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NBT Bancorp

152 hedge funds and large institutions have $808M invested in NBT Bancorp in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 56.86%56.91% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

3% less funds holding

Funds holding: 157152 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

20% less capital invested

Capital invested by funds: $1.01B → $808M (-$202M)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
49
Reduced
49
Closed
16
Calls
$518K
Puts
Net Calls
+$518K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
126
EARNEST Partners
Georgia
$29K
AF
127
Arrow Financial
New York
$22K +$3.66K +100 +18%
APWM
128
Atlas Private Wealth Management
New York
$17K
RAM
129
Riggs Asset Management
Pennsylvania
$16K
CCA
130
Column Capital Advisors
Indiana
$15K -$17K -463 -50%
BBHC
131
Brown Brothers Harriman & Co
New York
$13K
VCM
132
Versant Capital Management
Arizona
$12K -$20.7K -566 -59%
NEIRG
133
New England Investment & Retirement Group
Massachusetts
$10K +$11.8K +323 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$9.33K
GAM
135
Gemmer Asset Management
California
$9K -$183 -5 -2%
BC
136
Bartlett & Co
Ohio
$9K +$10.6K +288 New
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$6K +$6.63K +181 New
ST
138
Smithfield Trust
Pennsylvania
$5K
QCG
139
Quadrant Capital Group
Ohio
$4K -$806 -22 -13%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$4K +$3.37K +92 +400%
ClearBridge Investments
141
ClearBridge Investments
New York
$3K
BCA
142
Berman Capital Advisors
Georgia
$2K
ABC
143
Associated Banc-Corp
Wisconsin
$2K +$2.42K +66 New
CAW
144
Cornerstone Advisors (Washington)
Washington
$1K -$7.33K -200 -86%
PWMG
145
Prestige Wealth Management Group
New Jersey
$1K +$806 +22 New
LC
146
Lindbrook Capital
California
$1K +$1.1K +30 New
TFO
147
Tarbox Family Office
California
$1K +$1.43K +39 New
FGAM
148
Financial Gravity Asset Management
Texas
$237 +$37 +1 +17%
FNT
149
First National Trust
Pennsylvania
-$596K -14,685 Closed
CEP
150
Chicago Equity Partners
Illinois
-$554K -13,660 Closed

NBTB Hedge Fund Activity: Q1 2020 in Review

152 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2020, worth a combined $808M — down 20% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBTB and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Goldman Sachs, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $808M of NBT Bancorp stock for Q1 2020, down 20% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2020 and 16 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q1 2020 was Goldman Sachs, an estimated $4.64M added.
  • The largest NBT Bancorp seller in Q1 2020 was Morgan Stanley, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2020.