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NBT Bancorp
NBTB

146 hedge funds and large institutions have $806M invested in NBT Bancorp in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

0.83% more ownership

Funds ownership: 51.32% → 52.15% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $822M → $806M (-$16.4M)

3% less funds holding

Funds holding: 151 → 146 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
58
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.85M
2
State Street
State Street
Massachusetts
+$3.09M
3
BlackRock
BlackRock
New York
+$2.52M
4
Millennium Management
Millennium Management
New York
+$2.47M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.91M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.3M
3
UCFA
United Capital Financial Advisors
Texas
-$1.87M
4
Bank of America
Bank of America
North Carolina
-$756K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
101
Quadrant Private Wealth Management
Pennsylvania
$241K – – –
CCT
102
Chemung Canal Trust
New York
$231K -$23.5K -642 -9%
MWM
103
MinichMacGregor Wealth Management
New York
$229K – – –
Neuberger Berman Group
104
Neuberger Berman Group
New York
$223K – – –
QAM
105
QCI Asset Management
New York
$219K – – –
AB
106
Amalgamated Bank
New York
$215K -$3.44K -94 -2%
CIBC Asset Management
107
CIBC Asset Management
Ontario, Canada
$201K – – –
AIM
108
Assured Investment Management
New York
$166K +$171K +4,669 New
BBHC
109
Brown Brothers Harriman & Co
New York
$159K – – –
AIP
110
Ameritas Investment Partners
Nebraska
$130K – – –
WC
111
Whitney & Co
New York
$113K +$116K +3,177 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$108K +$40.6K +1,108 +57%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$87K -$28.4K -776 -24%
GWM
114
Geneos Wealth Management
Colorado
$83K – – –
AWM
115
AllSquare Wealth Management
New York
$82K +$513 +14 +0.6%
IA
116
IFP Advisors
Florida
$67K – – –
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$66K +$403 +11 +0.6%
FCFS
118
First Command Financial Services
Texas
$64K – – –
FCB
119
First Command Bank
Texas
$63.7K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$60K – – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K -$19.9K -543 -27%
LIA
122
LS Investment Advisors
Michigan
$46K – – –
AF
123
Arrow Financial
New York
$42K – – –
EARNEST Partners
124
EARNEST Partners
Georgia
$32K – – –
SEI Investments
125
SEI Investments
Pennsylvania
$28K +$8.36K +228 +42%
3 4
5
6 7

NBTB Hedge Fund Activity: Q1 2018 in Review

146 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2018, worth a combined $806M — down 2% from $822M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NBTB and 13 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 58 added.

The largest buyer was Invesco, adding an estimated $8.85M. The largest seller was Bank of New York Mellon, cutting an estimated $5.91M.

  • 146 institutional investors held NBT Bancorp (NBTB) as of Q1 2018, down from 151 in Q4 2017.
  • Funds reported $806M of NBT Bancorp stock for Q1 2018, down 2% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2018 and 18 closed out, a net change of -5 holders.
  • The largest NBT Bancorp buyer in Q1 2018 was Invesco, an estimated $8.85M added.
  • The largest NBT Bancorp seller in Q1 2018 was Bank of New York Mellon, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2018.