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NBT Bancorp

188 hedge funds and large institutions have $919M invested in NBT Bancorp in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $862M → $919M (+$57.1M)

1.28% more ownership

Funds ownership: 55.77%57.06% (+1.3%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% less funds holding

Funds holding: 193188 (-5)

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

51% less call options, than puts

Call options by funds: $271K | Put options by funds: $552K

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
57
Reduced
68
Closed
16
Calls
$271K
Puts
$552K
Net Calls
-$281K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$88K +$6.02K +166 +8%
Macquarie Group
152
Macquarie Group
Australia
$53K -$8.6M -237,255 -99%
SWA
153
Sutton Wealth Advisors
Florida
$51.3K -$109 -3 -0.2%
APA
154
American Portfolios Advisors
New York
$44K
KFS
155
Kelly Financial Services
Massachusetts
$42.8K +$326 +9 +0.8%
VNA
156
Valley National Advisers
Pennsylvania
$39K
EARNEST Partners
157
EARNEST Partners
Georgia
$34K
VCM
158
Vigilant Capital Management
Maine
$25K
Bessemer Group
159
Bessemer Group
New Jersey
$23K
SAM
160
Strategic Asset Management
Minnesota
$23K
CCA
161
Column Capital Advisors
Indiana
$19K +$145 +4 +0.8%
BBHC
162
Brown Brothers Harriman & Co
New York
$15K
VCM
163
Versant Capital Management
Arizona
$15K
ME
164
McIlrath & Eck
Washington
$15K +$10.7K +296 +285%
AF
165
Arrow Financial
New York
$14K
ST
166
Smithfield Trust
Pennsylvania
$14K
AssetMark Inc
167
AssetMark Inc
California
$14K +$7.83K +216 +133%
IA
168
IFP Advisors
Florida
$13K
EWA
169
EverSource Wealth Advisors
Alabama
$12K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$11K +$10.7K +295 New
RIM
171
Rockbridge Investment Management
New York
$9.02K
RAM
172
Riggs Asset Management
Pennsylvania
$9K
MAM
173
Meeder Asset Management
Ohio
$9K +$2.57K +71 +43%
SWM
174
Spire Wealth Management
Virginia
$8K
Simplex Trading
175
Simplex Trading
Illinois
$6K -$22.2K -612 -78%

NBTB Hedge Fund Activity: Q2 2022 in Review

188 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2022, worth a combined $919M — up 6.6% from $862M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NBTB positions and 16 closed out — a net gain of 1 holder — while 57 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.11M. The largest seller was Macquarie Group, cutting an estimated $8.6M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $919M of NBT Bancorp stock for Q2 2022, up 6.6% quarter-over-quarter.
  • 17 funds opened new NBT Bancorp positions in Q2 2022 and 16 closed out, a net change of +1 holder.
  • The largest NBT Bancorp buyer in Q2 2022 was Goldman Sachs, an estimated $9.11M added.
  • The largest NBT Bancorp seller in Q2 2022 was Macquarie Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2022.