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NBT Bancorp
NBTB

157 hedge funds and large institutions have $821M invested in NBT Bancorp in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 152 → 157 (+5)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.72% more ownership

Funds ownership: 53.65% → 54.37% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $899M → $821M (-$77.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
48
Reduced
45
Closed
14
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
-$285K

Top Buyers

Rank Fund Capital Flow
1
WC
Walthausen & Co
New York
+$6.67M
2
BlackRock
BlackRock
New York
+$5.82M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.12M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.04M
5
UCFA
United Capital Financial Advisors
Texas
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.73M
2
Deutsche Bank
Deutsche Bank
Germany
-$2.64M
3
SM
Salzhauer Michael
-$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
5
State Street
State Street
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$34.5K -$54.2K -1,477 -60%
TRCT
127
Tower Research Capital (TRC)
New York
$32K +$17K +464 +102%
EARNEST Partners
128
EARNEST Partners
Georgia
$31K – – –
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$30K +$31.5K +857 New
LFA
130
Legacy Financial Advisors
Kentucky
$22K +$23.8K +648 New
AF
131
Arrow Financial
New York
$20K – – –
SWA
132
Sutton Wealth Advisors
Florida
$20K – – –
ASN
133
Advisory Services Network
Georgia
$13K – – –
AG
134
Advisor Group
Arizona
$12K – – –
BC
135
Bartlett & Co
Ohio
$10K – – –
GAM
136
Gemmer Asset Management
California
$10K – – –
BCWM
137
Bartlett & Co Wealth Management
Ohio
$9.96K – – –
VCM
138
Versant Capital Management
Arizona
$9K +$477 +13 +5%
PCM
139
Prelude Capital Management
New York
$7K +$7.93K +216 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$5K -$15.9K -433 -75%
ST
141
Smithfield Trust
Pennsylvania
$5K – – –
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.43K +39 +38%
MNBTD
143
Moody National Bank Trust Division
Texas
$5K +$4.81K +131 New
DA
144
Denali Advisors
California
$4K – – –
QCG
145
Quadrant Capital Group
Ohio
$4K – – –
ClearBridge Investments
146
ClearBridge Investments
New York
$3K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
PFBT
148
Parkside Financial Bank & Trust
Missouri
$2K – – –
PWMG
149
Prestige Wealth Management Group
New Jersey
$2K +$1.95K +53 New
CAM
150
Cresset Asset Management
Illinois
$2K +$2.46K +67 New
3 4 5
6
7

NBTB Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2018, worth a combined $821M — down 8.7% from $899M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NBTB positions and 14 closed out — a net gain of 6 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $6.67M. The largest seller was Millennium Management, cutting an estimated $2.73M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $821M of NBT Bancorp stock for Q4 2018, down 8.7% quarter-over-quarter.
  • 20 funds opened new NBT Bancorp positions in Q4 2018 and 14 closed out, a net change of +6 holders.
  • The largest NBT Bancorp buyer in Q4 2018 was Walthausen & Co, an estimated $6.67M added.
  • The largest NBT Bancorp seller in Q4 2018 was Millennium Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q4 2018.