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NBT Bancorp
NBTB

136 hedge funds and large institutions have $530M invested in NBT Bancorp in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $901K | Put options by funds: $196K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $435M → $530M (+$95.4M)

3% more funds holding

Funds holding: 132 → 136 (+4)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
41
Closed
7
Calls
$901K
Puts
$196K
Net Calls
+$705K
Net Calls Change
-$596K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.62M
2
Macquarie Group
Macquarie Group
Australia
+$6.11M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.98M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.92M
5
State Street
State Street
Massachusetts
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.76M
2
MAM
Martingale Asset Management
Massachusetts
-$1.17M
3
PWM
ParenteBeard Wealth Management
Pennsylvania
-$783K
4
MCM
Maltese Capital Management
New York
-$585K
5
PI
Putnam Investments
Massachusetts
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.05M – – –
TPSF
52
Texas Permanent School Fund
Texas
$1.03M -$6.59K -267 -0.7%
Citigroup
53
Citigroup
New York
$939K +$513K +20,769 +139%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$896K -$91.3K -3,700 -10%
BCM
55
Bridgeway Capital Management
Texas
$891K – – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$878K +$46.8K +1,896 +6%
AIG
57
American International Group
New York
$856K -$24.2K -980 -3%
CRC
58
Curi RMB Capital
Illinois
$849K +$56.8K +2,300 +8%
MAM
59
Martingale Asset Management
Massachusetts
$817K -$1.17M -47,513 -60%
ASRS
60
Arizona State Retirement System
Arizona
$802K +$7.4K +300 +1%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$736K – – –
CNB
62
City National Bank
California
$683K +$1.28K +52 +0.2%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$619K – – –
Millennium Management
64
Millennium Management
New York
$618K -$176K -7,143 -23%
TBNY
65
Trustco Bank (New York)
New York
$617K – – –
Renaissance Technologies
66
Renaissance Technologies
New York
$612K +$575K +23,300 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$608K -$39K -1,580 -6%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$597K – – –
KeyBank National Association
69
KeyBank National Association
Ohio
$594K – – –
FAM
70
Fenimore Asset Management
New York
$561K +$204K +8,255 +63%
Bank of America
71
Bank of America
North Carolina
$552K +$202K +8,167 +64%
LSERS
72
Louisiana State Employees Retirement System
Louisiana
$544K +$14.8K +600 +3%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$494K – – –
HW
74
Hancock Whitney
Mississippi
$481K -$14.7K -596 -3%
UBS Group
75
UBS Group
Switzerland
$476K +$447K +18,114 New
1 2
3
4 5

NBTB Hedge Fund Activity: Q4 2014 in Review

136 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2014, worth a combined $530M — up 22% from $435M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NBTB positions and 7 closed out — a net gain of 7 holders — while 43 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.62M. The largest seller was Bryn Mawr Capital Management Inc, exiting entirely with an estimated $2.76M sold.

  • 136 institutional investors held NBT Bancorp (NBTB) as of Q4 2014, up from 132 in Q3 2014.
  • Funds reported $530M of NBT Bancorp stock for Q4 2014, up 22% quarter-over-quarter.
  • 14 funds opened new NBT Bancorp positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $6.62M added.
  • The largest NBT Bancorp seller in Q4 2014 was Bryn Mawr Capital Management Inc, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2014.