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NBT Bancorp

216 hedge funds and large institutions have $1.31B invested in NBT Bancorp in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $893K

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$198M)

17% more funds holding

Funds holding: 184216 (+32)

1.72% more ownership

Funds ownership: 60.81%62.53% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
216
Holders Change
+32
Holders Change %
+17.39%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
58
Reduced
63
Closed
9
Calls
$9.92M
Puts
$893K
Net Calls
+$9.03M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
151
Ascent Wealth Partners
New York
$218K +$222K +4,930 New
FWM
152
Focused Wealth Management
New York
$217K +$221K +4,897 New
Lido Advisors
153
Lido Advisors
California
$212K +$217K +4,802 New
SFS
154
Strategic Financial Services
New York
$211K +$216K +4,777 New
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$211K +$215K +4,771 New
AIP
156
Ameritas Investment Partners
Nebraska
$199K -$10.9K -241 -5%
NMM
157
Naples Money Management
Florida
$165K
B
158
Birchbrook
Maine
$132K
PMFA
159
Plante Moran Financial Advisors
Michigan
$132K
S
160
SignatureFD
Georgia
$112K
PAS
161
Point72 Asia (Singapore)
Singapore
$103K +$105K +2,330 New
SAM
162
Smartleaf Asset Management
Massachusetts
$93.9K +$9.43K +209 +11%
SHIM
163
Stone House Investment Management
Pennsylvania
$90.7K
CFM
164
Catalyst Funds Management
Australia
$79.6K +$72.2K +1,600 +800%
Simplex Trading
165
Simplex Trading
Illinois
$66K -$58.8K -1,303 -47%
KBC Group
166
KBC Group
Belgium
$65K
A
167
AlphaQuest
New York
$57.5K +$58.7K +1,300 New
US Bancorp
168
US Bancorp
Minnesota
$57.2K +$58.3K +1,293 New
ACM
169
Aquatic Capital Management
Illinois
$53.1K +$54.2K +1,200 New
DB
170
Danske Bank
Denmark
$53.1K +$54.2K +1,200 New
GI
171
GAMMA Investing
California
$34.4K +$11.4K +252 +48%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7K -$1.22K -27 -4%
PCMC
173
Planning Capital Management Corporation
Pennsylvania
$27.2K +$226 +5 +0.8%
AssetMark Inc
174
AssetMark Inc
California
$23.5K +$9.79K +217 +69%
GRP
175
Global Retirement Partners
California
$23.2K +$1.8K +40 +8%

NBTB Hedge Fund Activity: Q3 2024 in Review

216 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2024, worth a combined $1.31B — up 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NBTB positions and 9 closed out — a net gain of 32 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Victory Capital Management, cutting an estimated $3.92M.

  • 216 institutional investors held NBT Bancorp (NBTB) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $1.31B of NBT Bancorp stock for Q3 2024, up 18% quarter-over-quarter.
  • 41 funds opened new NBT Bancorp positions in Q3 2024 and 9 closed out, a net change of +32 holders.
  • The largest NBT Bancorp buyer in Q3 2024 was Morgan Stanley, an estimated $7.6M added.
  • The largest NBT Bancorp seller in Q3 2024 was Victory Capital Management, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2024.