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NBT Bancorp
NBTB

157 hedge funds and large institutions have $895M invested in NBT Bancorp in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 153 → 157 (+4)

0.79% more ownership

Funds ownership: 55.07% → 55.86% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $903M → $895M (-$8.94M)

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
57
Reduced
34
Closed
11
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.22M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.73M
3
Victory Capital Management
Victory Capital Management
Texas
+$1.42M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$1.36M
5
N
Nuveen
North Carolina
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.96M
2
Canada Life
Canada Life
Manitoba, Canada
-$2.2M
3
Morgan Stanley
Morgan Stanley
New York
-$1.76M
4
Deutsche Bank
Deutsche Bank
Germany
-$659K
5
ASRS
Arizona State Retirement System
Arizona
-$603K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$321K +$37 +1 +0%
LPL Financial
102
LPL Financial
California
$314K +$12.7K +347 +4%
OWM
103
Opes Wealth Management
California
$313K – – –
Millennium Management
104
Millennium Management
New York
$298K -$2.96M -80,944 -91%
PS
105
Portfolio Strategies
New York
$279K – – –
AWA
106
ARS Wealth Advisors
Florida
$266K +$267K +7,279 New
QAM
107
QCI Asset Management
New York
$263K – – –
SSWM
108
Sheets Smith Wealth Management
North Carolina
$261K – – –
Baird Financial Group
109
Baird Financial Group
Wisconsin
$249K -$513 -14 -0.2%
QPWM
110
Quadrant Private Wealth Management
Pennsylvania
$249K – – –
PA
111
Profund Advisors
Maryland
$248K +$248K +6,780 New
AB
112
Amalgamated Bank
New York
$240K -$5.82K -159 -2%
Jacobs Levy Equity Management
113
Jacobs Levy Equity Management
New Jersey
$235K +$235K +6,420 New
HSBC Holdings
114
HSBC Holdings
United Kingdom
$229K +$229K +6,267 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$225K -$27.7K -756 -11%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$225K -$11K -300 -5%
ProShare Advisors
117
ProShare Advisors
Maryland
$218K +$7.14K +195 +3%
ECM
118
Everence Capital Management
Indiana
$216K – – –
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$202K – – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$172K – – –
AAMU
121
Amundi Asset Management US
Massachusetts
$168K +$36.6K +1,000 +28%
JPLA
122
Joseph P. Lucia & Associates
New York
$165K – – –
BBHC
123
Brown Brothers Harriman & Co
New York
$164K – – –
AIP
124
Ameritas Investment Partners
Nebraska
$134K – – –
AP
125
Advisors Preferred
Maryland
$131K +$131K +3,576 New
3 4
5
6 7

NBTB Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2019, worth a combined $895M — down 0.99% from $903M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 11 closed out — a net gain of 4 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Invesco, adding an estimated $3.22M. The largest seller was Millennium Management, cutting an estimated $2.96M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $895M of NBT Bancorp stock for Q3 2019, down 0.99% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest NBT Bancorp buyer in Q3 2019 was Invesco, an estimated $3.22M added.
  • The largest NBT Bancorp seller in Q3 2019 was Millennium Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2019.