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Community Bank

235 hedge funds and large institutions have $1.69B invested in Community Bank in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $688K | Put options by funds: $59K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

6% more funds holding

Funds holding: 222235 (+13)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

1.61% less ownership

Funds ownership: 76.17%74.55% (-1.6%)

12% less capital invested

Capital invested by funds: $1.92B → $1.69B (-$230M)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
77
Reduced
78
Closed
29
Calls
$688K
Puts
$59K
Net Calls
+$629K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$327M -$6.67M -140,695 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$277M -$618K -13,039 -0.2%
State Street
3
State Street
Massachusetts
$160M -$66M -1,393,116 -27%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$134M +$24.8M +523,197 +20%
Morgan Stanley
5
Morgan Stanley
New York
$87.7M +$7.95M +167,729 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63M +$1.75M +36,983 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$46.2M +$2.07M +43,646 +4%
CIP
8
Champlain Investment Partners
Vermont
$43M +$294K +6,198 +0.6%
Millennium Management
9
Millennium Management
New York
$38.2M +$34.2M +721,615 +393%
Goldman Sachs
10
Goldman Sachs
New York
$29.8M -$93.6M -1,974,700 -74%
Norges Bank
11
Norges Bank
Norway
$24.5M +$1.18M +24,968 +5%
Northern Trust
12
Northern Trust
Illinois
$24.3M -$203K -4,285 -0.7%
Charles Schwab
13
Charles Schwab
California
$23.6M +$839K +17,696 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.2M -$1.56M -32,976 -6%
N
15
Nuveen
North Carolina
$20.1M +$2.54M +53,549 +13%
Federated Hermes
16
Federated Hermes
Pennsylvania
$19.9M +$6.21M +130,970 +39%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$16.4M +$102K +2,159 +0.6%
SBH
18
Segall Bryant & Hamill
Illinois
$12.3M +$198K +4,186 +1%
Principal Financial Group
19
Principal Financial Group
Iowa
$12.2M -$796K -16,790 -5%
Holocene Advisors
20
Holocene Advisors
New York
$11.7M +$13.1M +276,345 New
CSS
21
Cubist Systematic Strategies
Connecticut
$11.3M +$11M +232,304 +677%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$10.8M +$8.28M +174,636 +218%
WPW
23
Waldron Private Wealth
Pennsylvania
$9.73M
HF
24
HRT Financial
New York
$9.15M +$9.21M +194,246 +862%
Ameriprise
25
Ameriprise
Minnesota
$9.14M -$16.1M -338,903 -61%

CBU Hedge Fund Activity: Q3 2023 in Review

235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2023, worth a combined $1.69B — down 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CBU positions and 29 closed out — a net gain of 14 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Millennium Management, adding an estimated $34.2M. The largest seller was Goldman Sachs, cutting an estimated $93.6M.

  • 235 institutional investors held Community Bank (CBU) as of Q3 2023, up from 222 in Q2 2023.
  • Funds reported $1.69B of Community Bank stock for Q3 2023, down 12% quarter-over-quarter.
  • 43 funds opened new Community Bank positions in Q3 2023 and 29 closed out, a net change of +14 holders.
  • The largest Community Bank buyer in Q3 2023 was Millennium Management, an estimated $34.2M added.
  • The largest Community Bank seller in Q3 2023 was Goldman Sachs, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2023.