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NBT Bancorp

184 hedge funds and large institutions have $1.11B invested in NBT Bancorp in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $602K

7% more capital invested

Capital invested by funds: $1.04B → $1.11B (+$67.7M)

0.7% more ownership

Funds ownership: 60.11%60.81% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 193184 (-9)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
54
Reduced
60
Closed
26
Calls
$2.45M
Puts
$602K
Net Calls
+$1.84M
Net Calls Change
+$322K
Name Holding Trade Value Shares
Change
Change in
Stake
USB
126
Union Savings Bank
Connecticut
$271K +$78.9K +2,183 +45%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$269K -$12.6K -348 -5%
QPWM
128
Quadrant Private Wealth Management
Pennsylvania
$262K
CPIA
129
Cornell Pochily Investment Advisors
New York
$259K +$398 +11 +0.2%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$250K -$740K -20,475 -76%
FA
131
Fagan Associates
New York
$234K
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$233K
AQR Capital Management
133
AQR Capital Management
Connecticut
$214K +$200K +5,542 New
AIP
134
Ameritas Investment Partners
Nebraska
$183K
NMM
135
Naples Money Management
Florida
$142K
B
136
Birchbrook
Maine
$115K
PMFA
137
Plante Moran Financial Advisors
Michigan
$115K
Simplex Trading
138
Simplex Trading
Illinois
$108K +$59.5K +1,647 +143%
S
139
SignatureFD
Georgia
$97.6K
SHIM
140
Stone House Investment Management
Pennsylvania
$79.2K
SAM
141
Smartleaf Asset Management
Massachusetts
$73.4K +$22.6K +625 +47%
Citadel Advisors
142
Citadel Advisors
Florida
$60.2K +$56.4K +1,559 New
KBC Group
143
KBC Group
Belgium
$56K
KFS
144
Kelly Financial Services
Massachusetts
$47K +$398 +11 +0.9%
IWA
145
IBEX Wealth Advisors
New Jersey
$40.5K +$37.9K +1,049 New
RFA
146
Register Financial Advisors
Georgia
$28.4K
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.2K +$759 +21 +3%
PCMC
148
Planning Capital Management Corporation
Pennsylvania
$23.6K +$181 +5 +0.8%
GI
149
GAMMA Investing
California
$20.3K +$5.6K +155 +42%
BTI
150
Blue Trust Inc
Georgia
$19.4K +$2.42K +67 +15%

NBTB Hedge Fund Activity: Q2 2024 in Review

184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2024, worth a combined $1.11B — up 6.5% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 18 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Victory Capital Management, adding an estimated $21.5M. The largest seller was BlackRock, cutting an estimated $5.52M.

  • 184 institutional investors held NBT Bancorp (NBTB) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $1.11B of NBT Bancorp stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new NBT Bancorp positions in Q2 2024 and 26 closed out, a net change of -8 holders.
  • The largest NBT Bancorp buyer in Q2 2024 was Victory Capital Management, an estimated $21.5M added.
  • The largest NBT Bancorp seller in Q2 2024 was BlackRock, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2024.