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NBT Bancorp

139 hedge funds and large institutions have $535M invested in NBT Bancorp in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,567% more call options, than puts

Call options by funds: $350K | Put options by funds: $3K

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 138139 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

7% less capital invested

Capital invested by funds: $576M → $535M (-$40.6M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
44
Reduced
44
Closed
12
Calls
$350K
Puts
$3K
Net Calls
+$347K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.8M +$4.08M +157,146 +5%
BFA
2
BlackRock Fund Advisors
California
$73.2M -$166K -6,372 -0.2%
Macquarie Group
3
Macquarie Group
Australia
$50.8M -$4.58M -176,084 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.2M +$2.67M +102,754 +6%
BIT
5
BlackRock Institutional Trust
California
$31.9M +$218K +8,379 +0.7%
Northern Trust
6
Northern Trust
Illinois
$28.4M +$428K +16,469 +2%
State Street
7
State Street
Massachusetts
$25.9M -$1.07M -41,198 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$15.2M +$423K +16,268 +3%
Norges Bank
9
Norges Bank
Norway
$12.2M
Principal Financial Group
10
Principal Financial Group
Iowa
$8.23M +$275K +10,563 +4%
BA
11
BlackRock Advisors
Delaware
$8.17M -$3.68M -141,619 -32%
PFSC
12
Peoples Financial Services Corp
Pennsylvania
$7.96M
AQR Capital Management
13
AQR Capital Management
Connecticut
$7.68M +$1.63M +62,743 +28%
NB
14
NBT Bank
New York
$7.21M -$510K -19,603 -7%
Invesco
15
Invesco
Georgia
$5.59M +$1.16M +44,711 +27%
Ameriprise
16
Ameriprise
Minnesota
$5.55M +$51.2K +1,970 +1%
Renaissance Technologies
17
Renaissance Technologies
New York
$5.24M +$1.53M +58,800 +43%
CIP
18
Champlain Investment Partners
Vermont
$5.11M -$8.58M -330,055 -64%
Charles Schwab
19
Charles Schwab
California
$5.05M +$43.9K +1,690 +0.9%
BIM
20
BlackRock Investment Management
Delaware
$5.02M +$129K +4,976 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.36M -$137K -5,288 -3%
TCIM
22
TIAA CREF Investment Management
New York
$4.12M +$220K +8,479 +6%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$3.72M -$31.2K -1,200 -0.9%
Prudential Financial
24
Prudential Financial
New Jersey
$3.68M -$268K -10,300 -7%
PPA
25
Parametric Portfolio Associates
Washington
$2.95M +$275K +10,584 +11%

NBTB Hedge Fund Activity: Q1 2016 in Review

139 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2016, worth a combined $535M — down 7% from $576M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NBTB positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.08M. The largest seller was Champlain Investment Partners, cutting an estimated $8.58M.

  • 139 institutional investors held NBT Bancorp (NBTB) as of Q1 2016, up from 138 in Q4 2015.
  • Funds reported $535M of NBT Bancorp stock for Q1 2016, down 7% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2016 and 12 closed out, a net change of +1 holder.
  • The largest NBT Bancorp buyer in Q1 2016 was Vanguard Group, an estimated $4.08M added.
  • The largest NBT Bancorp seller in Q1 2016 was Champlain Investment Partners, an estimated $8.58M sold.

Based on aggregated 13F filings for Q1 2016.