We are live on ! Find out more
NBTB icon

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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$1.24K +$226 +5 +22%
EWA
202
EverSource Wealth Advisors
Alabama
$1.15K
PS
203
Principal Securities
Iowa
$973 +$993 +22 New
FFA
204
Farther Finance Advisors
California
$929 +$135 +3 +17%
QCG
205
Quadrant Capital Group
Ohio
$752
AWM
206
Avior Wealth Management
Nebraska
$707
CA
207
Continuum Advisory
Idaho
$298 +$271 +6 New
LFG
208
Larson Financial Group
Missouri
$221
JWA
209
JFS Wealth Advisors
Pennsylvania
$177
SIC
210
SJS Investment Consulting
Ohio
$177
MFG
211
Mendota Financial Group
Wisconsin
$89 +$90 +2 New
CA
212
Claris Advisors
Missouri
$44 +$45 +1 New
TWC
213
TD Waterhouse Canada
Ontario, Canada
$43
EP
214
Edgestream Partners
New Jersey
-$1.97M -51,140 Closed
Two Sigma Investments
215
Two Sigma Investments
New York
-$1.44M -37,387 Closed
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
-$1.28M -33,238 Closed
MCM
217
Maltese Capital Management
New York
-$1.05M -27,150 Closed
Two Sigma Advisers
218
Two Sigma Advisers
New York
-$459K -11,900 Closed
SI
219
Stephens Inc
Arkansas
-$371K -9,622 Closed
KFS
220
Kelly Financial Services
Massachusetts
-$47K -1,219 Closed
RFA
221
Register Financial Advisors
Georgia
-$28.4K -737 Closed
IC
222
Innealta Capital
Texas
-$39 -1 Closed
HWM
223
Hemington Wealth Management
Virginia
+$90 +2 New
HFM
224
Harvest Fund Management
China
+$226 +5 New

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.