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NBT Bancorp
NBTB

157 hedge funds and large institutions have $821M invested in NBT Bancorp in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 152 → 157 (+5)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.72% more ownership

Funds ownership: 53.65% → 54.37% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $899M → $821M (-$77.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
48
Reduced
45
Closed
14
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
-$285K

Top Buyers

Rank Fund Capital Flow
1
WC
Walthausen & Co
New York
+$6.67M
2
BlackRock
BlackRock
New York
+$5.82M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.12M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.04M
5
UCFA
United Capital Financial Advisors
Texas
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.73M
2
Deutsche Bank
Deutsche Bank
Germany
-$2.64M
3
SM
Salzhauer Michael
-$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
5
State Street
State Street
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$236K -$124K -3,387 -33%
QPWM
102
Quadrant Private Wealth Management
Pennsylvania
$235K – – –
O
103
OppenheimerFunds
New York
$234K -$40.3K -1,097 -14%
CCT
104
Chemung Canal Trust
New York
$225K – – –
QAM
105
QCI Asset Management
New York
$214K – – –
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$213K +$227K +6,171 New
AB
107
Amalgamated Bank
New York
$209K -$4.37K -119 -2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$201K – – –
AIM
109
Assured Investment Management
New York
$179K +$37.8K +1,030 +25%
BBHC
110
Brown Brothers Harriman & Co
New York
$155K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$135K +$52.7K +1,436 +59%
AIP
112
Ameritas Investment Partners
Nebraska
$127K – – –
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$106K +$20.9K +570 +23%
S
114
SignatureFD
Georgia
$87K – – –
AWM
115
AllSquare Wealth Management
New York
$82K +$992 +27 +1%
GWM
116
Geneos Wealth Management
Colorado
$80K – – –
IUHSA
117
Itau Unibanco Holding S.A.
Brazil
$72K +$76.5K +2,083 New
AP
118
Advisors Preferred
Maryland
$64K +$68.4K +1,862 New
IA
119
IFP Advisors
Florida
$62K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$59K – – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K -$1.32K -36 -2%
LIA
122
LS Investment Advisors
Michigan
$45K – – –
MWNA
123
Marshall Wace North America
New York
$42K +$44.2K +1,204 New
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$41K -$22.6K -616 -34%
MOACM
125
Mutual of America Capital Management
New York
$37K +$9.26K +252 +30%
3 4
5
6 7

NBTB Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2018, worth a combined $821M — down 8.7% from $899M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NBTB positions and 14 closed out — a net gain of 6 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $6.67M. The largest seller was Millennium Management, cutting an estimated $2.73M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $821M of NBT Bancorp stock for Q4 2018, down 8.7% quarter-over-quarter.
  • 20 funds opened new NBT Bancorp positions in Q4 2018 and 14 closed out, a net change of +6 holders.
  • The largest NBT Bancorp buyer in Q4 2018 was Walthausen & Co, an estimated $6.67M added.
  • The largest NBT Bancorp seller in Q4 2018 was Millennium Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q4 2018.