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NBT Bancorp

159 hedge funds and large institutions have $860M invested in NBT Bancorp in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

1% more funds holding

Funds holding: 157159 (+2)

5% more capital invested

Capital invested by funds: $821M → $860M (+$39.5M)

0.66% more ownership

Funds ownership: 54.37%55.03% (+0.66%)

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
53
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K
LIA
127
LS Investment Advisors
Michigan
$47K
MOACM
128
Mutual of America Capital Management
New York
$45K +$6.05K +164 +15%
KFS
129
Kelly Financial Services
Massachusetts
$37.1K +$38K +1,030 New
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$35K -$8.04K -218 -18%
EARNEST Partners
131
EARNEST Partners
Georgia
$33K
SWA
132
Sutton Wealth Advisors
Florida
$20.8K
AF
133
Arrow Financial
New York
$20K
TRCT
134
Tower Research Capital (TRC)
New York
$16K -$17.9K -486 -53%
LFA
135
Legacy Financial Advisors
Kentucky
$16K -$7.53K -204 -31%
ASN
136
Advisory Services Network
Georgia
$13K
AG
137
Advisor Group
Arizona
$12K
BCWM
138
Bartlett & Co Wealth Management
Ohio
$10.4K
BC
139
Bartlett & Co
Ohio
$10K
GAM
140
Gemmer Asset Management
California
$10K
VCM
141
Versant Capital Management
Arizona
$10K +$627 +17 +6%
BCA
142
Berman Capital Advisors
Georgia
$10K +$7.89K +214 +289%
SHJ
143
Sharkey, Howes & Javer
Colorado
$6K +$6.6K +179 New
MNBTD
144
Moody National Bank Trust Division
Texas
$5K
ST
145
Smithfield Trust
Pennsylvania
$5K
JPLA
146
Joseph P. Lucia & Associates
New York
$4.5K +$6.1M +165,465 New
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$4K -$1.44K -39 -28%
ClearBridge Investments
148
ClearBridge Investments
New York
$4K
QCG
149
Quadrant Capital Group
Ohio
$4K
CAW
150
Cornerstone Advisors (Washington)
Washington
$4K +$3.39K +92 +288%

NBTB Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2019, worth a combined $860M — up 4.8% from $821M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 10 closed out — a net gain of 5 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Invesco, adding an estimated $3.63M. The largest seller was Morgan Stanley, cutting an estimated $2.45M.

  • 159 institutional investors held NBT Bancorp (NBTB) as of Q1 2019, up from 157 in Q4 2018.
  • Funds reported $860M of NBT Bancorp stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q1 2019 was Invesco, an estimated $3.63M added.
  • The largest NBT Bancorp seller in Q1 2019 was Morgan Stanley, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2019.