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NBT Bancorp

159 hedge funds and large institutions have $860M invested in NBT Bancorp in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

1% more funds holding

Funds holding: 157159 (+2)

5% more capital invested

Capital invested by funds: $821M → $860M (+$39.5M)

0.66% more ownership

Funds ownership: 54.37%55.03% (+0.66%)

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
53
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$230M -$1.2M -32,428 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M +$1.7M +46,025 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$77.5M -$337K -9,143 -0.4%
Macquarie Group
4
Macquarie Group
Australia
$53.7M +$623K +16,898 +1%
State Street
5
State Street
Massachusetts
$44.9M -$1.89M -51,245 -4%
Northern Trust
6
Northern Trust
Illinois
$38.9M -$75.9K -2,057 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$23.6M -$174K -4,709 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.1M +$1.3M +35,256 +7%
Invesco
9
Invesco
Georgia
$18.9M +$3.63M +98,393 +23%
Principal Financial Group
10
Principal Financial Group
Iowa
$13.1M -$116K -3,149 -0.9%
Charles Schwab
11
Charles Schwab
California
$11.8M +$477K +12,928 +4%
Ameriprise
12
Ameriprise
Minnesota
$9.04M -$200K -5,414 -2%
Norges Bank
13
Norges Bank
Norway
$8.96M
WC
14
Walthausen & Co
New York
$7.64M +$1.13M +30,520 +17%
Goldman Sachs
15
Goldman Sachs
New York
$7.25M +$341K +9,236 +5%
NB
16
NBT Bank
New York
$6.55M -$152K -4,118 -2%
PPA
17
Parametric Portfolio Associates
Washington
$5.84M +$906K +24,562 +18%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.71M +$1.32M +35,800 +38%
PFSC
19
Peoples Financial Services Corp
Pennsylvania
$4.68M
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.64M +$39.4K +1,068 +0.8%
Morgan Stanley
21
Morgan Stanley
New York
$4.23M -$2.45M -66,450 -36%
Legal & General Group
22
Legal & General Group
United Kingdom
$4.1M +$377K +10,207 +10%
Wells Fargo
23
Wells Fargo
California
$3.95M -$291K -7,899 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.5M +$244K +6,615 +7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.42M -$382K -10,350 -10%

NBTB Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2019, worth a combined $860M — up 4.8% from $821M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBTB positions and 10 closed out — a net gain of 5 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Invesco, adding an estimated $3.63M. The largest seller was Morgan Stanley, cutting an estimated $2.45M.

  • 159 institutional investors held NBT Bancorp (NBTB) as of Q1 2019, up from 157 in Q4 2018.
  • Funds reported $860M of NBT Bancorp stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q1 2019 was Invesco, an estimated $3.63M added.
  • The largest NBT Bancorp seller in Q1 2019 was Morgan Stanley, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2019.