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NBT Bancorp

151 hedge funds and large institutions have $822M invested in NBT Bancorp in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,075% more call options, than puts

Call options by funds: $334K | Put options by funds: $8K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

9% more funds holding

Funds holding: 138151 (+13)

1.21% more ownership

Funds ownership: 50.11%51.32% (+1.2%)

3% more capital invested

Capital invested by funds: $801M → $822M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
50
Reduced
39
Closed
11
Calls
$334K
Puts
$8K
Net Calls
+$326K
Net Calls Change
+$796K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$7.86M +208,453 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$4.23M +112,055 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$76M +$1.76M +46,723 +2%
Macquarie Group
4
Macquarie Group
Australia
$54.3M -$81.4K -2,159 -0.1%
State Street
5
State Street
Massachusetts
$48M +$3.94M +104,471 +9%
Northern Trust
6
Northern Trust
Illinois
$40.2M -$394K -10,449 -0.9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$28.7M -$663K -17,574 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.8M +$235K +6,242 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$12M -$703K -18,628 -5%
Charles Schwab
10
Charles Schwab
California
$10.7M +$731K +19,384 +7%
Norges Bank
11
Norges Bank
Norway
$9.06M -$980K -25,983 -10%
NB
12
NBT Bank
New York
$8.88M -$318K -8,439 -3%
Ameriprise
13
Ameriprise
Minnesota
$8.69M -$133K -3,518 -1%
Millennium Management
14
Millennium Management
New York
$7.16M +$3.21M +85,075 +78%
Goldman Sachs
15
Goldman Sachs
New York
$5.81M +$1.62M +43,047 +38%
Morgan Stanley
16
Morgan Stanley
New York
$5.66M +$1.49M +39,404 +34%
PFSC
17
Peoples Financial Services Corp
Pennsylvania
$5.15M
JP Morgan Chase
18
JP Morgan Chase
New York
$4.88M +$1.28M +33,918 +34%
TCIM
19
TIAA CREF Investment Management
New York
$4.61M -$301K -7,989 -6%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$4.3M +$4.4M +116,757 New
PPA
21
Parametric Portfolio Associates
Washington
$4M +$428K +11,354 +12%
Deutsche Bank
22
Deutsche Bank
Germany
$3.94M +$2.04M +54,075 +102%
Invesco
23
Invesco
Georgia
$3.91M -$8.36M -221,581 -68%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.82M +$519K +13,754 +15%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.63M +$278K +7,364 +8%

NBTB Hedge Fund Activity: Q4 2017 in Review

151 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2017, worth a combined $822M — up 2.7% from $801M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NBTB positions and 11 closed out — a net gain of 13 holders — while 50 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $7.86M. The largest seller was Invesco, cutting an estimated $8.36M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q4 2017, up from 138 in Q3 2017.
  • Funds reported $822M of NBT Bancorp stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 24 funds opened new NBT Bancorp positions in Q4 2017 and 11 closed out, a net change of +13 holders.
  • The largest NBT Bancorp buyer in Q4 2017 was BlackRock, an estimated $7.86M added.
  • The largest NBT Bancorp seller in Q4 2017 was Invesco, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2017.