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NBT Bancorp

129 hedge funds and large institutions have $468M invested in NBT Bancorp in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more funds holding

Funds holding: 122129 (+7)

2% more capital invested

Capital invested by funds: $456M → $468M (+$11.3M)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
42
Closed
7
Calls
$844K
Puts
Net Calls
+$844K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.8M +$1.12M +47,888 +2%
BFA
2
BlackRock Fund Advisors
California
$53.6M -$3.82M -163,637 -7%
Macquarie Group
3
Macquarie Group
Australia
$39.9M +$548K +23,505 +1%
State Street
4
State Street
Massachusetts
$32.9M -$1.16M -49,737 -3%
BIT
5
BlackRock Institutional Trust
California
$29.4M -$195K -8,372 -0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$28.9M +$767K +32,878 +3%
Northern Trust
7
Northern Trust
Illinois
$22.1M -$1.11M -47,432 -5%
Norges Bank
8
Norges Bank
Norway
$19.7M +$9.58M +410,679 +100%
CIP
9
Champlain Investment Partners
Vermont
$18.3M +$1.71M +73,210 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.6M -$92.9K -3,982 -0.8%
NB
11
NBT Bank
New York
$8.67M +$8.88K +381 +0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.86M +$109K +4,689 +2%
Principal Financial Group
13
Principal Financial Group
Iowa
$6.63M -$51.7K -2,218 -0.8%
AQR Capital Management
14
AQR Capital Management
Connecticut
$5.78M -$998K -42,800 -15%
PI
15
Putnam Investments
Massachusetts
$5.62M +$5.46M +234,100 New
JP Morgan Chase
16
JP Morgan Chase
New York
$5.16M +$186K +7,982 +4%
TCIM
17
TIAA CREF Investment Management
New York
$4.91M -$7.72K -331 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$4.45M +$171K +7,350 +4%
MCM
19
Maltese Capital Management
New York
$4.33M +$1.87M +80,300 +80%
Prudential Financial
20
Prudential Financial
New Jersey
$3.99M +$94.2K +4,038 +2%
BIM
21
BlackRock Investment Management
Delaware
$3.85M -$321K -13,757 -8%
Charles Schwab
22
Charles Schwab
California
$3.58M -$63K -2,700 -2%
PFSC
23
Peoples Financial Services Corp
Pennsylvania
$3.37M +$23 +1 +0%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$3.04M -$226K -9,700 -7%
NFA
25
Nationwide Fund Advisors
Ohio
$2.96M +$1.2M +51,364 +72%

NBTB Hedge Fund Activity: Q2 2014 in Review

129 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2014, worth a combined $468M — up 2.5% from $456M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NBTB positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was Norges Bank, adding an estimated $9.58M. The largest seller was BlackRock Fund Advisors, cutting an estimated $3.82M.

  • 129 institutional investors held NBT Bancorp (NBTB) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $468M of NBT Bancorp stock for Q2 2014, up 2.5% quarter-over-quarter.
  • 14 funds opened new NBT Bancorp positions in Q2 2014 and 7 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q2 2014 was Norges Bank, an estimated $9.58M added.
  • The largest NBT Bancorp seller in Q2 2014 was BlackRock Fund Advisors, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2014.