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NBT Bancorp

184 hedge funds and large institutions have $1.11B invested in NBT Bancorp in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $602K

7% more capital invested

Capital invested by funds: $1.04B → $1.11B (+$67.7M)

0.7% more ownership

Funds ownership: 60.11%60.81% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 193184 (-9)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
54
Reduced
60
Closed
26
Calls
$2.45M
Puts
$602K
Net Calls
+$1.84M
Net Calls Change
+$322K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$18.7K -$2.75K -76 -14%
TPCW
152
TD Private Client Wealth
New York
$18.7K
BBHC
153
Brown Brothers Harriman & Co
New York
$15.7K
ST
154
Smithfield Trust
Pennsylvania
$15K
CT
155
Caldwell Trust
Florida
$14.4K
ME
156
McIlrath & Eck
Washington
$14.2K +$72 +2 +0.5%
AF
157
Arrow Financial
New York
$14.1K
CA
158
Clearstead Advisors
Ohio
$12.4K +$11.6K +320 New
AssetMark Inc
159
AssetMark Inc
California
$12.1K -$108 -3 -0.9%
CFM
160
Catalyst Funds Management
Australia
$7.72K -$6.87K -190 -49%
SWM
161
Spire Wealth Management
Virginia
$7.72K
FHA
162
First Horizon Advisors
Tennessee
$5.56K
BCWM
163
Bartlett & Co Wealth Management
Ohio
$5.33K
VCM
164
Versant Capital Management
Arizona
$4.01K +$2.06K +57 +121%
AAP
165
Arax Advisory Partners
Colorado
$2.93K +$2.75K +76 New
AWM
166
AllSquare Wealth Management
New York
$2.43K +$36 +1 +2%
UB
167
UMB Bank
Missouri
$2.05K +$904 +25 +89%
Bessemer Group
168
Bessemer Group
New Jersey
$2K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1.74K
PA
170
Parallel Advisors
California
$1.43K
EBA
171
Eagle Bay Advisors
New York
$1.35K
EWA
172
EverSource Wealth Advisors
Alabama
$1.27K
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$1.12K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$888 +$831 +23 New
RIL
175
Rothschild Investment LLC
Illinois
$772 +$542 +15 +300%

NBTB Hedge Fund Activity: Q2 2024 in Review

184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2024, worth a combined $1.11B — up 6.5% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 18 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Victory Capital Management, adding an estimated $21.5M. The largest seller was BlackRock, cutting an estimated $5.52M.

  • 184 institutional investors held NBT Bancorp (NBTB) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $1.11B of NBT Bancorp stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new NBT Bancorp positions in Q2 2024 and 26 closed out, a net change of -8 holders.
  • The largest NBT Bancorp buyer in Q2 2024 was Victory Capital Management, an estimated $21.5M added.
  • The largest NBT Bancorp seller in Q2 2024 was BlackRock, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2024.