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NBT Bancorp
NBTB

138 hedge funds and large institutions have $688M invested in NBT Bancorp in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $636M → $688M (+$52.1M)

1% more funds holding

Funds holding: 137 → 138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
51
Reduced
36
Closed
8
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
-$69K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.98M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$6.92M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.17M
4
Morgan Stanley
Morgan Stanley
New York
+$2.77M
5
Invesco
Invesco
Georgia
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$59.3M
2
PFSC
Peoples Financial Services Corp
Pennsylvania
-$4.22M
3
MCA
Mendon Capital Advisors
Florida
-$2.34M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.37M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
101
Sheets Smith Wealth Management
North Carolina
$234K – – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$231K -$213K -6,868 -49%
AWP
103
Ascent Wealth Partners
New York
$229K +$216K +6,982 New
MC
104
Miles Capital
Iowa
$213K +$200K +6,475 New
Neuberger Berman Group
105
Neuberger Berman Group
New York
$213K +$201K +6,488 New
EA
106
Emerald Acquisition
Washington
$212K -$23.9K -773 -11%
MWM
107
MinichMacGregor Wealth Management
New York
$212K – – –
TSS
108
Two Sigma Securities
New York
$204K +$192K +6,209 New
RA
109
Rational Advisors
New York
$198K – – –
SG Americas Securities
110
SG Americas Securities
New York
$197K +$33.2K +1,071 +22%
PI
111
PineBridge Investments
New York
$180K +$898 +29 +0.5%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$147K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$108K -$46.4K -1,500 -31%
KA
114
Klingman & Associates
New York
$93K – – –
MFS
115
MSI Financial Services
Massachusetts
$86K -$6.47K -209 -7%
AF
116
Arrow Financial
New York
$78K -$18.6K -600 -20%
GWM
117
Geneos Wealth Management
Colorado
$77K – – –
AWM
118
AllSquare Wealth Management
New York
$73K +$495 +16 +0.7%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$2.2K -71 -3%
IA
120
IFP Advisors
Florida
$59K – – –
JCM
121
Jacobi Capital Management
Pennsylvania
$56K – – –
LIA
122
LS Investment Advisors
Michigan
$50K – – –
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$37K +$6.01K +194 +21%
Barclays
124
Barclays
United Kingdom
$33K +$27.6K +893 +750%
EARNEST Partners
125
EARNEST Partners
Georgia
$30K – – –
2 3 4
5
6

NBTB Hedge Fund Activity: Q3 2016 in Review

138 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2016, worth a combined $688M — up 8.2% from $636M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NBTB positions and 8 closed out — a net gain of 2 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.98M. The largest seller was Macquarie Group, cutting an estimated $59.3M.

  • 138 institutional investors held NBT Bancorp (NBTB) as of Q3 2016, up from 137 in Q2 2016.
  • Funds reported $688M of NBT Bancorp stock for Q3 2016, up 8.2% quarter-over-quarter.
  • 10 funds opened new NBT Bancorp positions in Q3 2016 and 8 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.98M added.
  • The largest NBT Bancorp seller in Q3 2016 was Macquarie Group, an estimated $59.3M sold.

Based on aggregated 13F filings for Q3 2016.