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NBT Bancorp
NBTB

188 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,177% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $92K

40% more capital invested

Capital invested by funds: $845M → $1.18B (+$337M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 183 → 188 (+5)

2.62% more ownership

Funds ownership: 56.64% → 59.26% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.74M
3
State Street
State Street
Massachusetts
+$4.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.57M
5
BlackRock
BlackRock
New York
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.19M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.61M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.36M
4
Norges Bank
Norges Bank
Norway
-$1.23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
AllSquare Wealth Management
New York
$2.59K +$36 +1 +2%
VCM
177
Versant Capital Management
Arizona
$1.97K -$1.34K -37 -44%
PA
178
Parallel Advisors
California
$1.55K – – –
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
EWA
180
EverSource Wealth Advisors
Alabama
$1.09K -$3.18K -88 -77%
FFA
181
Farther Finance Advisors
California
$754 – – –
QCG
182
Quadrant Capital Group
Ohio
$713 – – –
AWM
183
Abound Wealth Management
Tennessee
$545 -$72 -2 -13%
GWS
184
Glassman Wealth Services
Virginia
$168 – – –
JWA
185
JFS Wealth Advisors
Pennsylvania
$168 – – –
SIC
186
SJS Investment Consulting
Ohio
$168 +$36 +1 +33%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$41 – – –
Voloridge Investment Management
188
Voloridge Investment Management
Florida
– -$1.61M -50,862 Closed
Renaissance Technologies
189
Renaissance Technologies
New York
– -$1.07M -33,839 Closed
GCM
190
Graham Capital Management
Connecticut
– -$676K -21,316 Closed
SG Americas Securities
191
SG Americas Securities
New York
– -$498K -15,710 Closed
HF
192
HRT Financial
New York
– -$433K -13,691 Closed
Jacobs Levy Equity Management
193
Jacobs Levy Equity Management
New Jersey
– -$377K -11,891 Closed
Two Sigma Advisers
194
Two Sigma Advisers
New York
– -$314K -9,900 Closed
FLC
195
Fifth Lane Capital
Texas
– -$295K -9,274 Closed
DFCM
196
Dark Forest Capital Management
Puerto Rico
– -$287K -9,062 Closed
BRWA
197
B. Riley Wealth Advisors
Florida
– -$287K -9,058 Closed
Simplex Trading
198
Simplex Trading
Illinois
– -$76.9K -2,128 Closed
MCM
199
Magnolia Capital Management
New York
– -$50K -1,592 Closed
UFF
200
USA Financial Formulas
Michigan
– -$46.2K -1,459 Closed
5 6 7
8
9

NBTB Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2023, worth a combined $1.18B — up 40% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 18 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was AllianceBernstein, cutting an estimated $2.19M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.18B of NBT Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q4 2023 and 18 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.