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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
CB
76
Community Bank
New York
$473K +$445K +18,021 New
SO
77
STRS Ohio
Ohio
$462K +$56.3K +2,283 +15%
CIC
78
Cornercap Investment Counsel
Georgia
$457K -$10.5K -425 -2%
VIA
79
Vident Investment Advisory
Georgia
$423K +$397K +16,084 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$420K – – –
HA
81
Halsey Associates
Connecticut
$408K -$118K -4,784 -24%
CAM
82
Capstone Asset Management
Texas
$403K -$29.9K -1,210 -7%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$397K – – –
QAM
84
QCI Asset Management
New York
$388K -$112K -4,532 -23%
FNT
85
First National Trust
Pennsylvania
$386K – – –
Two Sigma Investments
86
Two Sigma Investments
New York
$385K +$362K +14,673 New
CS
87
Credit Suisse
Switzerland
$378K -$323K -13,081 -48%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$366K -$19.7K -800 -5%
UBS AM
89
UBS AM
Illinois
$355K +$34.6K +1,400 +12%
BEAM
90
Baker Ellis Asset Management
Washington
$342K – – –
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$294K – – –
KBC Group
92
KBC Group
Belgium
$291K +$273K +11,068 New
GMIM
93
General Motors Investment Management
New York
$281K – – –
ProShare Advisors
94
ProShare Advisors
Maryland
$271K -$196K -7,961 -44%
1CM
95
1492 Capital Management
Wisconsin
$266K – – –
PI
96
PineBridge Investments
New York
$263K +$10.4K +420 +4%
Wells Fargo
97
Wells Fargo
California
$255K +$321 +13 +0.1%
SG Americas Securities
98
SG Americas Securities
New York
$255K +$240K +9,710 New
CCM
99
Coe Capital Management
Illinois
$251K – – –
DC
100
Deere & Company
Illinois
$243K – – –
2 3
4
5 6

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.