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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$1.76M -$45.1K -1,247 -3%
LSV Asset Management
52
LSV Asset Management
Illinois
$1.75M -$330K -9,134 -18%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$1.72M -$22.6K -626 -2%
TPSF
54
Texas Permanent School Fund
Texas
$1.7M +$20.4K +565 +1%
CRC
55
Curi RMB Capital
Illinois
$1.68M – – –
MCA
56
Mendon Capital Advisors
Florida
$1.68M +$1.45M +40,000 New
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$1.61M +$70.4K +1,949 +5%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.59M -$41.2K -1,140 -3%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$1.56M +$249K +6,904 +23%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.43M +$434 +12 +0%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.4M +$298K +8,253 +33%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$1.21M -$15.8K -437 -1%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$97.6K -2,702 -9%
UBS Group
64
UBS Group
Switzerland
$1.11M +$688K +19,047 +254%
IMRF
65
Illinois Municipal Retirement Fund
Illinois
$1.09M -$60.1K -1,663 -6%
Millennium Management
66
Millennium Management
New York
$1.07M +$151K +4,176 +20%
Stifel Financial
67
Stifel Financial
Missouri
$1.06M +$3.07K +85 +0.3%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$1.06M – – –
AIG
69
American International Group
New York
$1.05M -$7.91K -219 -0.9%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.03M -$109K -3,017 -11%
MIM
71
MetLife Investment Management
New Jersey
$1M – – –
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$991K -$126K -3,500 -13%
LSERS
73
Louisiana State Employees Retirement System
Louisiana
$989K -$14.5K -400 -2%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$980K +$75.9K +2,100 +10%
YCM
75
Yousif Capital Management
Michigan
$975K -$36.9K -1,020 -4%
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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.