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NBT Bancorp

157 hedge funds and large institutions have $895M invested in NBT Bancorp in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 153157 (+4)

0.79% more ownership

Funds ownership: 55.07%55.86% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $903M → $895M (-$8.94M)

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
57
Reduced
34
Closed
11
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$109K +$109K +2,979 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$101K
S
128
SignatureFD
Georgia
$92K
AWM
129
AllSquare Wealth Management
New York
$89K +$659 +18 +0.7%
GWM
130
Geneos Wealth Management
Colorado
$86K
JCM
131
Jacobi Capital Management
Pennsylvania
$62K
MOACM
132
Mutual of America Capital Management
New York
$59K +$2.09K +57 +4%
ASN
133
Advisory Services Network
Georgia
$58K
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K
LIA
135
LS Investment Advisors
Michigan
$48K
KFS
136
Kelly Financial Services
Massachusetts
$38.2K +$293 +8 +0.8%
VCM
137
Versant Capital Management
Arizona
$35K +$9.63K +263 +37%
EARNEST Partners
138
EARNEST Partners
Georgia
$33K
SWA
139
Sutton Wealth Advisors
Florida
$21.1K
AF
140
Arrow Financial
New York
$21K
AG
141
Advisor Group
Arizona
$18K
RAM
142
Riggs Asset Management
Pennsylvania
$18K +$18.3K +500 New
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$17K -$8.31K -227 -32%
Lazard Asset Management
144
Lazard Asset Management
New York
$12K +$12.9K +351 New
BC
145
Bartlett & Co
Ohio
$11K
BCWM
146
Bartlett & Co Wealth Management
Ohio
$10.5K
GAM
147
Gemmer Asset Management
California
$10K
CAW
148
Cornerstone Advisors (Washington)
Washington
$8K -$1.9K -52 -19%
HGWM
149
Harvest Group Wealth Management
Massachusetts
$5K
ST
150
Smithfield Trust
Pennsylvania
$5K

NBTB Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2019, worth a combined $895M — down 0.99% from $903M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 11 closed out — a net gain of 4 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Invesco, adding an estimated $3.22M. The largest seller was Millennium Management, cutting an estimated $2.96M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q3 2019, up from 153 in Q2 2019.
  • Funds reported $895M of NBT Bancorp stock for Q3 2019, down 0.99% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest NBT Bancorp buyer in Q3 2019 was Invesco, an estimated $3.22M added.
  • The largest NBT Bancorp seller in Q3 2019 was Millennium Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2019.