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NBT Bancorp

183 hedge funds and large institutions have $914M invested in NBT Bancorp in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $712K | Put options by funds: $381K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $860M → $914M (+$53.7M)

1% more funds holding

Funds holding: 182183 (+1)

0.3% more ownership

Funds ownership: 55.01%55.31% (+0.3%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
60
Closed
19
Calls
$712K
Puts
$381K
Net Calls
+$331K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
151
Riggs Asset Management
Pennsylvania
$37K -$11.2K -300 -24%
EARNEST Partners
152
EARNEST Partners
Georgia
$35K
VCM
153
Vigilant Capital Management
Maine
$35K
CHA
154
Carmichael Hill & Associates
Maryland
$29K -$10.3K -275 -27%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$28K -$224 -6 -0.8%
AF
156
Arrow Financial
New York
$26K
Bessemer Group
157
Bessemer Group
New Jersey
$23K
SAM
158
Strategic Asset Management
Minnesota
$23K
VCM
159
Versant Capital Management
Arizona
$21K -$448 -12 -2%
CCA
160
Column Capital Advisors
Indiana
$19K +$149 +4 +0.8%
ST
161
Smithfield Trust
Pennsylvania
$15K
CT
162
Cambridge Trust
Massachusetts
$15K +$14.9K +400 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$13K -$3.4K -91 -21%
GAM
164
Gemmer Asset Management
California
$12K
EWA
165
EverSource Wealth Advisors
Alabama
$12K +$11.9K +319 New
TRCT
166
Tower Research Capital (TRC)
New York
$10K -$238K -6,381 -96%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.4K +$140K +3,757 +2%
RIM
168
Rockbridge Investment Management
New York
$9K -$9.33K -250 -51%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$8K
SWM
170
Spire Wealth Management
Virginia
$8K
AssetMark Inc
171
AssetMark Inc
California
$7K -$75 -2 -1%
TWA
172
TCI Wealth Advisors
Arizona
$7K
ME
173
McIlrath & Eck
Washington
$4K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.58K +96 New
US Bancorp
175
US Bancorp
Minnesota
$2K

NBTB Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2021, worth a combined $914M — up 6.2% from $860M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NBTB positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.18M. The largest seller was First Trust Advisors, cutting an estimated $2.11M.

  • 183 institutional investors held NBT Bancorp (NBTB) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $914M of NBT Bancorp stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 21 funds opened new NBT Bancorp positions in Q4 2021 and 19 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2021 was JP Morgan Chase, an estimated $6.18M added.
  • The largest NBT Bancorp seller in Q4 2021 was First Trust Advisors, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2021.