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NBT Bancorp
NBTB

156 hedge funds and large institutions have $884M invested in NBT Bancorp in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

10% more capital invested

Capital invested by funds: $806M → $884M (+$77.9M)

7% more funds holding

Funds holding: 146 → 156 (+10)

0.95% more ownership

Funds ownership: 52.15% → 53.1% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
156
Holders Change
+10
Holders Change %
+6.85%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
57
Reduced
39
Closed
5
Calls
$38K
Puts
–
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.06M
3
Goldman Sachs
Goldman Sachs
New York
+$2.96M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.66M
5
WI
WBI Investments
New Jersey
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.11M
2
State Street
State Street
Massachusetts
-$2.47M
3
NB
NBT Bank
New York
-$1.6M
4
EVM
Eaton Vance Management
Massachusetts
-$987K
5
ZIG
Zurich Insurance Group
Switzerland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
AllSquare Wealth Management
New York
$89K +$566 +15 +0.6%
IA
127
IFP Advisors
Florida
$69K – – –
FCB
128
First Command Bank
Texas
$68K – – –
FCFS
129
First Command Financial Services
Texas
$68K – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$66K – – –
JCM
131
Jacobi Capital Management
Pennsylvania
$65K – – –
MIFH
132
Migdal Insurance & Financial Holdings
Israel
$61K +$32.2K +854 +115%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$3.47K +92 +6%
LIA
134
LS Investment Advisors
Michigan
$50K – – –
EARNEST Partners
135
EARNEST Partners
Georgia
$35K – – –
SEI Investments
136
SEI Investments
Pennsylvania
$29K -$264 -7 -0.9%
SWA
137
Sutton Wealth Advisors
Florida
$22.1K – – –
AF
138
Arrow Financial
New York
$22K -$23.6K -625 -53%
ASN
139
Advisory Services Network
Georgia
$15K – – –
BC
140
Bartlett & Co
Ohio
$11K -$7.54K -200 -41%
GAM
141
Gemmer Asset Management
California
$11K – – –
BCWM
142
Bartlett & Co Wealth Management
Ohio
$11K -$7.54K -200 -41%
VCM
143
Versant Capital Management
Arizona
$10K +$1.36K +36 +15%
JA
144
JOYN Advisors
Georgia
$10K +$6.56K +174 +212%
AG
145
Advisor Group
Arizona
$6K – – –
MOACM
146
Mutual of America Capital Management
New York
$6K +$6.04K +160 New
PA
147
Parallel Advisors
California
$6K +$6.9K +183 New
ST
148
Smithfield Trust
Pennsylvania
$5K – – –
ClearBridge Investments
149
ClearBridge Investments
New York
$4K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
3 4 5
6
7

NBTB Hedge Fund Activity: Q2 2018 in Review

156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2018, worth a combined $884M — up 9.7% from $806M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBTB positions and 5 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $13M. The largest seller was Millennium Management, cutting an estimated $6.11M.

  • 156 institutional investors held NBT Bancorp (NBTB) as of Q2 2018, up from 146 in Q1 2018.
  • Funds reported $884M of NBT Bancorp stock for Q2 2018, up 9.7% quarter-over-quarter.
  • 16 funds opened new NBT Bancorp positions in Q2 2018 and 5 closed out, a net change of +11 holders.
  • The largest NBT Bancorp buyer in Q2 2018 was BlackRock, an estimated $13M added.
  • The largest NBT Bancorp seller in Q2 2018 was Millennium Management, an estimated $6.11M sold.

Based on aggregated 13F filings for Q2 2018.