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NBT Bancorp
NBTB

188 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,177% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $92K

40% more capital invested

Capital invested by funds: $845M → $1.18B (+$337M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 183 → 188 (+5)

2.62% more ownership

Funds ownership: 56.64% → 59.26% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.74M
3
State Street
State Street
Massachusetts
+$4.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.57M
5
BlackRock
BlackRock
New York
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.19M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.36M
4
Norges Bank
Norges Bank
Norway
-$1.23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$548K – – –
WTA
102
Washington Trust Advisors
Massachusetts
$547K – – –
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$510K +$75K +2,076 +21%
NSIM
104
North Star Investment Management
Illinois
$503K – – –
RJFSA
105
Raymond James Financial Services Advisors
Florida
$497K -$7.12K -197 -2%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$480K +$16.9K +467 +4%
Osaic Holdings
107
Osaic Holdings
Arizona
$462K -$501K -13,867 -56%
HR
108
Howe & Rusling
New York
$454K – – –
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$432K – – –
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$426K -$774K -21,415 -68%
SEI Investments
111
SEI Investments
Pennsylvania
$421K +$11.9K +328 +3%
SP
112
Stablepoint Partners
Massachusetts
$418K +$361K +9,979 New
CW
113
Cook Wealth
North Carolina
$411K +$391K +10,827 New
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$390K – – –
II
115
Inspire Investing
Idaho
$382K -$19.4K -537 -6%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$382K -$14.4K -399 -4%
TIA
117
Tandem Investment Advisors
South Carolina
$376K +$324K +8,973 New
ProShare Advisors
118
ProShare Advisors
Maryland
$362K +$58.9K +1,630 +23%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$351K – – –
MOACM
120
Mutual of America Capital Management
New York
$345K -$1.3K -36 -0.4%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$338K +$13.6K +375 +5%
PS
122
Portfolio Strategies
New York
$320K – – –
Citadel Advisors
123
Citadel Advisors
Florida
$310K +$142K +3,940 +114%
EGM
124
Engineers Gate Manager
New York
$310K +$267K +7,398 New
Baird Financial Group
125
Baird Financial Group
Wisconsin
$306K -$16.8K -466 -6%
3 4
5
6 7

NBTB Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2023, worth a combined $1.18B — up 40% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 18 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was AllianceBernstein, cutting an estimated $2.19M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.18B of NBT Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q4 2023 and 18 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.