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NBT Bancorp
NBTB

124 hedge funds and large institutions have $481M invested in NBT Bancorp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,404% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $27K

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $410M → $481M (+$71.4M)

7% more funds holding

Funds holding: 116 → 124 (+8)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
40
Closed
8
Calls
$1.22M
Puts
$27K
Net Calls
+$1.19M
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$14.7M
2
State Street
State Street
Massachusetts
+$4.11M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88M
4
Macquarie Group
Macquarie Group
Australia
+$1.36M
5
BFA
BlackRock Fund Advisors
California
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.41M
2
BIT
BlackRock Institutional Trust
California
-$1.79M
3
SFM
Systematic Financial Management
New Jersey
-$1.49M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.13M
5
JP Morgan Chase
JP Morgan Chase
New York
-$799K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$414K +$392K +15,990 New
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$409K – – –
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$399K -$228K -9,280 -38%
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$391K – – –
CAM
80
Capstone Asset Management
Texas
$384K -$70K -2,854 -16%
QAM
81
QCI Asset Management
New York
$382K -$24.5K -1,000 -6%
FNT
82
First National Trust
Pennsylvania
$380K – – –
CIC
83
Cornercap Investment Counsel
Georgia
$372K +$39K +1,590 +12%
DC
84
Deere & Company
Illinois
$338K +$321K +13,069 New
BEAM
85
Baker Ellis Asset Management
Washington
$337K -$24.5K -1,000 -7%
BCM
86
Bridgeway Capital Management
Texas
$337K – – –
FAM
87
Fenimore Asset Management
New York
$337K – – –
Axa
88
Axa
France
$324K +$307K +12,500 New
UBS AM
89
UBS AM
Illinois
$313K -$137K -5,600 -32%
PI
90
PineBridge Investments
New York
$308K +$172K +7,009 +144%
BIA
91
Biondo Investment Advisors
Pennsylvania
$294K – – –
U
92
UBS
Switzerland
$271K -$134K -5,444 -34%
CT
93
Cambridge Trust
Massachusetts
$265K – – –
CCM
94
Coe Capital Management
Illinois
$248K +$235K +9,565 New
SCM
95
Stevens Capital Management
Pennsylvania
$245K +$232K +9,459 New
CISOA
96
Capital Investment Services of America
Wisconsin
$230K -$24.5K -1,000 -10%
AWP
97
Ascent Wealth Partners
New York
$226K +$214K +8,718 New
CCT
98
Chemung Canal Trust
New York
$206K +$195K +7,946 New
GT
99
Glenmede Trust
Pennsylvania
$191K – – –
MSA
100
Mason Street Advisors
Wisconsin
$178K +$11.8K +482 +8%
2 3
4
5 6

NBTB Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2013, worth a combined $481M — up 17% from $410M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NBTB positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $14.7M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $2.41M.

  • 124 institutional investors held NBT Bancorp (NBTB) as of Q4 2013, up from 116 in Q3 2013.
  • Funds reported $481M of NBT Bancorp stock for Q4 2013, up 17% quarter-over-quarter.
  • 18 funds opened new NBT Bancorp positions in Q4 2013 and 8 closed out, a net change of +10 holders.
  • The largest NBT Bancorp buyer in Q4 2013 was Champlain Investment Partners, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2013.