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NBT Bancorp
NBTB

151 hedge funds and large institutions have $822M invested in NBT Bancorp in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,075% more call options, than puts

Call options by funds: $334K | Put options by funds: $8K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

9% more funds holding

Funds holding: 138 → 151 (+13)

1.21% more ownership

Funds ownership: 50.11% → 51.32% (+1.2%)

3% more capital invested

Capital invested by funds: $801M → $822M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
50
Reduced
39
Closed
11
Calls
$334K
Puts
$8K
Net Calls
+$326K
Net Calls Change
+$796K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.86M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
4
State Street
State Street
Massachusetts
+$3.94M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$8.36M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$2.03M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.14M
4
NFA
Nationwide Fund Advisors
Ohio
-$1.08M
5
Norges Bank
Norges Bank
Norway
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Arrow Financial
New York
$44K -$23.6K -625 -34%
VCM
127
Vigilant Capital Management
Maine
$37K +$38.4K +1,019 New
EARNEST Partners
128
EARNEST Partners
Georgia
$33K +$34.2K +906 New
KBC Group
129
KBC Group
Belgium
$27K – – –
SWA
130
Sutton Wealth Advisors
Florida
$21.3K – – –
SEI Investments
131
SEI Investments
Pennsylvania
$20K -$10.3K -272 -33%
DCM
132
Delpha Capital Management
New York
$20K +$20.7K +550 New
BC
133
Bartlett & Co
Ohio
$18K – – –
MIFH
134
Migdal Insurance & Financial Holdings
Israel
$16K -$37.1K -983 -70%
CCM
135
Cribstone Capital Management
Maine
$13K – – –
GAM
136
Gemmer Asset Management
California
$10K – – –
VCM
137
Versant Capital Management
Arizona
$8K – – –
AG
138
Advisor Group
Arizona
$6K +$5.66K +150 New
ST
139
Smithfield Trust
Pennsylvania
$5K +$5.28K +140 New
ClearBridge Investments
140
ClearBridge Investments
New York
$4K – – –
QCG
141
Quadrant Capital Group
Ohio
$4K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.77K +100 New
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.75K +73 New
AssetMark Inc
144
AssetMark Inc
California
$2K +$302 +8 +20%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$1K – – –
TCOV
146
Trust Company of Vermont
Vermont
$1K – – –
Federated Hermes
147
Federated Hermes
Pennsylvania
$1K +$113 +3 +33%
STA
148
Summit Trail Advisors
New York
$1K +$679 +18 New
FGC
149
Financial Gravity Companies
Texas
$1K +$905 +24 New
Two Sigma Investments
150
Two Sigma Investments
New York
– -$1.14M -31,044 Closed
3 4 5
6
7

NBTB Hedge Fund Activity: Q4 2017 in Review

151 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2017, worth a combined $822M — up 2.7% from $801M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NBTB positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $7.86M. The largest seller was Invesco, cutting an estimated $8.36M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $822M of NBT Bancorp stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 24 funds opened new NBT Bancorp positions in Q4 2017 and 11 closed out, a net change of +13 holders.
  • The largest NBT Bancorp buyer in Q4 2017 was BlackRock, an estimated $7.86M added.
  • The largest NBT Bancorp seller in Q4 2017 was Invesco, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2017.