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NBT Bancorp
NBTB

193 hedge funds and large institutions have $1.04B invested in NBT Bancorp in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $583K

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 188 → 193 (+5)

0.85% more ownership

Funds ownership: 59.26% → 60.11% (+0.85%)

12% less capital invested

Capital invested by funds: $1.18B → $1.04B (-$143M)

22% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 68

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
53
Reduced
68
Closed
21
Calls
$2.1M
Puts
$583K
Net Calls
+$1.52M
Net Calls Change
-$481K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$26.1M
2
CVA
Ceredex Value Advisors
Florida
+$7.74M
3
BlackRock
BlackRock
New York
+$6.92M
4
State Street
State Street
Massachusetts
+$3.66M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.1M
3
KAS
Kestra Advisory Services
Texas
-$12.6M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$8.78M
5
RC
Roubaix Capital
Colorado
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
201
Two Sigma Securities
New York
– -$224K -5,340 Closed
AQR Capital Management
202
AQR Capital Management
Connecticut
– -$223K -5,316 Closed
SFS
203
Strategic Financial Services
New York
– -$214K -5,097 Closed
FDDB
204
Fidelity D&D Bancorp
Pennsylvania
– -$207K -4,938 Closed
AWP
205
Ascent Wealth Partners
New York
– -$204K -4,858 Closed
FWM
206
Focused Wealth Management
New York
– -$202K -4,813 Closed
KAS
207
Kestra Advisory Services
Texas
– -$12.6M -3,676 Closed
Allspring Global Investments
208
Allspring Global Investments
North Carolina
– -$118K -2,815 Closed
BFS
209
Bare Financial Services
Pennsylvania
– -$97.5K -2,327 Closed
ACM
210
Aquatic Capital Management
Illinois
– -$59K -1,400 Closed
RIM
211
Rockbridge Investment Management
New York
– -$10.1K -240 Closed
GWS
212
Glassman Wealth Services
Virginia
– -$168 -4 Closed
C
213
Covestor
United Kingdom
– -$36 -1 -20%
TWC
214
TD Waterhouse Canada
Ontario, Canada
– -$41 -1 Closed
5 6 7 8
9

NBTB Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2024, worth a combined $1.04B — down 12% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NBTB positions and 21 closed out — a net gain of 7 holders — while 53 added to existing stakes and 68 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $26.1M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 193 institutional investors held NBT Bancorp (NBTB) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $1.04B of NBT Bancorp stock for Q1 2024, down 12% quarter-over-quarter.
  • 28 funds opened new NBT Bancorp positions in Q1 2024 and 21 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q1 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $26.1M added.
  • The largest NBT Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.