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NBT Bancorp
NBTB

183 hedge funds and large institutions have $914M invested in NBT Bancorp in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $712K | Put options by funds: $381K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $860M → $914M (+$53.7M)

1% more funds holding

Funds holding: 182 → 183 (+1)

0.3% more ownership

Funds ownership: 55.01% → 55.31% (+0.3%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
58
Reduced
60
Closed
19
Calls
$712K
Puts
$381K
Net Calls
+$331K
Net Calls Change
+$133K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.18M
2
Goldman Sachs
Goldman Sachs
New York
+$1.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.77M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.34M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$2.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
3
BlackRock
BlackRock
New York
-$1.53M
4
Millennium Management
Millennium Management
New York
-$1.53M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
126
Engineers Gate Manager
New York
$291K +$20.6K +551 +8%
Creative Planning
127
Creative Planning
Kansas
$286K +$277K +7,428 New
MMA
128
Miracle Mile Advisors
California
$286K +$277K +7,430 New
SSWM
129
Sheets Smith Wealth Management
North Carolina
$275K – – –
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$273K +$192K +5,149 +266%
SFS
131
Strategic Financial Services
New York
$271K +$9.33K +250 +4%
QPWM
132
Quadrant Private Wealth Management
Pennsylvania
$262K – – –
II
133
Inspire Investing
Idaho
$249K -$7.65K -205 -3%
HF
134
HRT Financial
New York
$246K -$664K -17,784 -74%
FA
135
Fagan Associates
New York
$228K -$49.6K -1,329 -18%
MOACM
136
Mutual of America Capital Management
New York
$228K +$5.37K +144 +2%
AWAP
137
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K -$18.7K -500 -8%
ECM
138
ExodusPoint Capital Management
New York
$221K -$283K -7,593 -57%
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$216K +$209K +5,598 New
JF
140
Jump Financial
Illinois
$204K +$198K +5,300 New
AIP
141
Ameritas Investment Partners
Nebraska
$127K – – –
Russell Investments Group
142
Russell Investments Group
United Kingdom
$120K – – –
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$111K -$366K -9,820 -77%
S
144
SignatureFD
Georgia
$99K – – –
AWM
145
AllSquare Wealth Management
New York
$95K +$933 +25 +1%
GWM
146
Geneos Wealth Management
Colorado
$90K – – –
SWA
147
Sutton Wealth Advisors
Florida
$52.7K +$224 +6 +0.4%
DA
148
Denali Advisors
California
$50K – – –
KFS
149
Kelly Financial Services
Massachusetts
$43.2K +$299 +8 +0.7%
VNA
150
Valley National Advisers
Pennsylvania
$40K – – –
4 5
6
7 8

NBTB Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2021, worth a combined $914M — up 6.2% from $860M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NBTB positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.18M. The largest seller was First Trust Advisors, cutting an estimated $2.11M.

  • 183 institutional investors held NBT Bancorp (NBTB) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $914M of NBT Bancorp stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 21 funds opened new NBT Bancorp positions in Q4 2021 and 19 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2021 was JP Morgan Chase, an estimated $6.18M added.
  • The largest NBT Bancorp seller in Q4 2021 was First Trust Advisors, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2021.