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NBT Bancorp
NBTB

193 hedge funds and large institutions have $862M invested in NBT Bancorp in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

81% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $934K

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

5% more funds holding

Funds holding: 183 → 193 (+10)

0.46% more ownership

Funds ownership: 55.31% → 55.77% (+0.46%)

6% less capital invested

Capital invested by funds: $914M → $862M (-$51.4M)

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
67
Reduced
57
Closed
13
Calls
$1.69M
Puts
$934K
Net Calls
+$760K
Net Calls Change
+$429K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.62M
2
State Street
State Street
Massachusetts
+$6.2M
3
Millennium Management
Millennium Management
New York
+$5.03M
4
BlackRock
BlackRock
New York
+$2.19M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$25.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.6M
3
RBA
Richard Bernstein Advisors
New York
-$2.15M
4
Bank of America
Bank of America
North Carolina
-$1.69M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
126
Tudor Investment Corp
Connecticut
$287K +$309K +7,956 New
GT
127
Glenmede Trust
Pennsylvania
$286K -$1.01K -26 -0.3%
PS
128
Portfolio Strategies
New York
$276K – – –
Creative Planning
129
Creative Planning
Kansas
$268K – – –
MMA
130
Miracle Mile Advisors
California
$268K – – –
Baird Financial Group
131
Baird Financial Group
Wisconsin
$267K -$58.3K -1,501 -17%
SFS
132
Strategic Financial Services
New York
$264K +$11.2K +287 +4%
AWS
133
Atria Wealth Solutions
New York
$263K +$283K +7,288 New
SSWM
134
Sheets Smith Wealth Management
North Carolina
$258K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$256K – – –
QPWM
136
Quadrant Private Wealth Management
Pennsylvania
$246K – – –
GCP
137
GSA Capital Partners
United Kingdom
$243K +$261K +6,713 New
II
138
Inspire Investing
Idaho
$238K +$4.51K +116 +2%
AWAP
139
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$238K +$26.9K +693 +12%
MOACM
140
Mutual of America Capital Management
New York
$226K +$12.6K +323 +5%
EGM
141
Engineers Gate Manager
New York
$225K -$51.6K -1,328 -18%
GCM
142
Graham Capital Management
Connecticut
$219K +$236K +6,072 New
PA
143
Profund Advisors
Maryland
$216K +$232K +5,977 New
FA
144
Fagan Associates
New York
$214K – – –
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$202K – – –
QT
146
Quantbot Technologies
New York
$189K +$204K +5,253 New
SG Americas Securities
147
SG Americas Securities
New York
$163K +$175K +4,516 New
AIP
148
Ameritas Investment Partners
Nebraska
$120K – – –
JPLA
149
Joseph P. Lucia & Associates
New York
$108K +$117K +3,000 New
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$104K – – –
4 5
6
7 8

NBTB Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2022, worth a combined $862M — down 5.6% from $914M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 13 closed out — a net gain of 12 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Invesco, adding an estimated $7.62M. The largest seller was Macquarie Group, cutting an estimated $25.1M.

  • 193 institutional investors held NBT Bancorp (NBTB) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $862M of NBT Bancorp stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q1 2022 and 13 closed out, a net change of +12 holders.
  • The largest NBT Bancorp buyer in Q1 2022 was Invesco, an estimated $7.62M added.
  • The largest NBT Bancorp seller in Q1 2022 was Macquarie Group, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2022.