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NBT Bancorp
NBTB

151 hedge funds and large institutions have $641M invested in NBT Bancorp in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,630% more call options, than puts

Call options by funds: $573K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

1.12% less ownership

Funds ownership: 55.98% → 54.86% (-1.1%)

8% less funds holding

Funds holding: 165 → 151 (-14)

15% less capital invested

Capital invested by funds: $750M → $641M (-$109M)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
50
Closed
26
Calls
$573K
Puts
$10K
Net Calls
+$563K
Net Calls Change
+$625K

Top Buyers

Rank Fund Capital Flow
1
NB
NBT Bank
New York
+$4.55M
2
BlackRock
BlackRock
New York
+$2.08M
3
Invesco
Invesco
Georgia
+$1.91M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.84M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$659K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.4M
2
Macquarie Group
Macquarie Group
Australia
-$4.37M
3
State Street
State Street
Massachusetts
-$2.49M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.51M
5
Goldman Sachs
Goldman Sachs
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$263K – – –
Squarepoint
102
Squarepoint
New York
$234K +$259K +8,726 New
OWM
103
Opes Wealth Management
California
$230K – – –
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$226K +$250K +8,414 New
GT
105
Glenmede Trust
Pennsylvania
$218K +$771 +26 +0.3%
BEAM
106
Baker Ellis Asset Management
Washington
$215K -$59.3K -2,000 -20%
PS
107
Portfolio Strategies
New York
$205K – – –
PFO
108
Pathstone Family Office
New Jersey
$194K +$215K +7,250 New
Citigroup
109
Citigroup
New York
$151K -$521K -17,578 -76%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$147K – – –
MOACM
111
Mutual of America Capital Management
New York
$141K +$93K +3,136 +149%
DCM
112
Dupont Capital Management
Delaware
$136K -$439K -14,808 -74%
PAM
113
Panagora Asset Management
Massachusetts
$129K +$143K +4,816 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$98K -$84.8K -2,860 -45%
AIP
115
Ameritas Investment Partners
Nebraska
$98K – – –
DA
116
Denali Advisors
California
$86K – – –
JCM
117
Jacobi Capital Management
Pennsylvania
$72K – – –
S
118
SignatureFD
Georgia
$70K +$742 +25 +1%
AWM
119
AllSquare Wealth Management
New York
$66K – – –
GWM
120
Geneos Wealth Management
Colorado
$62K – – –
RAM
121
Riggs Asset Management
Pennsylvania
$55K +$46.3K +1,561 +312%
US Bancorp
122
US Bancorp
Minnesota
$42K +$45.7K +1,542 +4,673%
CHA
123
Carmichael Hill & Associates
Maryland
$38K – – –
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K +$593 +20 +1%
SWA
125
Sutton Wealth Advisors
Florida
$36.5K – – –
3 4
5
6 7

NBTB Hedge Fund Activity: Q3 2020 in Review

151 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2020, worth a combined $641M — down 15% from $750M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 12 opened new positions — a net loss of 14 holders — while 50 trimmed existing stakes and 46 added.

The largest buyer was NBT Bank, adding an estimated $4.55M. The largest seller was Vanguard Group, cutting an estimated $6.4M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $641M of NBT Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 12 funds opened new NBT Bancorp positions in Q3 2020 and 26 closed out, a net change of -14 holders.
  • The largest NBT Bancorp buyer in Q3 2020 was NBT Bank, an estimated $4.55M added.
  • The largest NBT Bancorp seller in Q3 2020 was Vanguard Group, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.