We are live on ! Find out more
NBTB icon

NBT Bancorp
NBTB

151 hedge funds and large institutions have $641M invested in NBT Bancorp in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,630% more call options, than puts

Call options by funds: $573K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

1.12% less ownership

Funds ownership: 55.98% → 54.86% (-1.1%)

8% less funds holding

Funds holding: 165 → 151 (-14)

15% less capital invested

Capital invested by funds: $750M → $641M (-$109M)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
50
Closed
26
Calls
$573K
Puts
$10K
Net Calls
+$563K
Net Calls Change
+$625K

Top Buyers

Rank Fund Capital Flow
1
NB
NBT Bank
New York
+$4.55M
2
BlackRock
BlackRock
New York
+$2.08M
3
Invesco
Invesco
Georgia
+$1.91M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.84M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$659K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.4M
2
Macquarie Group
Macquarie Group
Australia
-$4.37M
3
State Street
State Street
Massachusetts
-$2.49M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.51M
5
Goldman Sachs
Goldman Sachs
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
126
Kelly Financial Services
Massachusetts
$29K +$297 +10 +0.9%
Simplex Trading
127
Simplex Trading
Illinois
$28K +$31.2K +1,051 New
EARNEST Partners
128
EARNEST Partners
Georgia
$24K – – –
AF
129
Arrow Financial
New York
$18K – – –
VCM
130
Versant Capital Management
Arizona
$17K -$4.57K -154 -19%
APWM
131
Atlas Private Wealth Management
New York
$14K – – –
RIM
132
Rockbridge Investment Management
New York
$13K – – –
CCA
133
Column Capital Advisors
Indiana
$13K +$119 +4 +0.8%
BBHC
134
Brown Brothers Harriman & Co
New York
$11K – – –
ST
135
Smithfield Trust
Pennsylvania
$10K +$6.97K +235 +168%
BC
136
Bartlett & Co
Ohio
$8K – – –
GAM
137
Gemmer Asset Management
California
$8K – – –
BCWM
138
Bartlett & Co Wealth Management
Ohio
$7.72K – – –
PA
139
Parallel Advisors
California
$6K +$4.57K +154 +188%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$4K – – –
AssetMark Inc
141
AssetMark Inc
California
$4K +$415 +14 +10%
TWA
142
TCI Wealth Advisors
Arizona
$4K +$4.03K +136 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$2K – – –
TFO
144
Tarbox Family Office
California
$2K +$1.27K +43 +110%
QCG
145
Quadrant Capital Group
Ohio
$1K -$2.02K -68 -66%
GWS
146
Glassman Wealth Services
Virginia
$1K +$119 +4 +21%
MAM
147
Meeder Asset Management
Ohio
$1K +$712 +24 +150%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$1K +$1.63K +55 New
Millennium Management
149
Millennium Management
New York
$652 -$801K -26,994 -53%
MWNA
150
Marshall Wace North America
New York
– -$678K -22,030 Closed
3 4 5
6
7

NBTB Hedge Fund Activity: Q3 2020 in Review

151 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2020, worth a combined $641M — down 15% from $750M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 12 opened new positions — a net loss of 14 holders — while 50 trimmed existing stakes and 46 added.

The largest buyer was NBT Bank, adding an estimated $4.55M. The largest seller was Vanguard Group, cutting an estimated $6.4M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $641M of NBT Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 12 funds opened new NBT Bancorp positions in Q3 2020 and 26 closed out, a net change of -14 holders.
  • The largest NBT Bancorp buyer in Q3 2020 was NBT Bank, an estimated $4.55M added.
  • The largest NBT Bancorp seller in Q3 2020 was Vanguard Group, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.