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Community Trust Bancorp

91 hedge funds and large institutions have $327M invested in Community Trust Bancorp in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $299M → $327M (+$28.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9291 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
32
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
1
Community Trust & Investment
Kentucky
$66.4M +$246K +6,889 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.4M +$5.59M +156,743 +28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.2M +$609K +17,064 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M +$674K +18,871 +3%
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M +$857K +24,000 +4%
Northern Trust
6
Northern Trust
Illinois
$18.2M -$30.6K -858 -0.2%
BIT
7
BlackRock Institutional Trust
California
$17.5M -$235K -6,591 -1%
BFA
8
BlackRock Fund Advisors
California
$15.6M +$2.11M +59,208 +16%
JP Morgan Chase
9
JP Morgan Chase
New York
$10.1M +$73.3K +2,055 +0.8%
GT
10
Glenmede Trust
Pennsylvania
$9.91M +$649K +18,193 +7%
Ameriprise
11
Ameriprise
Minnesota
$9.8M +$200K +5,600 +2%
State Street
12
State Street
Massachusetts
$9.7M +$98.2K +2,752 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$8.87M -$131K -3,660 -1%
Norges Bank
14
Norges Bank
Norway
$6.19M +$1.17M +32,833 +24%
EAM
15
Edge Asset Management
Washington
$5.1M -$5.39M -151,114 -52%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.42M -$103K -2,877 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.59M +$58K +1,624 +2%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.98M -$1.55M -43,395 -35%
TCIM
19
TIAA CREF Investment Management
New York
$2.48M -$61.2K -1,714 -2%
KCM
20
Kennedy Capital Management
Missouri
$2.21M -$840K -23,538 -28%
PPA
21
Parametric Portfolio Associates
Washington
$2.08M +$11.1K +311 +0.6%
BIM
22
BlackRock Investment Management
Delaware
$1.9M -$11.8K -332 -0.6%
Prudential Financial
23
Prudential Financial
New Jersey
$1.72M -$157K -4,400 -9%
MAM
24
Martingale Asset Management
Massachusetts
$1.41M -$446K -12,501 -24%
Charles Schwab
25
Charles Schwab
California
$1.38M -$40.5K -1,136 -3%

CTBI Hedge Fund Activity: Q4 2014 in Review

91 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Community Trust Bancorp (CTBI) for Q4 2014, worth a combined $327M — up 9.5% from $299M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CTBI positions and 10 closed out — a net gain of 2 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.59M. The largest seller was Edge Asset Management, cutting an estimated $5.39M.

  • 91 institutional investors held Community Trust Bancorp (CTBI) as of Q4 2014, down from 92 in Q3 2014.
  • Funds reported $327M of Community Trust Bancorp stock for Q4 2014, up 9.5% quarter-over-quarter.
  • 12 funds opened new Community Trust Bancorp positions in Q4 2014 and 10 closed out, a net change of +2 holders.
  • The largest Community Trust Bancorp buyer in Q4 2014 was Fidelity Investments, an estimated $5.59M added.
  • The largest Community Trust Bancorp seller in Q4 2014 was Edge Asset Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2014.