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NBT Bancorp

165 hedge funds and large institutions have $750M invested in NBT Bancorp in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

9% more funds holding

Funds holding: 152165 (+13)

0.93% less ownership

Funds ownership: 56.91%55.98% (-0.93%)

7% less capital invested

Capital invested by funds: $808M → $750M (-$57.7M)

12% less call options, than puts

Call options by funds: $442K | Put options by funds: $504K

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
43
Reduced
55
Closed
16
Calls
$442K
Puts
$504K
Net Calls
-$62K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$113K
DA
127
Denali Advisors
California
$98K -$18.7K -600 -16%
JCM
128
Jacobi Capital Management
Pennsylvania
$83K
S
129
SignatureFD
Georgia
$80K -$2.18K -70 -3%
AWM
130
AllSquare Wealth Management
New York
$75K +$31 +1 +0%
CWC
131
Carolinas Wealth Consulting
North Carolina
$71K +$71.5K +2,296 New
GWM
132
Geneos Wealth Management
Colorado
$67K
MOACM
133
Mutual of America Capital Management
New York
$65K +$6.48K +208 +11%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K -$1.56K -50 -3%
CHA
135
Carmichael Hill & Associates
Maryland
$43K
SWA
136
Sutton Wealth Advisors
Florida
$41.9K -$3.52K -113 -8%
LIA
137
LS Investment Advisors
Michigan
$40K
KFS
138
Kelly Financial Services
Massachusetts
$32.9K +$311 +10 +0.9%
PAG
139
Private Advisor Group
New Jersey
$29K +$29.1K +935 New
EARNEST Partners
140
EARNEST Partners
Georgia
$28K
VCM
141
Versant Capital Management
Arizona
$25K +$13.4K +429 +111%
AF
142
Arrow Financial
New York
$20K
APWM
143
Atlas Private Wealth Management
New York
$16K
RAM
144
Riggs Asset Management
Pennsylvania
$15K
RIM
145
Rockbridge Investment Management
New York
$15K +$15.3K +490 New
CCA
146
Column Capital Advisors
Indiana
$14K +$125 +4 +0.8%
BBHC
147
Brown Brothers Harriman & Co
New York
$12K
QT
148
Quantbot Technologies
New York
$12K +$12.5K +400 New
BC
149
Bartlett & Co
Ohio
$9K
GAM
150
Gemmer Asset Management
California
$9K +$965 +31 +11%

NBTB Hedge Fund Activity: Q2 2020 in Review

165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2020, worth a combined $750M — down 7.1% from $808M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NBTB positions and 16 closed out — a net gain of 14 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $3.6M. The largest seller was Macquarie Group, cutting an estimated $9.71M.

  • 165 institutional investors held NBT Bancorp (NBTB) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $750M of NBT Bancorp stock for Q2 2020, down 7.1% quarter-over-quarter.
  • 30 funds opened new NBT Bancorp positions in Q2 2020 and 16 closed out, a net change of +14 holders.
  • The largest NBT Bancorp buyer in Q2 2020 was State Street, an estimated $3.6M added.
  • The largest NBT Bancorp seller in Q2 2020 was Macquarie Group, an estimated $9.71M sold.

Based on aggregated 13F filings for Q2 2020.