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NBT Bancorp
NBTB

152 hedge funds and large institutions have $899M invested in NBT Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $884M → $899M (+$14.9M)

0.56% more ownership

Funds ownership: 53.1% → 53.65% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 156 → 152 (-4)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
42
Reduced
48
Closed
14
Calls
$368K
Puts
–
Net Calls
+$368K
Net Calls Change
+$330K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.39M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.4M
3
Morgan Stanley
Morgan Stanley
New York
+$1.75M
4
Wells Fargo
Wells Fargo
California
+$1.63M
5
Invesco
Invesco
Georgia
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$1.93M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.92M
3
Goldman Sachs
Goldman Sachs
New York
-$1.55M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.39M
5
Northern Trust
Northern Trust
Illinois
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
101
Quadrant Private Wealth Management
Pennsylvania
$261K – – –
CCT
102
Chemung Canal Trust
New York
$250K – – –
ProShare Advisors
103
ProShare Advisors
Maryland
$242K -$28.2K -708 -10%
QAM
104
QCI Asset Management
New York
$237K -$65.5K -1,643 -21%
AB
105
Amalgamated Bank
New York
$237K -$2.31K -58 -0.9%
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$229K +$238K +5,974 New
Neuberger Berman Group
107
Neuberger Berman Group
New York
$223K -$19.8K -497 -8%
CIBC Asset Management
108
CIBC Asset Management
Ontario, Canada
$212K – – –
BAM
109
Berkshire Asset Management
Pennsylvania
$203K – – –
BBHC
110
Brown Brothers Harriman & Co
New York
$172K – – –
AIM
111
Assured Investment Management
New York
$159K -$21.9K -550 -12%
MWM
112
MinichMacGregor Wealth Management
New York
$144K -$106K -2,654 -41%
AIP
113
Ameritas Investment Partners
Nebraska
$141K – – –
WC
114
Whitney & Co
New York
$123K – – –
S
115
SignatureFD
Georgia
$97K +$101K +2,528 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$95K – – –
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$95K -$30.7K -770 -24%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$94K -$11.4K -285 -10%
AWM
119
AllSquare Wealth Management
New York
$90K +$558 +14 +0.6%
GWM
120
Geneos Wealth Management
Colorado
$89K – – –
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$73K +$956 +24 +1%
IA
122
IFP Advisors
Florida
$69K – – –
MIFH
123
Migdal Insurance & Financial Holdings
Israel
$69K +$8.09K +203 +13%
JCM
124
Jacobi Capital Management
Pennsylvania
$65K – – –
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K -$1.67K -42 -3%
3 4
5
6 7

NBTB Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2018, worth a combined $899M — up 1.7% from $884M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NBTB and 11 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.39M. The largest seller was Deutsche Bank, cutting an estimated $1.93M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $899M of NBT Bancorp stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 11 funds opened new NBT Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q3 2018 was BlackRock, an estimated $9.39M added.
  • The largest NBT Bancorp seller in Q3 2018 was Deutsche Bank, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2018.