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NBT Bancorp

144 hedge funds and large institutions have $905M invested in NBT Bancorp in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $570K | Put options by funds: $239K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

50.28% more ownership

Funds ownership: 0%50.28% (+50%)

32% more capital invested

Capital invested by funds: $688M → $905M (+$217M)

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

4% more funds holding

Funds holding: 138144 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
49
Reduced
42
Closed
12
Calls
$570K
Puts
$239K
Net Calls
+$331K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Sippican Capital Advisors
Massachusetts
$318K
VKH
102
Virtu KCG Holdings
New York
$313K +$278K +7,472 New
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$311K +$483 +13 +0.1%
GT
104
Glenmede Trust
Pennsylvania
$309K
SSWM
105
Sheets Smith Wealth Management
North Carolina
$299K
AWP
106
Ascent Wealth Partners
New York
$293K +$781 +21 +0.3%
MC
107
Miles Capital
Iowa
$290K +$17.1K +459 +7%
Wolverine Trading
108
Wolverine Trading
Illinois
$286K +$254K +6,830 New
MWM
109
MinichMacGregor Wealth Management
New York
$270K
Neuberger Berman Group
110
Neuberger Berman Group
New York
$244K -$24.8K -668 -10%
AB
111
Amalgamated Bank
New York
$241K +$214K +5,750 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$239K +$212K +5,700 New
BIA
113
Biondo Investment Advisors
Pennsylvania
$233K +$207K +5,555 New
O
114
OppenheimerFunds
New York
$228K +$202K +5,439 New
CL
115
CPWM LLC
Washington
$207K +$184K +4,939 New
SOADOR
116
State of Alaska Department of Revenue
Alaska
$195K +$173K +4,660 New
SG Americas Securities
117
SG Americas Securities
New York
$130K -$107K -2,878 -48%
MFS
118
MSI Financial Services
Massachusetts
$110K
TRCT
119
Tower Research Capital (TRC)
New York
$101K +$89.6K +2,409 New
GWM
120
Geneos Wealth Management
Colorado
$98K
AWM
121
AllSquare Wealth Management
New York
$94K +$446 +12 +0.5%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$89K -$35.6K -957 -29%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K -$2.04K -55 -3%
IA
124
IFP Advisors
Florida
$77K +$1.3K +35 +2%
AF
125
Arrow Financial
New York
$76K -$20.4K -550 -23%

NBTB Hedge Fund Activity: Q4 2016 in Review

144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2016, worth a combined $905M — up 32% from $688M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NBTB positions and 12 closed out — a net gain of 8 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15.6M. The largest seller was Macquarie Group, cutting an estimated $10.5M.

  • 144 institutional investors held NBT Bancorp (NBTB) as of Q4 2016, up from 138 in Q3 2016.
  • Funds reported $905M of NBT Bancorp stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new NBT Bancorp positions in Q4 2016 and 12 closed out, a net change of +8 holders.
  • The largest NBT Bancorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15.6M added.
  • The largest NBT Bancorp seller in Q4 2016 was Macquarie Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.