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NBT Bancorp
NBTB

Overview Fund Activity

187 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$30.9M
2
KAS
Kestra Advisory Services
Texas
$12.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$11.4M
4
State Street
State Street
Massachusetts
$84.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$5.86M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$603K
4
Norges Bank
Norges Bank
Norway
$12.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$61K – – –
ACM
152
Aquatic Capital Management
Illinois
$59K +$29.5K +700 +100%
SAM
153
Smartleaf Asset Management
Massachusetts
$57K +$57K +1,324 New
KFS
154
Kelly Financial Services
Massachusetts
$50.2K +$419 +10 +0.8%
ADL
155
Asset Dedication LLC
California
$50K – – –
TPCW
156
TD Private Client Wealth
New York
$32.7K +$8.68K +207 +36%
Bessemer Group
157
Bessemer Group
New Jersey
$27K – – –
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3K -$183K -4,368 -88%
PCMC
159
Planning Capital Management Corporation
Pennsylvania
$25.2K +$25.2K +600 New
BTI
160
Blue Trust Inc
Georgia
$21K +$8.64K +276 +70%
GI
161
GAMMA Investing
California
$19.4K +$19.4K +546 New
GRP
162
Global Retirement Partners
California
$17.4K -$9.79K -252 -36%
BBHC
163
Brown Brothers Harriman & Co
New York
$17K – – –
ST
164
Smithfield Trust
Pennsylvania
$16K – – –
AF
165
Arrow Financial
New York
$15.3K – – –
ME
166
McIlrath & Eck
Washington
$15.2K +$42 +1 +0.3%
AssetMark Inc
167
AssetMark Inc
California
$15.2K -$1.59K -38 -10%
RIM
168
Rockbridge Investment Management
New York
$10.1K +$10.1K +240 New
SWM
169
Spire Wealth Management
Virginia
$7.9K – – –
BC
170
Bartlett & Co
Ohio
$6K – – –
BCWM
171
Bartlett & Co Wealth Management
Ohio
$5.94K – – –
FHA
172
First Horizon Advisors
Tennessee
$4.99K – – –
USB
173
Union Savings Bank
Connecticut
$4.86K +$4.86K +116 New
PFBT
174
Parkside Financial Bank & Trust
Missouri
$4.19K -$6.71K -160 -62%
AWM
175
AllSquare Wealth Management
New York
$2.59K +$42 +1 +2%
5 6
7
8 9