We are live on ! Find out more
NBTB icon

NBT Bancorp

144 hedge funds and large institutions have $905M invested in NBT Bancorp in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $570K | Put options by funds: $239K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

50.28% more ownership

Funds ownership: 0%50.28% (+50%)

32% more capital invested

Capital invested by funds: $688M → $905M (+$217M)

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

4% more funds holding

Funds holding: 138144 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
49
Reduced
42
Closed
12
Calls
$570K
Puts
$239K
Net Calls
+$331K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$68K +$3.57K +96 +6%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$47K
EARNEST Partners
128
EARNEST Partners
Georgia
$38K
JCM
129
Jacobi Capital Management
Pennsylvania
$30K -$37.2K -1,000 -59%
Barclays
130
Barclays
United Kingdom
$28K -$12.8K -345 -34%
SWA
131
Sutton Wealth Advisors
Florida
$24.2K
BC
132
Bartlett & Co
Ohio
$20K
CCM
133
Cribstone Capital Management
Maine
$15K
NFG
134
Next Financial Group
Texas
$13K
GAM
135
Gemmer Asset Management
California
$12K
Simplex Trading
136
Simplex Trading
Illinois
$12K +$10.7K +287 New
VCM
137
Versant Capital Management
Arizona
$10K
SEI Investments
138
SEI Investments
Pennsylvania
$9K +$1.08K +29 +15%
ClearBridge Investments
139
ClearBridge Investments
New York
$4K
SIC
140
Salem Investment Counselors
North Carolina
$3K +$2.34K +63 New
QCG
141
Quadrant Capital Group
Ohio
$2K
DA
142
Denali Advisors
California
$1K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$1K +$781 +21 New
TCOV
144
Trust Company of Vermont
Vermont
$1K +$1.11K +30 New
Nordea Investment Management
145
Nordea Investment Management
Sweden
-$7.35M -223,481 Closed
BGIM
146
Brandywine Global Investment Management
Pennsylvania
-$4.39M -133,556 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-$1.49M -45,296 Closed
MAM
148
Martingale Asset Management
Massachusetts
-$1.36M -41,311 Closed
Bessemer Group
149
Bessemer Group
New Jersey
-$812K -24,700 Closed
AP
150
AHL Partners
United Kingdom
-$333K -10,122 Closed

NBTB Hedge Fund Activity: Q4 2016 in Review

144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2016, worth a combined $905M — up 32% from $688M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NBTB positions and 12 closed out — a net gain of 8 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15.6M. The largest seller was Macquarie Group, cutting an estimated $10.5M.

  • 144 institutional investors held NBT Bancorp (NBTB) as of Q4 2016, up from 138 in Q3 2016.
  • Funds reported $905M of NBT Bancorp stock for Q4 2016, up 32% quarter-over-quarter.
  • 20 funds opened new NBT Bancorp positions in Q4 2016 and 12 closed out, a net change of +8 holders.
  • The largest NBT Bancorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15.6M added.
  • The largest NBT Bancorp seller in Q4 2016 was Macquarie Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.