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NBT Bancorp
NBTB

Overview Fund Activity

137 hedge funds and large institutions have $636M invested in NBT Bancorp in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
42
Reduced
46
Closed
11
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
-$61K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
$103M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$52.8M
4
Canada Life
Canada Life
Manitoba, Canada
$1.65M
5
BFA
BlackRock Fund Advisors
California
$79.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
BA
BlackRock Advisors
Delaware
$7.8M
3
DW
Domani Wealth
Pennsylvania
$0
4
State Street
State Street
Massachusetts
$26.7M
5
IIC
Ironwood Investment Counsel
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$204K +$204K +7,134 New
MWM
102
MinichMacGregor Wealth Management
New York
$184K -$4.19K -147 -2%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$173K +$20.8K +727 +14%
RA
104
Rational Advisors
New York
$172K – – –
PI
105
PineBridge Investments
New York
$156K +$5.07K +177 +3%
SG
106
Societe Generale
$141K +$141K +4,911 New
SG Americas Securities
107
SG Americas Securities
New York
$141K +$141K +4,911 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$137K -$27.1K -945 -16%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$128K – – –
Victory Capital Management
110
Victory Capital Management
Texas
$122K +$53.3K +1,864 +77%
AF
111
Arrow Financial
New York
$85K – – –
KA
112
Klingman & Associates
New York
$81K -$11.4K -400 -12%
MFS
113
MSI Financial Services
Massachusetts
$81K +$41.4K +1,445 +104%
TRCT
114
Tower Research Capital (TRC)
New York
$72K +$72K +2,512 New
GWM
115
Geneos Wealth Management
Colorado
$66K – – –
AWM
116
AllSquare Wealth Management
New York
$63K +$483 +17 +0.8%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$657 +23 +1%
IA
118
IFP Advisors
Florida
$52K – – –
JCM
119
Jacobi Capital Management
Pennsylvania
$48K +$48K +1,706 New
LIA
120
LS Investment Advisors
Michigan
$44K +$3.84K +134 +10%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$27K – – –
EARNEST Partners
122
EARNEST Partners
Georgia
$26K – – –
SWA
123
Sutton Wealth Advisors
Florida
$16.5K – – –
NFG
124
Next Financial Group
Texas
$15K – – –
AIM
125
Acrospire Investment Management
Illinois
$14K -$14.5K -500 -51%
2 3 4
5
6