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NBT Bancorp

168 hedge funds and large institutions have $778M invested in NBT Bancorp in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $423K | Put options by funds: $48K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $641M → $778M (+$137M)

11% more funds holding

Funds holding: 151168 (+17)

0.63% more ownership

Funds ownership: 54.86%55.48% (+0.63%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
43
Reduced
54
Closed
16
Calls
$423K
Puts
$48K
Net Calls
+$375K
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$118K
TRCT
127
Tower Research Capital (TRC)
New York
$116K -$1.42M -47,509 -93%
JPLA
128
Joseph P. Lucia & Associates
New York
$112K +$105K +3,500 New
GWM
129
Geneos Wealth Management
Colorado
$95K
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$93K +$86.8K +2,900 New
JCM
131
Jacobi Capital Management
Pennsylvania
$87K
S
132
SignatureFD
Georgia
$82K -$1.95K -65 -2%
AWM
133
AllSquare Wealth Management
New York
$78K
VI
134
Vestcor Inc
New Brunswick, Canada
$67K +$62.5K +2,089 New
RAM
135
Riggs Asset Management
Pennsylvania
$64K -$1.83K -61 -3%
FTDI
136
First Trust Direct Indexing
Massachusetts
$54K +$49.9K +1,668 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$48K +$2.33K +78 +6%
SWA
138
Sutton Wealth Advisors
Florida
$43.7K
CHA
139
Carmichael Hill & Associates
Maryland
$40K -$4.64K -155 -11%
Simplex Trading
140
Simplex Trading
Illinois
$35K +$1.92K +64 +6%
KFS
141
Kelly Financial Services
Massachusetts
$35K +$269 +9 +0.8%
US Bancorp
142
US Bancorp
Minnesota
$33K -$16K -535 -34%
VNA
143
Valley National Advisers
Pennsylvania
$33K +$31.2K +1,042 New
EARNEST Partners
144
EARNEST Partners
Georgia
$29K
AF
145
Arrow Financial
New York
$21K
QT
146
Quantbot Technologies
New York
$19K +$18.1K +605 New
RIM
147
Rockbridge Investment Management
New York
$16K
CCA
148
Column Capital Advisors
Indiana
$16K +$150 +5 +1%
BBHC
149
Brown Brothers Harriman & Co
New York
$13K
Federated Hermes
150
Federated Hermes
Pennsylvania
$13K +$12.2K +406 New

NBTB Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2020, worth a combined $778M — up 21% from $641M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NBTB positions and 16 closed out — a net gain of 17 holders — while 43 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.24M. The largest seller was Renaissance Technologies, cutting an estimated $3.84M.

  • 168 institutional investors held NBT Bancorp (NBTB) as of Q4 2020, up from 151 in Q3 2020.
  • Funds reported $778M of NBT Bancorp stock for Q4 2020, up 21% quarter-over-quarter.
  • 33 funds opened new NBT Bancorp positions in Q4 2020 and 16 closed out, a net change of +17 holders.
  • The largest NBT Bancorp buyer in Q4 2020 was JP Morgan Chase, an estimated $5.24M added.
  • The largest NBT Bancorp seller in Q4 2020 was Renaissance Technologies, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2020.