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NBT Bancorp
NBTB

130 hedge funds and large institutions have $813M invested in NBT Bancorp in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $421K | Put options by funds: $262K

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.65% less ownership

Funds ownership: 51.29% → 50.63% (-0.65%)

1% less capital invested

Capital invested by funds: $825M → $813M (-$12.3M)

5% less funds holding

Funds holding: 137 → 130 (-7)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
46
Reduced
37
Closed
16
Calls
$421K
Puts
$262K
Net Calls
+$159K
Net Calls Change
-$79K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.19M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.52M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.12M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$883K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$685K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.46M
2
BlackRock
BlackRock
New York
-$2.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.43M
4
Invesco
Invesco
Georgia
-$1.01M
5
NFA
Nationwide Fund Advisors
Ohio
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
101
National Planning Corporation
California
$219K +$215K +5,800 New
GCP
102
GSA Capital Partners
United Kingdom
$218K +$219K +5,888 New
Neuberger Berman Group
103
Neuberger Berman Group
New York
$217K +$1.75K +47 +0.8%
UBS Group
104
UBS Group
Switzerland
$216K -$87.3K -2,352 -29%
AB
105
Amalgamated Bank
New York
$215K +$2.45K +66 +1%
BIA
106
Biondo Investment Advisors
Pennsylvania
$201K +$200K +5,400 New
Victory Capital Management
107
Victory Capital Management
Texas
$184K -$689K -18,548 -79%
BBHC
108
Brown Brothers Harriman & Co
New York
$165K – – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$149K +$40.5K +1,090 +37%
AIP
110
Ameritas Investment Partners
Nebraska
$135K – – –
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$101K -$113K -3,056 -52%
GWM
112
Geneos Wealth Management
Colorado
$86K – – –
AWM
113
AllSquare Wealth Management
New York
$84K +$483 +13 +0.6%
Creative Planning
114
Creative Planning
Kansas
$70K -$373K -10,048 -84%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K +$1.3K +35 +2%
IA
116
IFP Advisors
Florida
$68K – – –
AF
117
Arrow Financial
New York
$67K – – –
JCM
118
Jacobi Capital Management
Pennsylvania
$63K – – –
LIA
119
LS Investment Advisors
Michigan
$60K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$51K +$9.24K +249 +22%
SWA
121
Sutton Wealth Advisors
Florida
$21.4K – – –
BC
122
Bartlett & Co
Ohio
$18K – – –
CCM
123
Cribstone Capital Management
Maine
$13K – – –
NFG
124
Next Financial Group
Texas
$11K – – –
SEI Investments
125
SEI Investments
Pennsylvania
$11K +$3.49K +94 +45%
2 3 4
5
6

NBTB Hedge Fund Activity: Q2 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2017, worth a combined $813M — down 1.5% from $825M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBTB and 9 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 46 added.

The largest buyer was Citadel Advisors, adding an estimated $2.19M. The largest seller was JP Morgan Chase, cutting an estimated $5.46M.

  • 130 institutional investors held NBT Bancorp (NBTB) as of Q2 2017, down from 137 in Q1 2017.
  • Funds reported $813M of NBT Bancorp stock for Q2 2017, down 1.5% quarter-over-quarter.
  • 9 funds opened new NBT Bancorp positions in Q2 2017 and 16 closed out, a net change of -7 holders.
  • The largest NBT Bancorp buyer in Q2 2017 was Citadel Advisors, an estimated $2.19M added.
  • The largest NBT Bancorp seller in Q2 2017 was JP Morgan Chase, an estimated $5.46M sold.

Based on aggregated 13F filings for Q2 2017.