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NBT Bancorp
NBTB

183 hedge funds and large institutions have $845M invested in NBT Bancorp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $329K | Put options by funds: $19K

60% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 47

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 179 → 183 (+4)

5% more capital invested

Capital invested by funds: $806M → $845M (+$39.2M)

2.33% less ownership

Funds ownership: 58.97% → 56.64% (-2.3%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
75
Reduced
47
Closed
20
Calls
$329K
Puts
$19K
Net Calls
+$310K
Net Calls Change
-$432K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$15.3M
2
BlackRock
BlackRock
New York
+$12M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$5.93M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$4.98M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.78M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$5.17M
2
Invesco
Invesco
Georgia
-$3.65M
3
E
Ergoteles
New York
-$2.76M
4
HI
HBK Investments
Texas
-$1.68M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Abound Wealth Management
Tennessee
$476 – – –
GWS
177
Glassman Wealth Services
Virginia
$127 – – –
JWA
178
JFS Wealth Advisors
Pennsylvania
$127 – – –
SIC
179
SJS Investment Consulting
Ohio
$96 – – –
TWC
180
TD Waterhouse Canada
Ontario, Canada
$32 – – –
E
181
Ergoteles
New York
– -$2.76M -86,803 Closed
HI
182
HBK Investments
Texas
– -$1.68M -52,726 Closed
HSBC Holdings
183
HSBC Holdings
United Kingdom
– -$1.07M -33,526 Closed
WG
184
Winton Group
United Kingdom
– -$708K -22,243 Closed
OMC
185
Old Mission Capital
Illinois
– -$595K -18,686 Closed
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
– -$566K -17,762 Closed
SIM
187
SummerHaven Investment Management
Connecticut
– -$550K -17,268 Closed
ETC
188
Exchange Traded Concepts
Oklahoma
– -$492K -15,437 Closed
ECM
189
Everence Capital Management
Indiana
– -$360K -10,730 Closed
YIH
190
Y-Intercept (HK)
Hong Kong
– -$337K -10,572 Closed
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
– -$335K -10,532 Closed
Lido Advisors
192
Lido Advisors
California
– -$267K -8,397 Closed
CSS
193
Cubist Systematic Strategies
Connecticut
– -$251K -7,884 Closed
KAS
194
Kestra Advisory Services
Texas
– -$231K -7,260 Closed
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
– -$204K -6,391 Closed
GWM
196
Geneos Wealth Management
Colorado
– -$75.2K -2,360 Closed
EC
197
Elequin Capital
New York
– -$30K -941 Closed
RAM
198
Riggs Asset Management
Pennsylvania
– -$7.96K -250 Closed
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
– -$7.23K -227 Closed
DI
200
Disciplined Investments
Oklahoma
– -$64 -2 Closed
5 6 7
8
9

NBTB Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2023, worth a combined $845M — up 4.9% from $806M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 20 closed out — a net gain of 5 holders — while 75 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $5.17M.

  • 183 institutional investors held NBT Bancorp (NBTB) as of Q3 2023, up from 179 in Q2 2023.
  • Funds reported $845M of NBT Bancorp stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q3 2023 and 20 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $15.3M added.
  • The largest NBT Bancorp seller in Q3 2023 was Millennium Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2023.