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NBT Bancorp

136 hedge funds and large institutions have $530M invested in NBT Bancorp in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $901K | Put options by funds: $196K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $435M → $530M (+$95.4M)

3% more funds holding

Funds holding: 132136 (+4)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
41
Closed
7
Calls
$901K
Puts
$196K
Net Calls
+$705K
Net Calls Change
-$596K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.5M +$1.33M +54,029 +2%
BFA
2
BlackRock Fund Advisors
California
$63.8M +$6.62M +268,228 +12%
Macquarie Group
3
Macquarie Group
Australia
$50.9M +$6.11M +247,599 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.6M +$1.92M +77,597 +6%
State Street
5
State Street
Massachusetts
$32M +$1.36M +54,930 +5%
BIT
6
BlackRock Institutional Trust
California
$30.8M -$441K -17,885 -2%
Northern Trust
7
Northern Trust
Illinois
$23.9M -$122K -4,925 -0.5%
CIP
8
Champlain Investment Partners
Vermont
$22.3M -$377K -15,270 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.4M -$232K -9,390 -2%
Norges Bank
10
Norges Bank
Norway
$11.9M +$811K +32,874 +8%
LSV Asset Management
11
LSV Asset Management
Illinois
$11.3M +$5.98M +242,214 +130%
NB
12
NBT Bank
New York
$9M -$27.1K -1,097 -0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.76M +$206K +8,330 +3%
Principal Financial Group
14
Principal Financial Group
Iowa
$6.96M -$200K -8,114 -3%
PI
15
Putnam Investments
Massachusetts
$6.9M -$575K -23,300 -8%
AQR Capital Management
16
AQR Capital Management
Connecticut
$6.24M +$424K +17,179 +8%
TCIM
17
TIAA CREF Investment Management
New York
$5.86M +$295K +11,954 +6%
MCM
18
Maltese Capital Management
New York
$5.46M -$585K -23,700 -10%
Ameriprise
19
Ameriprise
Minnesota
$5.25M +$92.3K +3,740 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.23M -$254K -10,281 -5%
BIM
21
BlackRock Investment Management
Delaware
$4.21M -$29.4K -1,191 -0.7%
Charles Schwab
22
Charles Schwab
California
$4.01M +$3.41K +138 +0.1%
Prudential Financial
23
Prudential Financial
New Jersey
$3.89M -$257K -10,408 -7%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$3.8M
PFSC
25
Peoples Financial Services Corp
Pennsylvania
$3.68M

NBTB Hedge Fund Activity: Q4 2014 in Review

136 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2014, worth a combined $530M — up 22% from $435M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NBTB positions and 7 closed out — a net gain of 7 holders — while 43 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.62M. The largest seller was Bryn Mawr Capital Management Inc, exiting entirely with an estimated $2.76M sold.

  • 136 institutional investors held NBT Bancorp (NBTB) as of Q4 2014, up from 132 in Q3 2014.
  • Funds reported $530M of NBT Bancorp stock for Q4 2014, up 22% quarter-over-quarter.
  • 14 funds opened new NBT Bancorp positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $6.62M added.
  • The largest NBT Bancorp seller in Q4 2014 was Bryn Mawr Capital Management Inc, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2014.