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NBT Bancorp

152 hedge funds and large institutions have $899M invested in NBT Bancorp in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $884M → $899M (+$14.9M)

0.56% more ownership

Funds ownership: 53.1%53.65% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 156152 (-4)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
48
Closed
14
Calls
$368K
Puts
Net Calls
+$368K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$240M +$9.39M +235,662 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$3.4M +85,263 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.3M -$214K -5,381 -0.3%
Macquarie Group
4
Macquarie Group
Australia
$55.8M -$741K -18,600 -1%
State Street
5
State Street
Massachusetts
$51.1M +$413K +10,354 +0.8%
Northern Trust
6
Northern Trust
Illinois
$41.5M -$1.13M -28,483 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24.7M +$1.03M +25,965 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18.6M +$910K +22,852 +5%
Invesco
9
Invesco
Georgia
$15.7M +$1.3M +32,680 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$13.5M +$500K +12,558 +4%
Charles Schwab
11
Charles Schwab
California
$12.3M +$359K +9,020 +3%
Ameriprise
12
Ameriprise
Minnesota
$9.89M +$305K +7,653 +3%
Norges Bank
13
Norges Bank
Norway
$9.55M
Morgan Stanley
14
Morgan Stanley
New York
$8.21M +$1.75M +43,970 +26%
Goldman Sachs
15
Goldman Sachs
New York
$7.6M -$1.55M -38,967 -16%
NB
16
NBT Bank
New York
$7.54M -$171K -4,302 -2%
PPA
17
Parametric Portfolio Associates
Washington
$5.1M +$192K +4,816 +4%
PFSC
18
Peoples Financial Services Corp
Pennsylvania
$4.99M
Wells Fargo
19
Wells Fargo
California
$4.79M +$1.63M +40,810 +49%
Deutsche Bank
20
Deutsche Bank
Germany
$4.37M -$1.93M -48,492 -30%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$4.14M -$184K -4,616 -4%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.08M -$12.9K -325 -0.3%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.87M +$262K +6,576 +7%
Millennium Management
24
Millennium Management
New York
$3.74M -$91.6K -2,298 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.71M -$1.92M -48,138 -33%

NBTB Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2018, worth a combined $899M — up 1.7% from $884M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NBTB and 11 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.39M. The largest seller was Deutsche Bank, cutting an estimated $1.93M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $899M of NBT Bancorp stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 11 funds opened new NBT Bancorp positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q3 2018 was BlackRock, an estimated $9.39M added.
  • The largest NBT Bancorp seller in Q3 2018 was Deutsche Bank, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2018.