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NBT Bancorp
NBTB

188 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,177% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $92K

40% more capital invested

Capital invested by funds: $845M → $1.18B (+$337M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 183 → 188 (+5)

2.62% more ownership

Funds ownership: 56.64% → 59.26% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.74M
3
State Street
State Street
Massachusetts
+$4.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.57M
5
BlackRock
BlackRock
New York
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.19M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.36M
4
Norges Bank
Norges Bank
Norway
-$1.23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$304K – – –
QPWM
127
Quadrant Private Wealth Management
Pennsylvania
$285K – – –
CPIA
128
Cornell Pochily Investment Advisors
New York
$281K +$325 +9 +0.1%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$272K -$943K -26,100 -80%
FA
130
Fagan Associates
New York
$254K +$219K +6,064 New
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$253K +$218K +6,034 New
BWM
132
Baystate Wealth Management
Massachusetts
$250K – – –
Amundi
133
Amundi
France
$248K +$7.99K +221 +4%
CCIA
134
Campbell & Co Investment Adviser
Maryland
$245K -$440K -12,173 -68%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$227K +$196K +5,424 New
TSS
136
Two Sigma Securities
New York
$224K +$193K +5,340 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$223K -$36.8K -1,019 -16%
SFS
138
Strategic Financial Services
New York
$214K -$78.7K -2,177 -30%
FDDB
139
Fidelity D&D Bancorp
Pennsylvania
$207K +$178K +4,938 New
AWP
140
Ascent Wealth Partners
New York
$204K +$176K +4,858 New
FWM
141
Focused Wealth Management
New York
$202K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$199K +$8.93K +247 +5%
NMM
143
Naples Money Management
Florida
$156K +$135K +3,724 New
PMFA
144
Plante Moran Financial Advisors
Michigan
$125K – – –
B
145
Birchbrook
Maine
$125K +$108K +2,991 New
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$118K -$45.9K -1,271 -31%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$109K -$6.18K -171 -6%
S
148
SignatureFD
Georgia
$106K – – –
BFS
149
Bare Financial Services
Pennsylvania
$97.5K +$84.1K +2,327 New
SHIM
150
Stone House Investment Management
Pennsylvania
$86K – – –
4 5
6
7 8

NBTB Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2023, worth a combined $1.18B — up 40% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 18 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was AllianceBernstein, cutting an estimated $2.19M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.18B of NBT Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q4 2023 and 18 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.