down 7% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CBU and 19 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was State Street, cutting an estimated $27M.

  • 222 institutional investors held Community Bank (CBU) as of Q2 2023, down from 244 in Q1 2023.
  • Funds reported $1.92B of Community Bank stock for Q2 2023, down 7% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q2 2023 and 40 closed out, a net change of -21 holders.
  • The largest Community Bank buyer in Q2 2023 was Goldman Sachs, an estimated $101M added.
  • The largest Community Bank seller in Q2 2023 was State Street, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2023.