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Community Bank

244 hedge funds and large institutions have $1.78B invested in Community Bank in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $887K | Put options by funds: $227K

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

3% more funds holding

Funds holding: 236244 (+8)

9% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 76

0.07% less ownership

Funds ownership: 71.46%71.39% (-0.07%)

3% less capital invested

Capital invested by funds: $1.83B → $1.78B (-$52.2M)

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
83
Reduced
76
Closed
25
Calls
$887K
Puts
$227K
Net Calls
+$660K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$356M -$12.6M -279,516 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$302M -$5.69M -125,720 -2%
State Street
3
State Street
Massachusetts
$174M -$2.26M -49,903 -1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$148M -$1.5M -33,191 -1%
Morgan Stanley
5
Morgan Stanley
New York
$110M +$3.12M +68,945 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.6M +$6.46M +142,909 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$56.7M +$1.27M +28,123 +2%
Goldman Sachs
8
Goldman Sachs
New York
$34.5M +$3.44M +76,115 +12%
Federated Hermes
9
Federated Hermes
Pennsylvania
$32.7M +$2M +44,137 +7%
Charles Schwab
10
Charles Schwab
California
$30.4M +$871K +19,264 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.5M -$497K -10,983 -2%
Northern Trust
12
Northern Trust
Illinois
$25.5M -$774K -17,121 -3%
SBH
13
Segall Bryant & Hamill
Illinois
$23.5M -$3.28M -72,485 -13%
Norges Bank
14
Norges Bank
Norway
$23.4M
N
15
Nuveen
North Carolina
$19.9M -$3.04M -67,233 -14%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$18M -$28.4K -628 -0.2%
Bank of America
17
Bank of America
North Carolina
$13.9M +$1.42M +31,466 +12%
Principal Financial Group
18
Principal Financial Group
Iowa
$12.3M -$750K -16,579 -6%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$11M -$827K -18,290 -7%
WPW
20
Waldron Private Wealth
Pennsylvania
$10.9M
Victory Capital Management
21
Victory Capital Management
Texas
$10.1M +$6M +132,697 +165%
Ameriprise
22
Ameriprise
Minnesota
$9.64M -$794K -17,546 -8%
Invesco
23
Invesco
Georgia
$8.66M +$13.9K +307 +0.2%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$8.61M +$4.99M +110,288 +153%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$7.93M -$245K -5,424 -3%

CBU Hedge Fund Activity: Q2 2024 in Review

244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2024, worth a combined $1.78B — down 2.8% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CBU positions and 25 closed out — a net gain of 10 holders — while 83 added to existing stakes and 76 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.46M. The largest seller was BlackRock, cutting an estimated $12.6M.

  • 244 institutional investors held Community Bank (CBU) as of Q2 2024, up from 236 in Q1 2024.
  • Funds reported $1.78B of Community Bank stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 35 funds opened new Community Bank positions in Q2 2024 and 25 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $6.46M added.
  • The largest Community Bank seller in Q2 2024 was BlackRock, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2024.