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NBT Bancorp

216 hedge funds and large institutions have $1.31B invested in NBT Bancorp in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $893K

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$198M)

17% more funds holding

Funds holding: 184216 (+32)

1.72% more ownership

Funds ownership: 60.81%62.53% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
216
Holders Change
+32
Holders Change %
+17.39%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
58
Reduced
63
Closed
9
Calls
$9.92M
Puts
$893K
Net Calls
+$9.03M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
76
Occudo Quantitative Strategies
Florida
$1.04M +$1.07M +23,617 New
UCFA
77
United Capital Financial Advisors
Texas
$1.02M -$812 -18 -0.1%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.01M -$52.8K -1,171 -5%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$1.01M -$40.6K -900 -4%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$994K -$45.1K -1,000 -4%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$984K
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
$934K +$953K +21,107 New
IWA
83
IBEX Wealth Advisors
New Jersey
$934K +$2.29M +50,700 +4,833%
CB
84
Community Bank
New York
$871K -$36.1K -800 -4%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$869K
CSS
86
Cubist Systematic Strategies
Connecticut
$862K +$880K +19,500 New
PFSC
87
Peoples Financial Services Corp
Pennsylvania
$840K
Citadel Advisors
88
Citadel Advisors
Florida
$813K +$759K +16,827 +1,079%
YCM
89
Yousif Capital Management
Michigan
$809K -$24.1K -534 -3%
BPA
90
Beacon Pointe Advisors
California
$783K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$779K +$108K +2,393 +16%
Comerica Bank
92
Comerica Bank
Texas
$746K -$24.1K -534 -3%
CCIA
93
Campbell & Co Investment Adviser
Maryland
$744K +$759K +16,814 New
RMC
94
Resources Management Corp
Connecticut
$717K -$13.5K -300 -2%
MSRPS
95
Maryland State Retirement & Pension System
Maryland
$705K -$23K -510 -3%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$691K +$287K +6,358 +69%
JWCA
97
J.W. Cole Advisors
Florida
$685K
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$657K +$78.2K +1,732 +13%
Osaic Holdings
99
Osaic Holdings
Arizona
$657K -$4.24K -94 -0.6%
FAM
100
Fenimore Asset Management
New York
$640K

NBTB Hedge Fund Activity: Q3 2024 in Review

216 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2024, worth a combined $1.31B — up 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NBTB positions and 9 closed out — a net gain of 32 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Victory Capital Management, cutting an estimated $3.92M.

  • 216 institutional investors held NBT Bancorp (NBTB) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $1.31B of NBT Bancorp stock for Q3 2024, up 18% quarter-over-quarter.
  • 41 funds opened new NBT Bancorp positions in Q3 2024 and 9 closed out, a net change of +32 holders.
  • The largest NBT Bancorp buyer in Q3 2024 was Morgan Stanley, an estimated $7.6M added.
  • The largest NBT Bancorp seller in Q3 2024 was Victory Capital Management, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2024.