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NBT Bancorp

163 hedge funds and large institutions have $964M invested in NBT Bancorp in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,404% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $23K

24% more capital invested

Capital invested by funds: $778M → $964M (+$186M)

0.09% more ownership

Funds ownership: 55.48%55.58% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3% less funds holding

Funds holding: 168163 (-5)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
56
Closed
19
Calls
$1.04M
Puts
$23K
Net Calls
+$1.01M
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
101
Opes Wealth Management
California
$342K
GT
102
Glenmede Trust
Pennsylvania
$322K -$1.18K -32 -0.4%
LPL Financial
103
LPL Financial
California
$315K +$49.3K +1,341 +20%
PS
104
Portfolio Strategies
New York
$304K
SG Americas Securities
105
SG Americas Securities
New York
$293K -$71K -1,931 -21%
FA
106
Fagan Associates
New York
$289K +$9.2K +250 +4%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$285K
ECM
108
Everence Capital Management
Indiana
$279K
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$273K -$230K -6,251 -48%
QPWM
110
Quadrant Private Wealth Management
Pennsylvania
$271K
SFS
111
Strategic Financial Services
New York
$270K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$259K -$662 -18 -0.3%
BAM
113
Berkshire Asset Management
Pennsylvania
$248K +$228K +6,204 New
AWAP
114
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$217K +5,890 New
MOACM
115
Mutual of America Capital Management
New York
$232K +$13.7K +373 +7%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$226K -$2.72K -74 -1%
PA
117
Profund Advisors
Maryland
$223K +$206K +5,587 New
QAM
118
QCI Asset Management
New York
$207K -$331K -9,000 -63%
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$207K +$191K +5,195 New
PAM
120
Panagora Asset Management
Massachusetts
$192K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185K -$2.5M -68,009 -94%
AIP
122
Ameritas Investment Partners
Nebraska
$146K
JPLA
123
Joseph P. Lucia & Associates
New York
$140K
TRCT
124
Tower Research Capital (TRC)
New York
$112K -$30.2K -822 -23%
JCM
125
Jacobi Capital Management
Pennsylvania
$108K

NBTB Hedge Fund Activity: Q1 2021 in Review

163 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2021, worth a combined $964M — up 24% from $778M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NBTB and 15 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $8.38M. The largest seller was Northern Trust, cutting an estimated $10.7M.

  • 163 institutional investors held NBT Bancorp (NBTB) as of Q1 2021, down from 168 in Q4 2020.
  • Funds reported $964M of NBT Bancorp stock for Q1 2021, up 24% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2021 and 19 closed out, a net change of -4 holders.
  • The largest NBT Bancorp buyer in Q1 2021 was State Street, an estimated $8.38M added.
  • The largest NBT Bancorp seller in Q1 2021 was Northern Trust, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2021.