We are live on ! Find out more
NBTB icon

NBT Bancorp

122 hedge funds and large institutions have $456M invested in NBT Bancorp in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

42,750% more call options, than puts

Call options by funds: $857K | Put options by funds: $2K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 124122 (-2)

5% less capital invested

Capital invested by funds: $481M → $456M (-$24.7M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
36
Reduced
44
Closed
11
Calls
$857K
Puts
$2K
Net Calls
+$855K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.9M +$2.34M +96,804 +4%
BFA
2
BlackRock Fund Advisors
California
$58.6M +$379K +15,670 +0.7%
Macquarie Group
3
Macquarie Group
Australia
$40M +$2.77M +114,571 +8%
State Street
4
State Street
Massachusetts
$34.8M -$359K -14,855 -1%
BIT
5
BlackRock Institutional Trust
California
$30.1M -$25.8K -1,068 -0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$28.6M +$680K +28,094 +2%
Northern Trust
7
Northern Trust
Illinois
$23.7M -$1.02M -42,211 -4%
CIP
8
Champlain Investment Partners
Vermont
$16.8M +$2.16M +89,375 +15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.9M -$30.5K -1,260 -0.3%
Norges Bank
10
Norges Bank
Norway
$10M
NB
11
NBT Bank
New York
$8.82M -$268K -11,072 -3%
AQR Capital Management
12
AQR Capital Management
Connecticut
$6.93M +$91.9K +3,800 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.87M +$466K +19,277 +7%
Principal Financial Group
14
Principal Financial Group
Iowa
$6.8M +$312K +12,896 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.06M -$1.79M -73,928 -26%
TCIM
16
TIAA CREF Investment Management
New York
$5.01M -$34.8K -1,440 -0.7%
Ameriprise
17
Ameriprise
Minnesota
$4.36M +$140K +5,803 +3%
BIM
18
BlackRock Investment Management
Delaware
$4.26M +$53K +2,191 +1%
Prudential Financial
19
Prudential Financial
New Jersey
$3.96M +$53.2K +2,200 +1%
Charles Schwab
20
Charles Schwab
California
$3.72M +$340K +14,075 +10%
PFSC
21
Peoples Financial Services Corp
Pennsylvania
$3.43M
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$3.33M +$1.09M +44,912 +49%
PPA
23
Parametric Portfolio Associates
Washington
$2.98M +$27.2K +1,123 +0.9%
BMCMI
24
Bryn Mawr Capital Management Inc
Pennsylvania
$2.79M -$742K -30,658 -21%
MCA
25
Mendon Capital Advisors
Florida
$2.73M +$67.2K +2,777 +3%

NBTB Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2014, worth a combined $456M — down 5.1% from $481M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NBTB and 9 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 36 added.

The largest buyer was Macquarie Group, adding an estimated $2.77M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $2.59M sold.

  • 122 institutional investors held NBT Bancorp (NBTB) as of Q1 2014, down from 124 in Q4 2013.
  • Funds reported $456M of NBT Bancorp stock for Q1 2014, down 5.1% quarter-over-quarter.
  • 9 funds opened new NBT Bancorp positions in Q1 2014 and 11 closed out, a net change of -2 holders.
  • The largest NBT Bancorp buyer in Q1 2014 was Macquarie Group, an estimated $2.77M added.
  • The largest NBT Bancorp seller in Q1 2014 was Hutchin Hill Capital, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2014.