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NBT Bancorp
NBTB

Overview Fund Activity

187 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
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% 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

1
Morgan Stanley
Morgan Stanley
New York
$30.9M
2
KAS
Kestra Advisory Services
Texas
$12.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$11.4M
4
State Street
State Street
Massachusetts
$84.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$5.86M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$603K
4
Norges Bank
Norges Bank
Norway
$12.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$377 +9 +0.1%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$272K -$1.09M -26,100 -80%
FA
130
Fagan Associates
New York
$254K +$254K +6,064 New
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$253K +$253K +6,034 New
BWM
132
Baystate Wealth Management
Massachusetts
$250K – – –
Amundi
133
Amundi
France
$248K +$8.92K +221 +4%
CCIA
134
Campbell & Co Investment Adviser
Maryland
$245K -$510K -12,173 -68%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$227K +$227K +5,424 New
TSS
136
Two Sigma Securities
New York
$224K +$224K +5,340 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$223K -$42.7K -1,019 -16%
SFS
138
Strategic Financial Services
New York
$214K -$91.2K -2,177 -30%
FDDB
139
Fidelity D&D Bancorp
Pennsylvania
$207K +$207K +4,938 New
AWP
140
Ascent Wealth Partners
New York
$204K +$204K +4,858 New
FWM
141
Focused Wealth Management
New York
$202K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$199K +$10.4K +247 +5%
NMM
143
Naples Money Management
Florida
$156K +$156K +3,724 New
PMFA
144
Plante Moran Financial Advisors
Michigan
$125K – – –
B
145
Birchbrook
Maine
$125K +$125K +2,991 New
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$118K -$53.3K -1,271 -31%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$109K -$7.17K -171 -6%
S
148
SignatureFD
Georgia
$106K – – –
BFS
149
Bare Financial Services
Pennsylvania
$97.5K +$97.5K +2,327 New
SHIM
150
Stone House Investment Management
Pennsylvania
$86K – – –
4 5
6
7 8