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NBT Bancorp

124 hedge funds and large institutions have $481M invested in NBT Bancorp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,404% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $27K

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $410M → $481M (+$71.4M)

7% more funds holding

Funds holding: 116124 (+8)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
40
Closed
8
Calls
$1.22M
Puts
$27K
Net Calls
+$1.19M
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.3M +$1.88M +76,603 +3%
BFA
2
BlackRock Fund Advisors
California
$61.6M +$1.17M +47,876 +2%
Macquarie Group
3
Macquarie Group
Australia
$39.4M +$1.36M +55,458 +4%
State Street
4
State Street
Massachusetts
$37.2M +$4.11M +167,657 +13%
BIT
5
BlackRock Institutional Trust
California
$31.9M -$1.79M -73,095 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.6M +$1.04M +42,376 +4%
Northern Trust
7
Northern Trust
Illinois
$26.2M -$320K -13,046 -1%
CIP
8
Champlain Investment Partners
Vermont
$15.5M +$14.7M +598,845 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.7M +$499K +20,333 +4%
Norges Bank
10
Norges Bank
Norway
$10.6M
NB
11
NBT Bank
New York
$9.63M -$337K -13,715 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$7.27M -$799K -32,556 -10%
AQR Capital Management
13
AQR Capital Management
Connecticut
$7.24M -$448K -18,270 -6%
Principal Financial Group
14
Principal Financial Group
Iowa
$6.87M +$360K +14,674 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.78M +$885K +36,051 +16%
TCIM
16
TIAA CREF Investment Management
New York
$5.34M -$166K -6,777 -3%
Ameriprise
17
Ameriprise
Minnesota
$4.46M +$108K +4,413 +3%
BIM
18
BlackRock Investment Management
Delaware
$4.46M -$96.5K -3,933 -2%
Prudential Financial
19
Prudential Financial
New Jersey
$4.14M -$9.82K -400 -0.2%
BMCMI
20
Bryn Mawr Capital Management Inc
Pennsylvania
$3.75M -$2.41M -98,040 -40%
PFSC
21
Peoples Financial Services Corp
Pennsylvania
$3.63M +$3.44M +140,254 New
Charles Schwab
22
Charles Schwab
California
$3.57M +$156K +6,373 +5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$3.23M -$23.2K -945 -0.8%
PPA
24
Parametric Portfolio Associates
Washington
$3.12M +$49.8K +2,029 +2%
MCA
25
Mendon Capital Advisors
Florida
$2.82M

NBTB Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2013, worth a combined $481M — up 17% from $410M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NBTB positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $14.7M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $2.41M.

  • 124 institutional investors held NBT Bancorp (NBTB) as of Q4 2013, up from 116 in Q3 2013.
  • Funds reported $481M of NBT Bancorp stock for Q4 2013, up 17% quarter-over-quarter.
  • 18 funds opened new NBT Bancorp positions in Q4 2013 and 8 closed out, a net change of +10 holders.
  • The largest NBT Bancorp buyer in Q4 2013 was Champlain Investment Partners, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2013.