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NBT Bancorp

217 hedge funds and large institutions have $1.49B invested in NBT Bancorp in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $153K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$190M)

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

3.81% more ownership

Funds ownership: 62.53%66.34% (+3.8%)

0% more funds holding

Funds holding: 216217 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
73
Reduced
64
Closed
21
Calls
$2.19M
Puts
$153K
Net Calls
+$2.03M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$239K +$143 +3 +0.1%
CC
152
Centiva Capital
New York
$238K -$15.5K -326 -6%
AWP
153
Ascent Wealth Partners
New York
$236K +$904 +19 +0.4%
FDDB
154
Fidelity D&D Bancorp
Pennsylvania
$236K
FWM
155
Focused Wealth Management
New York
$235K +$1.05K +22 +0.4%
AIP
156
Ameritas Investment Partners
Nebraska
$230K +$14.8K +310 +7%
SFS
157
Strategic Financial Services
New York
$228K
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$228K +$476 +10 +0.2%
CWM
159
CIBC World Markets
New York
$206K +$205K +4,307 New
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$202K +$202K +4,236 New
FNBTCON
161
First National Bank & Trust Co of Newtown
Pennsylvania
$202K +$201K +4,231 New
TRCT
162
Tower Research Capital (TRC)
New York
$198K -$54.5K -1,146 -22%
B
163
Birchbrook
Maine
$143K
PMFA
164
Plante Moran Financial Advisors
Michigan
$143K
SAM
165
Smartleaf Asset Management
Massachusetts
$132K +$28.4K +597 +28%
S
166
SignatureFD
Georgia
$121K
KBC Group
167
KBC Group
Belgium
$103K +$33K +693 +47%
ETS
168
ESL Trust Services
New York
$98.3K +$97.9K +2,058 New
CBT
169
Crews Bank & Trust
Florida
$98K +$97.6K +2,052 New
US Bancorp
170
US Bancorp
Minnesota
$87.7K +$25.8K +543 +42%
RWM
171
Rialto Wealth Management
New York
$87.4K +$87K +1,829 New
SCM
172
Sterling Capital Management
North Carolina
$69.3K +$61.5K +1,292 +818%
GI
173
GAMMA Investing
California
$61.8K +$24.6K +517 +66%
ACM
174
Aquatic Capital Management
Illinois
$50.2K -$7.04K -148 -12%
AssetMark Inc
175
AssetMark Inc
California
$29.9K +$4.57K +96 +18%

NBTB Hedge Fund Activity: Q4 2024 in Review

217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2024, worth a combined $1.49B — up 15% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NBTB positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 64 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $38.8M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 217 institutional investors held NBT Bancorp (NBTB) as of Q4 2024, up from 216 in Q3 2024.
  • Funds reported $1.49B of NBT Bancorp stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new NBT Bancorp positions in Q4 2024 and 21 closed out, a net change of +6 holders.
  • The largest NBT Bancorp buyer in Q4 2024 was Silvercrest Asset Management, an estimated $38.8M added.
  • The largest NBT Bancorp seller in Q4 2024 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2024.