NBT Bancorp
NBTB
132 hedge funds and large institutions have $435M invested in NBT Bancorp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2% more funds holding
Funds holding: 129 → 132 (+3)
7% less capital invested
Capital invested by funds: $468M → $435M (-$33.1M)
20% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$2.9M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$2.45M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.84M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$1.71M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$9.49M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.96M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.7M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$829K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$680K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
126
Spot Trading
Chicago,
Illinois
| $14K | +$14.3K | +602 | New |
|
|
MFS
127
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
|
GAM
128
Gemmer Asset Management
Walnut Creek,
California
| $3K | – | – | – |
|
129
ClearBridge Investments
New York
| $2K | – | – | – |
|
|
GSC
130
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$1.16K | +49 | New |
|
131
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $606 | +$38.2K | +1,612 | +6% |
|
|
TC
132
TFS Capital
West Chester,
Pennsylvania
| – | -$680K | -28,320 | Closed |
|
133
Tudor Investment Corp
Stamford,
Connecticut
| – | -$520K | -21,666 | Closed |
|
|
BIA
134
Biondo Investment Advisors
Milford,
Pennsylvania
| – | -$230K | -9,555 | Closed |
|
|
VFA
135
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$90K | -3,729 | Closed |
|
|
1IC
136
1919 Investment Counsel
Baltimore,
Maryland
| – | -$13K | -500 | Closed |
|
|
PAS
137
Partnervest Advisory Services
Santa Barbara,
California
| – | -$2K | -102 | Closed |
|
138
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -100 | Closed |
|
NBTB Hedge Fund Activity: Q3 2014 in Review
132 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2014, worth a combined $435M — down 7.1% from $468M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NBTB positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 49 trimmed.
The largest buyer was Bryn Mawr Capital Management Inc, opening a new position worth an estimated $2.9M. The largest seller was Norges Bank, cutting an estimated $9.49M.
- 132 institutional investors held NBT Bancorp (NBTB) as of Q3 2014, up from 129 in Q2 2014.
- Funds reported $435M of NBT Bancorp stock for Q3 2014, down 7.1% quarter-over-quarter.
- 10 funds opened new NBT Bancorp positions in Q3 2014 and 7 closed out, a net change of +3 holders.
- The largest NBT Bancorp buyer in Q3 2014 was Bryn Mawr Capital Management Inc, an estimated $2.9M added.
- The largest NBT Bancorp seller in Q3 2014 was Norges Bank, an estimated $9.49M sold.
Based on aggregated 13F filings for Q3 2014.