CBU Institutional Ownership
Community Bank System, Inc.
1W: +2.6%
1M: +3.1%
3M: -3.2%
YTD: +7.3%
1Y: +9.5%
3Y: +68.5%
5Y: +0.7%
$62.37
+0.05 (+0.08%)
Weekly Expected Move ±2.5%
$59
$61
$62
$64
$66
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CBU
306
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
44
New Positions
105
Increased
103
Reduced
25
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (330 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,556,770 | $471M | +42,948 | +0.6% | 8Q | SEC ↗ |
| 2 | FMR LLC | 3,678,108 | $229M | +651,736 | +21.5% | 32Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,549,062 | $221M | +23,302 | +0.7% | 2Q | SEC ↗ |
| 4 | NEUBERGER BERMAN GROUP LLC | 3,456,640 | $216M | -258,785 | -7.0% | 54Q | SEC ↗ |
| 5 | STATE STREET CORP | 3,313,651 | $207M | +163,311 | +5.2% | 46Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,364,665 | $147M | -9,474 | -0.4% | 2Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,843,474 | $115M | +25,079 | +1.4% | 102Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,682,284 | $105M | -178,802 | -9.6% | 60Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,359,907 | $85M | +62,166 | +4.8% | 91Q | SEC ↗ |
| 10 | FEDERATED HERMES, INC. | 738,531 | $46M | -16,270 | -2.2% | 33Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 657,590 | $41M | +37,078 | +6.0% | 110Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 635,278 | $40M | — | +0.0% | 1Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 635,278 | $40M | -3,733 | -0.6% | 15Q | SEC ↗ |
| 14 | NORGES BANK NEW | 567,244 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 544,140 | $34M | +13,238 | +2.5% | 76Q | SEC ↗ |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /M NEW | 450,410 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Riggs Asset Managment Co. Inc. | 411,432 | $26M | -5,724 | -1.4% | 38Q | SEC ↗ |
| 18 | SEGALL BRYANT & HAMILL, LLC | 392,351 | $24M | +39,201 | +11.1% | 33Q | SEC ↗ |
| 19 | DEPRINCE RACE & ZOLLO INC | 368,124 | $23M | -162,750 | -30.7% | 7Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 356,833 | $22M | +11,196 | +3.2% | 2Q | SEC ↗ |
| 21 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. NEW | 321,017 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 22 | NFJ INVESTMENT GROUP, LLC | 260,075 | $16M | -419,881 | -61.8% | 22Q | SEC ↗ |
| 23 | UBS Group AG | 259,422 | $16M | +107,266 | +70.5% | 47Q | SEC ↗ |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 254,722 | $16M | -1,668 | -0.7% | 83Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 246,960 | $15M | -351,826 | -58.8% | 15Q | SEC ↗ |
| 26 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 236,766 | $15M | +160,000 | +208.4% | 6Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 203,518 | $13M | -321,043 | -61.2% | 15Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 191,639 | $12M | +95,274 | +98.9% | 2Q | SEC ↗ |
| 29 | Public Sector Pension Investment Board | 180,584 | $11M | -7,898 | -4.2% | 68Q | SEC ↗ |
| 30 | Nuveen, LLC | 152,535 | $10M | +21,050 | +16.0% | 6Q | SEC ↗ |
| 31 | Invesco Ltd. | 143,338 | $9M | -3,374 | -2.3% | 81Q | SEC ↗ |
| 32 | SG Americas Securities, LLC | 136,416 | $9M | +15,160 | +12.5% | 6Q | SEC ↗ |
| 33 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 133,785 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 34 | RHUMBLINE ADVISERS | 132,330 | $8M | -14,957 | -10.2% | 85Q | SEC ↗ |
| 35 | Legal & General Group Plc | 124,793 | $8M | +133 | +0.1% | 27Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 124,496 | $8M | -2,844 | -2.2% | 16Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 123,878 | $8M | -3,580 | -2.8% | 31Q | SEC ↗ |
| 38 | Waldron Private Wealth LLC | 122,062 | $8M | +9 | +0.0% | 28Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 118,329 | $7M | -1,961 | -1.6% | 54Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 106,707 | $7M | -6,815 | -6.0% | 99Q | SEC ↗ |
| 41 | VICTORY CAPITAL MANAGEMENT INC | 105,837 | $7M | -48,448 | -31.4% | 28Q | SEC ↗ |
| 42 | Swiss National Bank | 105,400 | $7M | +1,200 | +1.2% | 53Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 105,104 | $7M | +9,315 | +9.7% | 24Q | SEC ↗ |
| 44 | AMERICAN CENTURY COMPANIES INC | 97,233 | $6M | +25,465 | +35.5% | 15Q | SEC ↗ |
| 45 | California Public Employees Retirement | 96,166 | $6M | +2,843 | +3.0% | 82Q | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 94,264 | $6M | -592 | -0.6% | 39Q | SEC ↗ |
| 47 | Community Bank, N.A. | 91,527 | $6M | -8,785 | -8.8% | 47Q | SEC ↗ |
