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NBT Bancorp
NBTB

179 hedge funds and large institutions have $806M invested in NBT Bancorp in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $793K | Put options by funds: $51K

1.16% more ownership

Funds ownership: 57.81% → 58.97% (+1.2%)

3% less capital invested

Capital invested by funds: $832M → $806M (-$25.6M)

2% less funds holding

Funds holding: 182 → 179 (-3)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
67
Closed
18
Calls
$793K
Puts
$51K
Net Calls
+$742K
Net Calls Change
+$68K

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$19.4M
2
EAM
Eagle Asset Management
Florida
+$7.77M
3
Millennium Management
Millennium Management
New York
+$4.64M
4
Wells Fargo
Wells Fargo
California
+$2.46M
5
SC
Savant Capital
Illinois
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
-$4.73M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.67M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.85M
4
Morgan Stanley
Morgan Stanley
New York
-$2.48M
5
BlackRock
BlackRock
New York
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
101
Washington Trust Advisors
Massachusetts
$416K – – –
ASRS
102
Arizona State Retirement System
Arizona
$384K -$12.1K -361 -3%
ECM
103
Everence Capital Management
Indiana
$360K – – –
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$357K -$413K -12,360 -52%
HR
105
Howe & Rusling
New York
$345K – – –
YIH
106
Y-Intercept (HK)
Hong Kong
$337K +$112K +3,362 +47%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$335K -$962K -28,742 -73%
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$330K – – –
II
109
Inspire Investing
Idaho
$313K +$56.8K +1,697 +21%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$296K – – –
FLC
111
Fifth Lane Capital
Texas
$295K +$310K +9,274 New
BRWA
112
B. Riley Wealth Advisors
Florida
$288K – – –
HF
113
HRT Financial
New York
$288K +$303K +9,068 New
SEI Investments
114
SEI Investments
Pennsylvania
$286K +$39K +1,165 +15%
Lido Advisors
115
Lido Advisors
California
$267K -$104K -3,114 -27%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$267K -$468 -14 -0.2%
MOACM
117
Mutual of America Capital Management
New York
$267K -$14.8K -441 -5%
SFS
118
Strategic Financial Services
New York
$267K – – –
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$262K – – –
CSS
120
Cubist Systematic Strategies
Connecticut
$251K +$264K +7,884 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$246K +$6.32K +189 +3%
TRCT
122
Tower Research Capital (TRC)
New York
$244K +$182K +5,439 +244%
PS
123
Portfolio Strategies
New York
$243K – – –
AQR Capital Management
124
AQR Capital Management
Connecticut
$240K -$344K -10,287 -58%
Renaissance Technologies
125
Renaissance Technologies
New York
$239K -$963K -28,800 -79%
3 4
5
6 7

NBTB Hedge Fund Activity: Q2 2023 in Review

179 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2023, worth a combined $806M — down 3.1% from $832M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NBTB and 15 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 51 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $19.4M. The largest seller was TD Asset Management, cutting an estimated $4.73M.

  • 179 institutional investors held NBT Bancorp (NBTB) as of Q2 2023, down from 182 in Q1 2023.
  • Funds reported $806M of NBT Bancorp stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q2 2023 and 18 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q2 2023 was Fuller & Thaler Asset Management, an estimated $19.4M added.
  • The largest NBT Bancorp seller in Q2 2023 was TD Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2023.