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NBT Bancorp
NBTB

159 hedge funds and large institutions have $860M invested in NBT Bancorp in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

1% more funds holding

Funds holding: 157 → 159 (+2)

5% more capital invested

Capital invested by funds: $821M → $860M (+$39.5M)

0.66% more ownership

Funds ownership: 54.37% → 55.03% (+0.66%)

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
53
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.63M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.7M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.64M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.45M
2
State Street
State Street
Massachusetts
-$1.89M
3
BlackRock
BlackRock
New York
-$1.2M
4
UBS Group
UBS Group
Switzerland
-$966K
5
Bank of America
Bank of America
North Carolina
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
151
Harvest Group Wealth Management
Massachusetts
$4K +$4.54K +123 New
CAM
152
Cresset Asset Management
Illinois
$2K – – –
PCP
153
Proficio Capital Partners
Massachusetts
$2K +$1.66K +45 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$1K -$4.76K -129 -90%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1K -$885 -24 -51%
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$1K +$922 +25 New
GT
157
Glenmede Trust
Pennsylvania
$281 – – –
Holocene Advisors
158
Holocene Advisors
New York
– -$363K -10,498 Closed
Two Sigma Advisers
159
Two Sigma Advisers
New York
– -$274K -7,929 Closed
GCP
160
GSA Capital Partners
United Kingdom
– -$265K -7,664 Closed
Neuberger Berman Group
161
Neuberger Berman Group
New York
– -$201K -5,801 Closed
AIM
162
Assured Investment Management
New York
– -$179K -5,183 Closed
AP
163
Advisors Preferred
Maryland
– -$64K -1,862 Closed
MWNA
164
Marshall Wace North America
New York
– -$42K -1,204 Closed
PCM
165
Prelude Capital Management
New York
– -$7K -216 Closed
PWMG
166
Prestige Wealth Management Group
New Jersey
– -$2K -53 Closed
JA
167
JOYN Advisors
Georgia
– -$1K -30 Closed
FGAM
168
Financial Gravity Asset Management
Texas
– +$480 +13 New
3 4 5 6
7

NBTB Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2019, worth a combined $860M — up 4.8% from $821M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 10 closed out — a net gain of 5 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Invesco, adding an estimated $3.63M. The largest seller was Morgan Stanley, cutting an estimated $2.45M.

  • 159 institutional investors held NBT Bancorp (NBTB) as of Q1 2019, up from 157 in Q4 2018.
  • Funds reported $860M of NBT Bancorp stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q1 2019 was Invesco, an estimated $3.63M added.
  • The largest NBT Bancorp seller in Q1 2019 was Morgan Stanley, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2019.