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NBT Bancorp
NBTB

156 hedge funds and large institutions have $884M invested in NBT Bancorp in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

10% more capital invested

Capital invested by funds: $806M → $884M (+$77.9M)

7% more funds holding

Funds holding: 146 → 156 (+10)

0.95% more ownership

Funds ownership: 52.15% → 53.1% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
156
Holders Change
+10
Holders Change %
+6.85%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
57
Reduced
39
Closed
5
Calls
$38K
Puts
–
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.06M
3
Goldman Sachs
Goldman Sachs
New York
+$2.96M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.66M
5
WI
WBI Investments
New Jersey
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.11M
2
State Street
State Street
Massachusetts
-$2.47M
3
NB
NBT Bank
New York
-$1.6M
4
EVM
Eaton Vance Management
Massachusetts
-$987K
5
ZIG
Zurich Insurance Group
Switzerland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
101
KBC Group
Belgium
$286K +$283K +7,499 New
OAM
102
Oxford Asset Management
United Kingdom
$285K +$280K +7,419 New
O
103
OppenheimerFunds
New York
$277K +$4.07K +108 +2%
LPL Financial
104
LPL Financial
California
$276K +$377 +10 +0.1%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$272K – – –
ProShare Advisors
106
ProShare Advisors
Maryland
$268K +$8.19K +217 +3%
USAA
107
United Services Automobile Association
Texas
$261K – – –
QPWM
108
Quadrant Private Wealth Management
Pennsylvania
$259K – – –
SCM
109
Stevens Capital Management
Pennsylvania
$255K -$134K -3,540 -35%
MWM
110
MinichMacGregor Wealth Management
New York
$251K +$1.58K +42 +0.7%
CCT
111
Chemung Canal Trust
New York
$248K – – –
Neuberger Berman Group
112
Neuberger Berman Group
New York
$240K – – –
AB
113
Amalgamated Bank
New York
$238K +$6.22K +165 +3%
Holocene Advisors
114
Holocene Advisors
New York
$220K +$217K +5,764 New
CIBC Asset Management
115
CIBC Asset Management
Ontario, Canada
$211K -$5.17K -137 -2%
BAM
116
Berkshire Asset Management
Pennsylvania
$202K +$199K +5,282 New
AIM
117
Assured Investment Management
New York
$179K +$1.28K +34 +0.7%
BBHC
118
Brown Brothers Harriman & Co
New York
$171K – – –
AIP
119
Ameritas Investment Partners
Nebraska
$140K – – –
IUHSA
120
Itau Unibanco Holding S.A.
Brazil
$124K +$123K +3,255 New
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$124K -$432K -11,466 -78%
WC
122
Whitney & Co
New York
$121K – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$105K +$11.4K +303 +12%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$95K -$21.4K -568 -19%
GWM
125
Geneos Wealth Management
Colorado
$89K – – –
3 4
5
6 7

NBTB Hedge Fund Activity: Q2 2018 in Review

156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2018, worth a combined $884M — up 9.7% from $806M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBTB positions and 5 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $13M. The largest seller was Millennium Management, cutting an estimated $6.11M.

  • 156 institutional investors held NBT Bancorp (NBTB) as of Q2 2018, up from 146 in Q1 2018.
  • Funds reported $884M of NBT Bancorp stock for Q2 2018, up 9.7% quarter-over-quarter.
  • 16 funds opened new NBT Bancorp positions in Q2 2018 and 5 closed out, a net change of +11 holders.
  • The largest NBT Bancorp buyer in Q2 2018 was BlackRock, an estimated $13M added.
  • The largest NBT Bancorp seller in Q2 2018 was Millennium Management, an estimated $6.11M sold.

Based on aggregated 13F filings for Q2 2018.