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NBT Bancorp

163 hedge funds and large institutions have $964M invested in NBT Bancorp in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,404% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $23K

24% more capital invested

Capital invested by funds: $778M → $964M (+$186M)

0.09% more ownership

Funds ownership: 55.48%55.58% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3% less funds holding

Funds holding: 168163 (-5)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
56
Closed
19
Calls
$1.04M
Puts
$23K
Net Calls
+$1.01M
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$102K
AWM
127
AllSquare Wealth Management
New York
$97K
GWM
128
Geneos Wealth Management
Colorado
$88K
RAM
129
Riggs Asset Management
Pennsylvania
$80K
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$4.19K +114 +8%
SWA
131
Sutton Wealth Advisors
Florida
$54.3K
KFS
132
Kelly Financial Services
Massachusetts
$43.8K +$257 +7 +0.6%
VNA
133
Valley National Advisers
Pennsylvania
$42K
CHA
134
Carmichael Hill & Associates
Maryland
$41K -$8.02K -218 -17%
EARNEST Partners
135
EARNEST Partners
Georgia
$36K
Federated Hermes
136
Federated Hermes
Pennsylvania
$36K +$18.3K +498 +123%
NFSG
137
Newbridge Financial Services Group
Florida
$34K +$31.3K +850 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$27K +$21.5K +584 +687%
AF
139
Arrow Financial
New York
$23K -$3.68K -100 -15%
RIM
140
Rockbridge Investment Management
New York
$20K
CCA
141
Column Capital Advisors
Indiana
$19K +$110 +3 +0.6%
ST
142
Smithfield Trust
Pennsylvania
$15K
VCM
143
Versant Capital Management
Arizona
$15K +$2.83K +77 +26%
QT
144
Quantbot Technologies
New York
$14K -$8.72K -237 -39%
GAM
145
Gemmer Asset Management
California
$12K
BCWM
146
Bartlett & Co Wealth Management
Ohio
$11.5K
BC
147
Bartlett & Co
Ohio
$11K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$11K
MAM
149
Meeder Asset Management
Ohio
$8K +$1.21K +33 +21%
SWM
150
Spire Wealth Management
Virginia
$8K +$7.36K +200 New

NBTB Hedge Fund Activity: Q1 2021 in Review

163 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2021, worth a combined $964M — up 24% from $778M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NBTB and 15 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $8.38M. The largest seller was Northern Trust, cutting an estimated $10.7M.

  • 163 institutional investors held NBT Bancorp (NBTB) as of Q1 2021, down from 168 in Q4 2020.
  • Funds reported $964M of NBT Bancorp stock for Q1 2021, up 24% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2021 and 19 closed out, a net change of -4 holders.
  • The largest NBT Bancorp buyer in Q1 2021 was State Street, an estimated $8.38M added.
  • The largest NBT Bancorp seller in Q1 2021 was Northern Trust, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2021.