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NBT Bancorp

165 hedge funds and large institutions have $750M invested in NBT Bancorp in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

9% more funds holding

Funds holding: 152165 (+13)

0.93% less ownership

Funds ownership: 56.91%55.98% (-0.93%)

7% less capital invested

Capital invested by funds: $808M → $750M (-$57.7M)

12% less call options, than puts

Call options by funds: $442K | Put options by funds: $504K

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
43
Reduced
55
Closed
16
Calls
$442K
Puts
$504K
Net Calls
-$62K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$8.86K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$6K
ST
153
Smithfield Trust
Pennsylvania
$4K
AssetMark Inc
154
AssetMark Inc
California
$4K +$4.27K +137 New
QCG
155
Quadrant Capital Group
Ohio
$3K -$1.18K -38 -27%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$3K -$716 -23 -20%
ClearBridge Investments
157
ClearBridge Investments
New York
$3K
PA
158
Parallel Advisors
California
$2K +$2.55K +82 New
TFO
159
Tarbox Family Office
California
$1K
GWS
160
Glassman Wealth Services
Virginia
$1K +$592 +19 New
US Bancorp
161
US Bancorp
Minnesota
$1K +$1.03K +33 New
MERSOM
162
Municipal Employees' Retirement System of Michigan
Michigan
-$440K -13,570 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
-$358K -11,507 Closed
OR
164
Olympiad Research
Connecticut
-$271K -8,371 Closed
AB
165
Amalgamated Bank
New York
-$225K -6,951 Closed
AAMU
166
Amundi Asset Management US
Massachusetts
-$146K -4,500 Closed
Lazard Asset Management
167
Lazard Asset Management
New York
-$48K -1,501 Closed
PI
168
PineBridge Investments
New York
-$33K -1,008 Closed
NEIRG
169
New England Investment & Retirement Group
Massachusetts
-$10K -323 Closed
BCA
170
Berman Capital Advisors
Georgia
-$2K -74 Closed
ABC
171
Associated Banc-Corp
Wisconsin
-$2K -66 Closed
CAW
172
Cornerstone Advisors (Washington)
Washington
-$1K -32 Closed
LC
173
Lindbrook Capital
California
-$1K -30 Closed
PWMG
174
Prestige Wealth Management Group
New Jersey
-$1K -22 Closed
FGAM
175
Financial Gravity Asset Management
Texas
-$237 -7 Closed

NBTB Hedge Fund Activity: Q2 2020 in Review

165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2020, worth a combined $750M — down 7.1% from $808M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NBTB positions and 16 closed out — a net gain of 14 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $3.6M. The largest seller was Macquarie Group, cutting an estimated $9.71M.

  • 165 institutional investors held NBT Bancorp (NBTB) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $750M of NBT Bancorp stock for Q2 2020, down 7.1% quarter-over-quarter.
  • 30 funds opened new NBT Bancorp positions in Q2 2020 and 16 closed out, a net change of +14 holders.
  • The largest NBT Bancorp buyer in Q2 2020 was State Street, an estimated $3.6M added.
  • The largest NBT Bancorp seller in Q2 2020 was Macquarie Group, an estimated $9.71M sold.

Based on aggregated 13F filings for Q2 2020.