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NBT Bancorp
NBTB

188 hedge funds and large institutions have $919M invested in NBT Bancorp in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $862M → $919M (+$57.1M)

1.28% more ownership

Funds ownership: 55.77% → 57.06% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% less funds holding

Funds holding: 193 → 188 (-5)

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

51% less call options, than puts

Call options by funds: $271K | Put options by funds: $552K

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
57
Reduced
68
Closed
16
Calls
$271K
Puts
$552K
Net Calls
-$281K
Net Calls Change
-$1.04M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9.11M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$5.14M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.76M
4
Morgan Stanley
Morgan Stanley
New York
+$3.68M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$8.6M
2
BlackRock
BlackRock
New York
-$4.38M
3
Millennium Management
Millennium Management
New York
-$3.61M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.97M
5
State Street
State Street
Massachusetts
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
126
LSV Asset Management
Illinois
$289K +$279K +7,700 New
PS
127
Portfolio Strategies
New York
$287K – – –
Creative Planning
128
Creative Planning
Kansas
$279K – – –
SFS
129
Strategic Financial Services
New York
$273K -$1.34K -37 -0.5%
MOACM
130
Mutual of America Capital Management
New York
$270K +$34.3K +946 +15%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$268K -$10.1K -279 -4%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$268K – – –
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$266K – – –
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$258K -$75.4K -2,081 -23%
QPWM
135
Quadrant Private Wealth Management
Pennsylvania
$256K – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$250K -$106K -2,935 -31%
QT
137
Quantbot Technologies
New York
$242K +$43.6K +1,204 +23%
FA
138
Fagan Associates
New York
$223K – – –
ProShare Advisors
139
ProShare Advisors
Maryland
$222K -$127K -3,497 -37%
Squarepoint
140
Squarepoint
New York
$222K -$124K -3,420 -37%
II
141
Inspire Investing
Idaho
$211K -$35.3K -975 -15%
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$205K -$5.62K -155 -3%
AIP
143
Ameritas Investment Partners
Nebraska
$124K – – –
JPLA
144
Joseph P. Lucia & Associates
New York
$113K – – –
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$108K – – –
UBS Group
146
UBS Group
Switzerland
$107K -$691K -19,071 -87%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$96.7K – – –
S
148
SignatureFD
Georgia
$96K – – –
AWM
149
AllSquare Wealth Management
New York
$93K – – –
GWM
150
Geneos Wealth Management
Colorado
$89K – – –
4 5
6
7 8

NBTB Hedge Fund Activity: Q2 2022 in Review

188 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2022, worth a combined $919M — up 6.6% from $862M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NBTB positions and 16 closed out — a net gain of 1 holder — while 57 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.11M. The largest seller was Macquarie Group, cutting an estimated $8.6M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $919M of NBT Bancorp stock for Q2 2022, up 6.6% quarter-over-quarter.
  • 17 funds opened new NBT Bancorp positions in Q2 2022 and 16 closed out, a net change of +1 holder.
  • The largest NBT Bancorp buyer in Q2 2022 was Goldman Sachs, an estimated $9.11M added.
  • The largest NBT Bancorp seller in Q2 2022 was Macquarie Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2022.