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NBT Bancorp

217 hedge funds and large institutions have $1.49B invested in NBT Bancorp in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $153K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$190M)

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

3.81% more ownership

Funds ownership: 62.53%66.34% (+3.8%)

0% more funds holding

Funds holding: 216217 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
73
Reduced
64
Closed
21
Calls
$2.19M
Puts
$153K
Net Calls
+$2.03M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$1.1K -$16.6K -349 -94%
PS
202
Principal Securities
Iowa
$1.05K
SS
203
SBI Securities
Japan
$1.05K +$1.05K +22 New
FFA
204
Farther Finance Advisors
California
$1K
QCG
205
Quadrant Capital Group
Ohio
$812
AWM
206
Avior Wealth Management
Nebraska
$764
Jones Financial Companies
207
Jones Financial Companies
Missouri
$764 +$761 +16 New
IA
208
IFP Advisors
Florida
$430
WA
209
WPG Advisers
Maryland
$334 +$333 +7 New
CA
210
Continuum Advisory
Idaho
$287
LFG
211
Larson Financial Group
Missouri
$239
JWA
212
JFS Wealth Advisors
Pennsylvania
$192
SIC
213
SJS Investment Consulting
Ohio
$144 -$48 -1 -25%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$48
GFPC
215
Global Financial Private Client
Florida
$48 +$48 +1 New
IWA
216
IBEX Wealth Advisors
New Jersey
-$934K -51,749 Closed
YIH
217
Y-Intercept (HK)
Hong Kong
-$1.28M -28,887 Closed
HF
218
HRT Financial
New York
-$1.2M -27,026 Closed
OQS
219
Occudo Quantitative Strategies
Florida
-$1.04M -23,617 Closed
UCFA
220
United Capital Financial Advisors
Texas
-$1.02M -23,157 Closed
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
-$934K -21,107 Closed
CSS
222
Cubist Systematic Strategies
Connecticut
-$862K -19,500 Closed
CCIA
223
Campbell & Co Investment Adviser
Maryland
-$744K -16,814 Closed
LSV Asset Management
224
LSV Asset Management
Illinois
-$438K -9,900 Closed
PP
225
Paloma Partners
Connecticut
-$411K -9,283 Closed

NBTB Hedge Fund Activity: Q4 2024 in Review

217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2024, worth a combined $1.49B — up 15% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NBTB positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 64 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $38.8M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 217 institutional investors held NBT Bancorp (NBTB) as of Q4 2024, up from 216 in Q3 2024.
  • Funds reported $1.49B of NBT Bancorp stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new NBT Bancorp positions in Q4 2024 and 21 closed out, a net change of +6 holders.
  • The largest NBT Bancorp buyer in Q4 2024 was Silvercrest Asset Management, an estimated $38.8M added.
  • The largest NBT Bancorp seller in Q4 2024 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2024.