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NBT Bancorp
NBTB

159 hedge funds and large institutions have $860M invested in NBT Bancorp in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

1% more funds holding

Funds holding: 157 → 159 (+2)

5% more capital invested

Capital invested by funds: $821M → $860M (+$39.5M)

0.66% more ownership

Funds ownership: 54.37% → 55.03% (+0.66%)

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
53
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.63M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.7M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.64M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.45M
2
State Street
State Street
Massachusetts
-$1.89M
3
BlackRock
BlackRock
New York
-$1.2M
4
UBS Group
UBS Group
Switzerland
-$966K
5
Bank of America
Bank of America
North Carolina
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
101
QCI Asset Management
New York
$258K +$36.9K +1,000 +16%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$257K – – –
O
103
OppenheimerFunds
New York
$256K +$13.1K +356 +5%
USAA
104
United Services Automobile Association
Texas
$247K – – –
QPWM
105
Quadrant Private Wealth Management
Pennsylvania
$245K – – –
CCT
106
Chemung Canal Trust
New York
$232K -$1.84K -50 -0.8%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$225K -$20.4K -554 -8%
AB
108
Amalgamated Bank
New York
$225K +$7.71K +209 +3%
ECM
109
Everence Capital Management
Indiana
$213K +$218K +5,910 New
ProShare Advisors
110
ProShare Advisors
Maryland
$212K +$217K +5,895 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$170K +$170K +4,609 +4,609%
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$168K +$140K +3,800 +443%
BBHC
113
Brown Brothers Harriman & Co
New York
$161K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$132K – – –
AAMU
115
Amundi Asset Management US
Massachusetts
$130K -$29.5K -800 -18%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$123K -$18.3K -497 -13%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$99K -$10.8K -292 -10%
S
118
SignatureFD
Georgia
$91K – – –
AWM
119
AllSquare Wealth Management
New York
$87K +$1.33K +36 +2%
GWM
120
Geneos Wealth Management
Colorado
$84K – – –
SHIM
121
Stone House Investment Management
Pennsylvania
$74K +$75.7K +2,051 New
IUHSA
122
Itau Unibanco Holding S.A.
Brazil
$72K – – –
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$69K -$425K -11,516 -86%
IA
124
IFP Advisors
Florida
$65K – – –
JCM
125
Jacobi Capital Management
Pennsylvania
$61K – – –
3 4
5
6 7

NBTB Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2019, worth a combined $860M — up 4.8% from $821M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 10 closed out — a net gain of 5 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Invesco, adding an estimated $3.63M. The largest seller was Morgan Stanley, cutting an estimated $2.45M.

  • 159 institutional investors held NBT Bancorp (NBTB) as of Q1 2019, up from 157 in Q4 2018.
  • Funds reported $860M of NBT Bancorp stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q1 2019 was Invesco, an estimated $3.63M added.
  • The largest NBT Bancorp seller in Q1 2019 was Morgan Stanley, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2019.