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NBT Bancorp
NBTB

152 hedge funds and large institutions have $899M invested in NBT Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $884M → $899M (+$14.9M)

0.56% more ownership

Funds ownership: 53.1% → 53.65% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 156 → 152 (-4)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
42
Reduced
48
Closed
14
Calls
$368K
Puts
–
Net Calls
+$368K
Net Calls Change
+$330K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.39M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.4M
3
Morgan Stanley
Morgan Stanley
New York
+$1.75M
4
Wells Fargo
Wells Fargo
California
+$1.63M
5
Invesco
Invesco
Georgia
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$1.93M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.92M
3
Goldman Sachs
Goldman Sachs
New York
-$1.55M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.39M
5
Northern Trust
Northern Trust
Illinois
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$50K – – –
EARNEST Partners
127
EARNEST Partners
Georgia
$35K – – –
MOACM
128
Mutual of America Capital Management
New York
$32K +$26.7K +670 +419%
SWA
129
Sutton Wealth Advisors
Florida
$22.2K – – –
AF
130
Arrow Financial
New York
$22K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$22K +$22.9K +576 New
TRCT
132
Tower Research Capital (TRC)
New York
$18K +$18.2K +457 New
VRM
133
Vectors Research Management
New York
$17K +$17.1K +429 New
ASN
134
Advisory Services Network
Georgia
$14K – – –
AG
135
Advisor Group
Arizona
$14K +$7.81K +196 +131%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$11.1K – – –
BC
137
Bartlett & Co
Ohio
$11K – – –
GAM
138
Gemmer Asset Management
California
$11K – – –
JA
139
JOYN Advisors
Georgia
$11K +$1.55K +39 +15%
VCM
140
Versant Capital Management
Arizona
$10K – – –
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$8K +$7.97K +200 New
ST
142
Smithfield Trust
Pennsylvania
$5K – – –
DA
143
Denali Advisors
California
$5K +$2.19K +55 +85%
ClearBridge Investments
144
ClearBridge Investments
New York
$4K – – –
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
QCG
146
Quadrant Capital Group
Ohio
$4K – – –
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$4K +$3.83K +96 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$2K – – –
CAW
150
Cornerstone Advisors (Washington)
Washington
$1K – – –
3 4 5
6
7

NBTB Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2018, worth a combined $899M — up 1.7% from $884M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NBTB and 11 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.39M. The largest seller was Deutsche Bank, cutting an estimated $1.93M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $899M of NBT Bancorp stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 11 funds opened new NBT Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q3 2018 was BlackRock, an estimated $9.39M added.
  • The largest NBT Bancorp seller in Q3 2018 was Deutsche Bank, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2018.