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NBT Bancorp

157 hedge funds and large institutions have $1.01B invested in NBT Bancorp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $895M → $1.01B (+$115M)

1% more ownership

Funds ownership: 55.86%56.86% (+1%)

0% more funds holding

Funds holding: 157157 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
49
Reduced
50
Closed
14
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Harvest Group Wealth Management
Massachusetts
$4K
QCG
152
Quadrant Capital Group
Ohio
$4K +$431 +11 +7%
BCA
153
Berman Capital Advisors
Georgia
$3K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$1K
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1K
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$1K +$510 +13 New
BAM
157
Berkshire Asset Management
Pennsylvania
-$838K -22,899 Closed
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
-$771K -19,675 Closed
W
159
WealthStone
Ohio
-$514K -14,056 Closed
JG
160
Jefferies Group
New York
-$363K -9,920 Closed
LPL Financial
161
LPL Financial
California
-$314K -8,585 Closed
AWA
162
ARS Wealth Advisors
Florida
-$266K -7,279 Closed
PA
163
Profund Advisors
Maryland
-$248K -6,780 Closed
Jacobs Levy Equity Management
164
Jacobs Levy Equity Management
New Jersey
-$235K -6,420 Closed
Two Sigma Advisers
165
Two Sigma Advisers
New York
-$225K -6,151 Closed
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
-$202K -5,521 Closed
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
-$172K -4,709 Closed
AP
168
Advisors Preferred
Maryland
-$131K -3,576 Closed
MIFH
169
Migdal Insurance & Financial Holdings
Israel
-$17K -474 Closed
Lazard Asset Management
170
Lazard Asset Management
New York
-$12K -351 Closed
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
+$78 +2 New

NBTB Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2019, worth a combined $1.01B — up 13% from $895M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBTB positions and 14 closed out — a net gain of 2 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.28M. The largest seller was BlackRock, cutting an estimated $2.37M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.01B of NBT Bancorp stock for Q4 2019, up 13% quarter-over-quarter.
  • 16 funds opened new NBT Bancorp positions in Q4 2019 and 14 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $4.28M added.
  • The largest NBT Bancorp seller in Q4 2019 was BlackRock, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2019.