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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.7M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$9.74M |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.85M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.57M |
| 5 |
BlackRock
New York
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.19M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$1.61M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.36M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.23M |
| 5 |
Renaissance Technologies
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
EARNEST Partners
Atlanta,
Georgia
| – | -$28.7K | -906 | Closed |
|
|
QL
202
Quarry LP
New York
| – | -$5.55K | -175 | Closed |
|
|
MPWT
203
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$4.06K | -128 | Closed |
|
|
FAM
204
Flaharty Asset Management
Clearwater,
Florida
| – | -$3.17K | -100 | Closed |
|
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.