We are live on ! Find out more
NBTB icon

NBT Bancorp
NBTB

195 hedge funds and large institutions have $983M invested in NBT Bancorp in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $725K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

6% more capital invested

Capital invested by funds: $923M → $983M (+$59.8M)

5% more funds holding

Funds holding: 185 → 195 (+10)

0.68% more ownership

Funds ownership: 56.78% → 57.46% (+0.68%)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
65
Reduced
57
Closed
18
Calls
$1.75M
Puts
$725K
Net Calls
+$1.02M
Net Calls Change
+$344K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.51M
2
Goldman Sachs
Goldman Sachs
New York
+$4.82M
3
American Century Companies
American Century Companies
Missouri
+$3.66M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.27M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.4M
2
State Street
State Street
Massachusetts
-$7.34M
3
BFM
Boothbay Fund Management
New York
-$2.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.05M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
176
Versant Capital Management
Arizona
$13.3K -$3.75K -85 -22%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$12.8K – – –
RAM
178
Riggs Asset Management
Pennsylvania
$10.9K – – –
TWA
179
TCI Wealth Advisors
Arizona
$7.47K +$44 +1 +0.6%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$7.38K – – –
BC
181
Bartlett & Co
Ohio
$6K – – –
BCWM
182
Bartlett & Co Wealth Management
Ohio
$5.99K – – –
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.07K +47 +294%
PA
184
Parallel Advisors
California
$1.61K – – –
BIA
185
Bell Investment Advisors
California
$1.43K – – –
GWS
186
Glassman Wealth Services
Virginia
$1.39K – – –
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
FFA
188
Farther Finance Advisors
California
$1.13K +$1.15K +26 New
GRP
189
Global Retirement Partners
California
$782 – – –
ECM
190
Everence Capital Management
Indiana
$466 +$473K +10,730 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$87 +$88 +2 New
SIC
192
SJS Investment Consulting
Ohio
$43 +$44 +1 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$43 +$44 +1 New
BFM
194
Boothbay Fund Management
New York
– -$2.66M -70,000 Closed
BGIM
195
Brandywine Global Investment Management
Pennsylvania
– -$2M -52,776 Closed
UBS AM
196
UBS AM
Illinois
– -$1.63M -43,002 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
– -$1.17M -30,934 Closed
PFO
198
PMC FIG Opportunities
Israel
– -$569K -15,000 Closed
B
199
Bailard
California
– -$364K -9,600 Closed
GCM
200
Graham Capital Management
Connecticut
– -$302K -7,960 Closed
5 6 7
8
9

NBTB Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2022, worth a combined $983M — up 6.5% from $923M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NBTB positions and 18 closed out — a net gain of 14 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.51M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 195 institutional investors held NBT Bancorp (NBTB) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $983M of NBT Bancorp stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 32 funds opened new NBT Bancorp positions in Q4 2022 and 18 closed out, a net change of +14 holders.
  • The largest NBT Bancorp buyer in Q4 2022 was JP Morgan Chase, an estimated $8.51M added.
  • The largest NBT Bancorp seller in Q4 2022 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2022.