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NBT Bancorp
NBTB

139 hedge funds and large institutions have $535M invested in NBT Bancorp in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,567% more call options, than puts

Call options by funds: $350K | Put options by funds: $3K

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 138 → 139 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

7% less capital invested

Capital invested by funds: $576M → $535M (-$40.6M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
44
Reduced
44
Closed
12
Calls
$350K
Puts
$3K
Net Calls
+$347K
Net Calls Change
+$73K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.08M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.63M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.53M
5
Invesco
Invesco
Georgia
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$8.58M
2
Macquarie Group
Macquarie Group
Australia
-$4.58M
3
BA
BlackRock Advisors
Delaware
-$3.68M
4
LSV Asset Management
LSV Asset Management
Illinois
-$1.68M
5
WI
WBI Investments
New Jersey
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
51
Curi RMB Capital
Illinois
$991K – – –
State of Tennessee, Department of Treasury
52
State of Tennessee, Department of Treasury
Tennessee
$952K +$21.7K +833 +2%
TPSF
53
Texas Permanent School Fund
Texas
$931K -$38.4K -1,476 -4%
AIG
54
American International Group
New York
$891K +$37.8K +1,456 +5%
DW
55
Domani Wealth
Pennsylvania
$878K – – –
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$812K – – –
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$801K – – –
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$779K +$11.2K +432 +2%
CS
59
Credit Suisse
Switzerland
$776K -$50.4K -1,938 -6%
Creative Planning
60
Creative Planning
Kansas
$728K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$701K -$195K -7,489 -22%
IIC
62
Ironwood Investment Counsel
Arizona
$681K -$107K -4,100 -14%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$639K – – –
TBNY
64
Trustco Bank (New York)
New York
$633K – – –
UBS AM
65
UBS AM
Illinois
$628K +$9.83K +378 +2%
Wells Fargo
66
Wells Fargo
California
$604K +$14.1K +542 +2%
ASRS
67
Arizona State Retirement System
Arizona
$596K +$20.8K +800 +4%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$545K – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$535K +$31.5K +1,210 +6%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$515K – – –
SO
71
STRS Ohio
Ohio
$498K – – –
Millennium Management
72
Millennium Management
New York
$437K -$243K -9,358 -37%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$418K -$101K -3,900 -20%
FAM
74
Fenimore Asset Management
New York
$414K -$20.7K -795 -5%
HA
75
Halsey Associates
Connecticut
$414K – – –
1 2
3
4 5

NBTB Hedge Fund Activity: Q1 2016 in Review

139 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2016, worth a combined $535M — down 7% from $576M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NBTB positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.08M. The largest seller was Champlain Investment Partners, cutting an estimated $8.58M.

  • 139 institutional investors held NBT Bancorp (NBTB) as of Q1 2016, up from 138 in Q4 2015.
  • Funds reported $535M of NBT Bancorp stock for Q1 2016, down 7% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2016 and 12 closed out, a net change of +1 holder.
  • The largest NBT Bancorp buyer in Q1 2016 was Vanguard Group, an estimated $4.08M added.
  • The largest NBT Bancorp seller in Q1 2016 was Champlain Investment Partners, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2016.