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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
TPCW
176
TD Private Client Wealth
New York
$21.4K
BTI
177
Blue Trust Inc
Georgia
$20.1K -$316 -7 -1%
BBHC
178
Brown Brothers Harriman & Co
New York
$18K
PD
179
Point72 (DIFC)
United Arab Emirates
$17.1K +$17.5K +388 New
ST
180
Smithfield Trust
Pennsylvania
$17K
CT
181
Caldwell Trust
Florida
$16.5K
QL
182
Quarry LP
New York
$16.5K +$16.8K +372 New
ME
183
McIlrath & Eck
Washington
$16.3K +$45 +1 +0.3%
AF
184
Arrow Financial
New York
$16.1K
CA
185
Clearstead Advisors
Ohio
$14.2K
SWM
186
Spire Wealth Management
Virginia
$8.85K
FAM
187
Flaharty Asset Management
Florida
$8.85K +$9.03K +200 New
SCM
188
Sterling Capital Management
North Carolina
$6.99K +$7.13K +158 New
FHA
189
First Horizon Advisors
Tennessee
$6.37K
BCWM
190
Bartlett & Co Wealth Management
Ohio
$6.1K
Bessemer Group
191
Bessemer Group
New Jersey
$5K +$2.71K +60 +133%
UB
192
UMB Bank
Missouri
$4.95K +$2.66K +59 +111%
VCM
193
Versant Capital Management
Arizona
$4.6K
AAP
194
Arax Advisory Partners
Colorado
$3.36K
AWM
195
AllSquare Wealth Management
New York
$2.81K +$45 +1 +2%
RIL
196
Rothschild Investment LLC
Illinois
$2.21K +$1.35K +30 +150%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1.99K
PA
198
Parallel Advisors
California
$1.64K
EBA
199
Eagle Bay Advisors
New York
$1.55K
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1.28K

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.