| 48 | Hilton Capital Management, LLC | 77,912 | $5M | +3,793 | +5.1% | 11Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 76,055 | $5M | +31,768 | +71.7% | 100Q | SEC ↗ |
| 50 | NEW YORK STATE TEACHERS RETIREMENT SYS | 75,717 | $5M | -1,067 | -1.4% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 635,278 | $40M |
| NORGES BANK | 567,244 | $35M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 450,410 | $28M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 321,017 | $20M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 133,785 | $8M |
| Janney Montgomery Scott LLC | 61,427 | $4M |
| LOGAN CAPITAL MANAGEMENT INC | 56,000 | $3M |
| CANANDAIGUA NATIONAL CORP | 26,405 | $2M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 26,105 | $2M |
| Jupiter Topco LLC | 23,412 | $1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 18,874 | $1M |
| TRUST CO OF VERMONT | 10,691 | $667K |
| Aquatic Capital Management LLC | 8,163 | $509K |
| Mariner, LLC | 7,755 | $484K |
| Schonfeld Strategic Advisors LLC | 7,621 | $475K |
| MACKENZIE FINANCIAL CORP | 7,483 | $467K |
| PARK AVENUE SECURITIES LLC | 6,329 | $395K |
| Engineers Gate Manager LP | 4,760 | $297K |
| GSA CAPITAL PARTNERS LLP | 4,476 | $279K |
| IFG Advisory, LLC | 3,933 | $245K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ExodusPoint Capital Management, LP | 76,987 | $5M |
| Balyasny Asset Management L.P. | 67,941 | $4M |
| JANE STREET GROUP, LLC | 42,143 | $3M |
| Qube Research & Technologies Ltd | 38,408 | $2M |
| Numerai GP LLC | 26,418 | $2M |
| HRT FINANCIAL LP | 25,942 | $2M |
| Squarepoint Ops LLC | 24,669 | $2M |
| Elo Mutual Pension Insurance Co | 21,436 | $1M |
| MILLENNIUM MANAGEMENT LLC | 15,977 | $996K |
| MANGROVE PARTNERS IM, LLC | 14,436 | $900K |
| Holocene Advisors, LP | 14,174 | $884K |
| Verition Fund Management LLC | 12,096 | $754K |
| Y-Intercept (Hong Kong) Ltd | 9,953 | $621K |
| CreativeOne Wealth, LLC | 7,637 | $476K |
| Minerva Advisors LLC | 6,618 | $413K |
| BANQUE PICTET & CIE SA | 4,848 | $302K |
| Pathway Financial Advisors LLC | 4,694 | $293K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 4,589 | $286K |
| Sequoia Financial Advisors, LLC | 4,334 | $270K |
| MARSHALL WACE, LLP | 3,688 | $230K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +651,736 | +21.5% | 3,678,108 |
| STATE STREET CORP | +163,311 | +5.2% | 3,313,651 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +160,000 | +208.4% | 236,766 |
| UBS Group AG | +107,266 | +70.5% | 259,422 |
| TWO SIGMA INVESTMENTS, LP | +95,274 | +98.9% | 191,639 |
| GEODE CAPITAL MANAGEMENT, LLC | +62,166 | +4.8% | 1,359,907 |
| BlackRock, Inc. | +42,948 | +0.6% | 7,556,770 |
| AQR CAPITAL MANAGEMENT LLC | +39,660 | +154.7% | 65,300 |
| SEGALL BRYANT & HAMILL, LLC | +39,201 | +11.1% | 392,351 |
| NORTHERN TRUST CORP | +37,078 | +6.0% | 657,590 |
| WELLS FARGO & COMPANY/MN | +31,768 | +71.7% | 76,055 |
| AMERICAN CENTURY COMPANIES INC | +25,465 | +35.5% | 97,233 |
| DIMENSIONAL FUND ADVISORS LP | +25,079 | +1.4% | 1,843,474 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +23,302 | +0.7% | 3,549,062 |
| XTX Topco Ltd | +21,229 | +137.9% | 36,622 |
| Nuveen, LLC | +21,050 | +16.0% | 152,535 |
| Ausbil Investment Management Ltd | +18,215 | +79.3% | 41,188 |
| SG Americas Securities, LLC | +15,160 | +12.5% | 136,416 |
| Bank of New York Mellon Corp | +13,238 | +2.5% | 544,140 |
| CITIGROUP INC | +12,924 | +37.0% | 47,825 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NFJ INVESTMENT GROUP, LLC | -419,881 | -61.8% | 260,075 |
| BANK OF AMERICA CORP /DE | -351,826 | -58.8% | 246,960 |
| GOLDMAN SACHS GROUP INC | -321,043 | -61.2% | 203,518 |
| NEUBERGER BERMAN GROUP LLC | -258,785 | -7.0% | 3,456,640 |
| MORGAN STANLEY | -178,802 | -9.6% | 1,682,284 |
| DEPRINCE RACE & ZOLLO INC | -162,750 | -30.7% | 368,124 |
| ProShare Advisors LLC | -105,851 | -93.3% | 7,628 |
| VICTORY CAPITAL MANAGEMENT INC | -48,448 | -31.4% | 105,837 |
| SEI INVESTMENTS CO | -31,952 | -58.9% | 22,272 |
| FIRST TRUST ADVISORS LP | -29,992 | -48.7% | 31,601 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -25,898 | -71.8% | 10,156 |
| Susquehanna Portfolio Strategies, L | -22,557 | -67.7% | 10,754 |
| INTECH INVESTMENT MANAGEMENT LLC | -16,372 | -58.9% | 11,405 |
| FEDERATED HERMES, INC. | -16,270 | -2.2% | 738,531 |
| RHUMBLINE ADVISERS | -14,957 | -10.2% | 132,330 |
| BARCLAYS PLC | -10,688 | -45.8% | 12,648 |
| VANGUARD CAPITAL MANAGEMENT LLC | -9,474 | -0.4% | 2,364,665 |
| Community Bank, N.A. | -8,785 | -8.8% | 91,527 |
| State of Alaska, Department of Reve | -8,689 | -30.8% | 19,565 |
| STIFEL FINANCIAL CORP | -8,043 | -15.7% | 43,276 |