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NBT Bancorp

216 hedge funds and large institutions have $1.31B invested in NBT Bancorp in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $893K

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$198M)

17% more funds holding

Funds holding: 184216 (+32)

1.72% more ownership

Funds ownership: 60.81%62.53% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
216
Holders Change
+32
Holders Change %
+17.39%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
58
Reduced
63
Closed
9
Calls
$9.92M
Puts
$893K
Net Calls
+$9.03M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Paloma Partners
Connecticut
$411K +$419K +9,283 New
IIM
127
INTECH Investment Management
Florida
$365K +$372K +8,244 New
ADL
128
Asset Dedication LLC
California
$360K -$46.2K -1,024 -11%
VI
129
Versor Investments
New York
$349K +$357K +7,900 New
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K +$349K +7,734 New
BBA
131
BLB&B Advisors
Pennsylvania
$339K -$271K -6,000 -44%
PS
132
Portfolio Strategies
New York
$337K
LCM
133
Legato Capital Management
California
$324K +$330K +7,320 New
Neuberger Berman Group
134
Neuberger Berman Group
New York
$321K -$86.5K -1,917 -21%
MOACM
135
Mutual of America Capital Management
New York
$314K -$29.6K -655 -8%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$312K +$25.1K +556 +9%
AWS
137
Atria Wealth Solutions
New York
$304K -$18.6K -412 -6%
AQR Capital Management
138
AQR Capital Management
Connecticut
$302K +$57.6K +1,277 +23%
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$301K
CPIA
140
Cornell Pochily Investment Advisors
New York
$298K +$406 +9 +0.1%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$297K -$3.25K -72 -1%
FA
142
Fagan Associates
New York
$268K
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$267K
USB
144
Union Savings Bank
Connecticut
$258K -$54.2K -1,200 -17%
CC
145
Centiva Capital
New York
$235K +$240K +5,318 New
HighTower Advisors
146
HighTower Advisors
Illinois
$235K +$236K +5,231 New
TRCT
147
Tower Research Capital (TRC)
New York
$235K -$574K -12,715 -71%
DLP
148
De Lisle Partners
United Kingdom
$223K +$227K +5,033 New
IAA
149
Independent Advisor Alliance
North Carolina
$221K +$225K +4,996 New
FDDB
150
Fidelity D&D Bancorp
Pennsylvania
$218K +$223K +4,938 New

NBTB Hedge Fund Activity: Q3 2024 in Review

216 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2024, worth a combined $1.31B — up 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NBTB positions and 9 closed out — a net gain of 32 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Victory Capital Management, cutting an estimated $3.92M.

  • 216 institutional investors held NBT Bancorp (NBTB) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $1.31B of NBT Bancorp stock for Q3 2024, up 18% quarter-over-quarter.
  • 41 funds opened new NBT Bancorp positions in Q3 2024 and 9 closed out, a net change of +32 holders.
  • The largest NBT Bancorp buyer in Q3 2024 was Morgan Stanley, an estimated $7.6M added.
  • The largest NBT Bancorp seller in Q3 2024 was Victory Capital Management, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2024.