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NBT Bancorp
NBTB

188 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,177% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $92K

40% more capital invested

Capital invested by funds: $845M → $1.18B (+$337M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 183 → 188 (+5)

2.62% more ownership

Funds ownership: 56.64% → 59.26% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.74M
3
State Street
State Street
Massachusetts
+$4.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.57M
5
BlackRock
BlackRock
New York
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.19M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.36M
4
Norges Bank
Norges Bank
Norway
-$1.23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$5.55M -$187K -5,173 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.54M +$205K +5,665 +4%
N
28
Nuveen
North Carolina
$5.08M +$46.6K +1,289 +1%
First Trust Advisors
29
First Trust Advisors
Illinois
$4.98M +$246K +6,821 +6%
Bank of America
30
Bank of America
North Carolina
$4.51M +$446K +12,333 +13%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$4.27M +$3.68M +101,947 New
Wells Fargo
32
Wells Fargo
California
$4.15M -$19.5K -541 -0.5%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.1M +$1.42M +39,347 +67%
Barclays
34
Barclays
United Kingdom
$3.91M +$1.07M +29,526 +46%
Swiss National Bank
35
Swiss National Bank
Switzerland
$3.89M -$397K -11,000 -11%
CS
36
Credit Suisse
Switzerland
$3.8M +$148K +4,083 +5%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.68M -$214K -5,926 -6%
GC
38
Guggenheim Capital
Illinois
$3.19M +$125K +3,454 +5%
RJA
39
Raymond James & Associates
Florida
$3.08M +$38.2K +1,058 +1%
RC
40
Roubaix Capital
Colorado
$2.95M -$137K -3,791 -5%
BFS
41
Bradley Foster & Sargent
Connecticut
$2.81M +$2.42M +66,968 New
SC
42
Savant Capital
Illinois
$2.68M – – –
UBS AM
43
UBS AM
Illinois
$2.66M – – –
Prudential Financial
44
Prudential Financial
New Jersey
$2.28M -$39.5K -1,092 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.2M -$11.7K -324 -0.6%
Citigroup
46
Citigroup
New York
$2.13M +$622K +17,212 +51%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.07M -$86.2K -2,386 -5%
Jane Street
48
Jane Street
New York
$1.96M +$1.18M +32,593 +229%
TF
49
Tompkins Financial
New York
$1.91M -$47.6K -1,318 -3%
Canada Life
50
Canada Life
Manitoba, Canada
$1.8M +$31.4K +868 +2%
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NBTB Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2023, worth a combined $1.18B — up 40% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 18 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was AllianceBernstein, cutting an estimated $2.19M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.18B of NBT Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q4 2023 and 18 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.