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NBT Bancorp
NBTB

152 hedge funds and large institutions have $808M invested in NBT Bancorp in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 56.86% → 56.91% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

3% less funds holding

Funds holding: 157 → 152 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

20% less capital invested

Capital invested by funds: $1.01B → $808M (-$202M)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
49
Reduced
49
Closed
16
Calls
$518K
Puts
–
Net Calls
+$518K
Net Calls Change
-$41K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.64M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.72M
3
State Street
State Street
Massachusetts
+$3.36M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.14M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.52M
2
Macquarie Group
Macquarie Group
Australia
-$3.75M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.93M
4
DA
Denali Advisors
California
-$1.88M
5
BlackRock
BlackRock
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Guggenheim Capital
Illinois
$1.23M -$59.3K -1,618 -4%
TPSF
52
Texas Permanent School Fund
Texas
$1.21M +$266K +7,271 +24%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1.2M +$9.38K +256 +0.7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.17M -$1.87K -51 -0.1%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$1.17M +$633K +17,275 +92%
Barclays
56
Barclays
United Kingdom
$1.16M -$1.08M -29,620 -45%
FAM
57
Fenimore Asset Management
New York
$1.14M +$3.77K +103 +0.3%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.06M – – –
UCFA
59
United Capital Financial Advisors
Texas
$1.02M – – –
AIG
60
American International Group
New York
$955K -$53.5K -1,460 -5%
Skandinaviska Enskilda Banken (SEB)
61
Skandinaviska Enskilda Banken (SEB)
Sweden
$926K – – –
UBS Group
62
UBS Group
Switzerland
$924K -$1.1M -29,993 -51%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$871K +$53.2K +1,451 +6%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$865K +$36.6K +1,000 +4%
EVM
65
Eaton Vance Management
Massachusetts
$852K +$3.37K +92 +0.4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$852K +$331K +9,026 +52%
AQR Capital Management
67
AQR Capital Management
Connecticut
$733K -$401K -10,946 -33%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$714K +$263K +7,187 +48%
DCM
69
Dupont Capital Management
Delaware
$702K +$794K +21,673 New
VOYA Investment Management
70
VOYA Investment Management
Georgia
$688K +$15.2K +415 +2%
AWM
71
Altavista Wealth Management
North Carolina
$580K – – –
OPERF
72
Oregon Public Employees Retirement Fund
Oregon
$567K – – –
MIM
73
MetLife Investment Management
New Jersey
$566K -$65.8K -1,797 -9%
MSA
74
Mason Street Advisors
Wisconsin
$494K – – –
SFS
75
Strategic Financial Services
New York
$490K – – –
1 2
3
4 5

NBTB Hedge Fund Activity: Q1 2020 in Review

152 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2020, worth a combined $808M — down 20% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBTB and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Goldman Sachs, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $808M of NBT Bancorp stock for Q1 2020, down 20% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2020 and 16 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q1 2020 was Goldman Sachs, an estimated $4.64M added.
  • The largest NBT Bancorp seller in Q1 2020 was Morgan Stanley, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2020.