We are live on ! Find out more
CBU icon

Community Bank

236 hedge funds and large institutions have $1.83B invested in Community Bank in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $994K | Put options by funds: $413K

4% less funds holding

Funds holding: 245236 (-9)

6.17% less ownership

Funds ownership: 77.63%71.46% (-6.2%)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

15% less capital invested

Capital invested by funds: $2.16B → $1.83B (-$329M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
92
Closed
27
Calls
$994K
Puts
$413K
Net Calls
+$581K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$376M +$10.6M +226,427 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M -$3.11M -66,692 -1%
State Street
3
State Street
Massachusetts
$179M -$6.35M -136,007 -4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$152M +$161K +3,444 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$109M -$92.5M -1,981,411 -47%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$78.2M +$2.1M +45,060 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$56.3M +$1.4M +29,908 +3%
Goldman Sachs
8
Goldman Sachs
New York
$31.5M -$7.41M -158,760 -19%
Federated Hermes
9
Federated Hermes
Pennsylvania
$31.1M +$5.18M +110,898 +21%
Charles Schwab
10
Charles Schwab
California
$30M +$1.49M +31,951 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$28.5M -$990K -21,198 -3%
SBH
12
Segall Bryant & Hamill
Illinois
$27.4M +$5.6M +119,890 +27%
Northern Trust
13
Northern Trust
Illinois
$26.7M -$610K -13,061 -2%
Norges Bank
14
Norges Bank
Norway
$23.8M -$4.48M -95,983 -16%
N
15
Nuveen
North Carolina
$23.5M -$55.2K -1,183 -0.2%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$18.4M -$157K -3,354 -0.9%
Principal Financial Group
17
Principal Financial Group
Iowa
$13.3M -$65.3K -1,398 -0.5%
Bank of America
18
Bank of America
North Carolina
$12.6M +$256K +5,485 +2%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$12.1M +$2.71M +58,076 +30%
WPW
20
Waldron Private Wealth
Pennsylvania
$11.1M
Ameriprise
21
Ameriprise
Minnesota
$10.6M +$357K +7,654 +4%
Holocene Advisors
22
Holocene Advisors
New York
$9.38M -$6.71M -143,691 -42%
Invesco
23
Invesco
Georgia
$8.8M +$3.15M +67,578 +58%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$8.33M -$36.6K -785 -0.5%
NIG
25
NFJ Investment Group
Texas
$7.55M +$1.18M +25,338 +19%

CBU Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2024, worth a combined $1.83B — down 15% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CBU and 19 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $10.6M. The largest seller was Morgan Stanley, cutting an estimated $92.5M.

  • 236 institutional investors held Community Bank (CBU) as of Q1 2024, down from 245 in Q4 2023.
  • Funds reported $1.83B of Community Bank stock for Q1 2024, down 15% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q1 2024 and 27 closed out, a net change of -8 holders.
  • The largest Community Bank buyer in Q1 2024 was BlackRock, an estimated $10.6M added.
  • The largest Community Bank seller in Q1 2024 was Morgan Stanley, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2024.