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NBT Bancorp
NBTB

151 hedge funds and large institutions have $822M invested in NBT Bancorp in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,075% more call options, than puts

Call options by funds: $334K | Put options by funds: $8K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

9% more funds holding

Funds holding: 138 → 151 (+13)

1.21% more ownership

Funds ownership: 50.11% → 51.32% (+1.2%)

3% more capital invested

Capital invested by funds: $801M → $822M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
50
Reduced
39
Closed
11
Calls
$334K
Puts
$8K
Net Calls
+$326K
Net Calls Change
+$796K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.86M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
4
State Street
State Street
Massachusetts
+$3.94M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$8.36M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$2.03M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.14M
4
NFA
Nationwide Fund Advisors
Ohio
-$1.08M
5
Norges Bank
Norges Bank
Norway
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
101
Crossmark Global Holdings
Texas
$254K +$14.9K +396 +6%
QPWM
102
Quadrant Private Wealth Management
Pennsylvania
$250K +$257K +6,800 New
PA
103
Profund Advisors
Maryland
$245K +$15.5K +412 +7%
Parallax Volatility Advisers
104
Parallax Volatility Advisers
California
$240K +$246K +6,510 New
MWM
105
MinichMacGregor Wealth Management
New York
$237K – – –
Neuberger Berman Group
106
Neuberger Berman Group
New York
$232K – – –
QAM
107
QCI Asset Management
New York
$227K – – –
AB
108
Amalgamated Bank
New York
$227K +$15.5K +412 +7%
CIBC Asset Management
109
CIBC Asset Management
Ontario, Canada
$208K +$213K +5,658 New
BIA
110
Biondo Investment Advisors
Pennsylvania
$200K – – –
BBHC
111
Brown Brothers Harriman & Co
New York
$165K – – –
AIP
112
Ameritas Investment Partners
Nebraska
$135K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$117K +$10.4K +276 +9%
Simplex Trading
114
Simplex Trading
Illinois
$88K +$90.9K +2,409 New
GWM
115
Geneos Wealth Management
Colorado
$86K – – –
AWM
116
AllSquare Wealth Management
New York
$85K +$528 +14 +0.6%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$73K +$2.34K +62 +3%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$72K +$21.4K +568 +41%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$68K +$415 +11 +0.6%
IA
120
IFP Advisors
Florida
$67K -$1.32K -35 -2%
FCB
121
First Command Bank
Texas
$66K – – –
FCFS
122
First Command Financial Services
Texas
$66K – – –
JCM
123
Jacobi Capital Management
Pennsylvania
$63K – – –
II
124
Inspire Investing
Idaho
$56K +$57.1K +1,515 New
LIA
125
LS Investment Advisors
Michigan
$48K -$12.4K -328 -20%
3 4
5
6 7

NBTB Hedge Fund Activity: Q4 2017 in Review

151 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2017, worth a combined $822M — up 2.7% from $801M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NBTB positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $7.86M. The largest seller was Invesco, cutting an estimated $8.36M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $822M of NBT Bancorp stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 24 funds opened new NBT Bancorp positions in Q4 2017 and 11 closed out, a net change of +13 holders.
  • The largest NBT Bancorp buyer in Q4 2017 was BlackRock, an estimated $7.86M added.
  • The largest NBT Bancorp seller in Q4 2017 was Invesco, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2017.