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NBT Bancorp

165 hedge funds and large institutions have $856M invested in NBT Bancorp in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $366K | Put options by funds: $154K

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

1% more funds holding

Funds holding: 163165 (+2)

0% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 52

0.61% less ownership

Funds ownership: 55.58%54.97% (-0.61%)

11% less capital invested

Capital invested by funds: $964M → $856M (-$108M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
52
Reduced
52
Closed
10
Calls
$366K
Puts
$154K
Net Calls
+$212K
Net Calls Change
-$801K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
126
Joseph P. Lucia & Associates
New York
$126K
AIP
127
Ameritas Investment Partners
Nebraska
$119K -$13.7K -354 -10%
JCM
128
Jacobi Capital Management
Pennsylvania
$97K
TRCT
129
Tower Research Capital (TRC)
New York
$95K -$6.49K -168 -6%
S
130
SignatureFD
Georgia
$92K
AWM
131
AllSquare Wealth Management
New York
$88K +$39 +1 +0%
GWM
132
Geneos Wealth Management
Colorado
$83K
RAM
133
Riggs Asset Management
Pennsylvania
$72K
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$70K -$144K -3,717 -66%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$6.03K +156 +10%
SWA
136
Sutton Wealth Advisors
Florida
$49K
CHA
137
Carmichael Hill & Associates
Maryland
$37K
VNA
138
Valley National Advisers
Pennsylvania
$37K
EARNEST Partners
139
EARNEST Partners
Georgia
$33K
Federated Hermes
140
Federated Hermes
Pennsylvania
$33K
NFSG
141
Newbridge Financial Services Group
Florida
$31K
Simplex Trading
142
Simplex Trading
Illinois
$26K +$28.9K +747 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$23K -$657 -17 -3%
AF
144
Arrow Financial
New York
$20K
RIM
145
Rockbridge Investment Management
New York
$18K
CCA
146
Column Capital Advisors
Indiana
$18K +$116 +3 +0.6%
VCM
147
Versant Capital Management
Arizona
$14K +$502 +13 +3%
ST
148
Smithfield Trust
Pennsylvania
$13K
GAM
149
Gemmer Asset Management
California
$11K
BCWM
150
Bartlett & Co Wealth Management
Ohio
$10.4K

NBTB Hedge Fund Activity: Q2 2021 in Review

165 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2021, worth a combined $856M — down 11% from $964M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NBTB positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $3.89M. The largest seller was Invesco, cutting an estimated $11.6M.

  • 165 institutional investors held NBT Bancorp (NBTB) as of Q2 2021, up from 163 in Q1 2021.
  • Funds reported $856M of NBT Bancorp stock for Q2 2021, down 11% quarter-over-quarter.
  • 14 funds opened new NBT Bancorp positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest NBT Bancorp buyer in Q2 2021 was State Street, an estimated $3.89M added.
  • The largest NBT Bancorp seller in Q2 2021 was Invesco, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2021.