We are live on ! Find out more
NBTB icon

NBT Bancorp
NBTB

157 hedge funds and large institutions have $1.01B invested in NBT Bancorp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $895M → $1.01B (+$115M)

1% more ownership

Funds ownership: 55.86% → 56.86% (+1%)

0% more funds holding

Funds holding: 157 → 157 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
157
Holders Change
–
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
49
Reduced
50
Closed
14
Calls
$559K
Puts
–
Net Calls
+$559K
Net Calls Change
+$304K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.28M
2
Macquarie Group
Macquarie Group
Australia
+$3.73M
3
Morgan Stanley
Morgan Stanley
New York
+$3.55M
4
Goldman Sachs
Goldman Sachs
New York
+$2.53M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.37M
2
WC
Walthausen & Co
New York
-$1.28M
3
Invesco
Invesco
Georgia
-$1.13M
4
Bank of America
Bank of America
North Carolina
-$882K
5
ASRS
Arizona State Retirement System
Arizona
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$327K +$73.2K +1,867 +30%
HF
102
HRT Financial
New York
$326K -$139K -3,537 -31%
GT
103
Glenmede Trust
Pennsylvania
$318K +$1.02K +26 +0.3%
OR
104
Olympiad Research
Connecticut
$317K +$307K +7,820 New
PS
105
Portfolio Strategies
New York
$309K – – –
SSA
106
Schonfeld Strategic Advisors
New York
$308K +$299K +7,615 New
QAM
107
QCI Asset Management
New York
$291K – – –
SSWM
108
Sheets Smith Wealth Management
North Carolina
$289K – – –
AB
109
Amalgamated Bank
New York
$288K +$21.2K +540 +8%
ProShare Advisors
110
ProShare Advisors
Maryland
$284K +$40K +1,020 +17%
QPWM
111
Quadrant Private Wealth Management
Pennsylvania
$276K – – –
HSBC Holdings
112
HSBC Holdings
United Kingdom
$272K +$17.3K +440 +7%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$265K -$10.2K -260 -4%
ARTA
114
A.R.T. Advisors
New York
$259K +$250K +6,385 New
SG Americas Securities
115
SG Americas Securities
New York
$243K +$118K +3,019 +101%
ECM
116
Everence Capital Management
Indiana
$240K – – –
EGM
117
Engineers Gate Manager
New York
$218K +$211K +5,381 New
AAMU
118
Amundi Asset Management US
Massachusetts
$187K – – –
JPLA
119
Joseph P. Lucia & Associates
New York
$183K – – –
AIP
120
Ameritas Investment Partners
Nebraska
$149K – – –
IUHSA
121
Itau Unibanco Holding S.A.
Brazil
$129K +$125K +3,179 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$112K – – –
JCM
123
Jacobi Capital Management
Pennsylvania
$110K +$39.1K +996 +58%
S
124
SignatureFD
Georgia
$105K +$2.08K +53 +2%
AWM
125
AllSquare Wealth Management
New York
$99K – – –
3 4
5
6 7

NBTB Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2019, worth a combined $1.01B — up 13% from $895M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBTB positions and 14 closed out — a net gain of 2 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.28M. The largest seller was BlackRock, cutting an estimated $2.37M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.01B of NBT Bancorp stock for Q4 2019, up 13% quarter-over-quarter.
  • 16 funds opened new NBT Bancorp positions in Q4 2019 and 14 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $4.28M added.
  • The largest NBT Bancorp seller in Q4 2019 was BlackRock, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2019.