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NBT Bancorp

153 hedge funds and large institutions have $903M invested in NBT Bancorp in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

5% more capital invested

Capital invested by funds: $860M → $903M (+$43.1M)

0.04% more ownership

Funds ownership: 55.03%55.07% (+0.04%)

4% less funds holding

Funds holding: 159153 (-6)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
53
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$242M +$2.97M +79,914 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M -$2.08M -56,006 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79M -$1.78M -47,974 -2%
Macquarie Group
4
Macquarie Group
Australia
$53.3M -$2.63M -70,647 -5%
State Street
5
State Street
Massachusetts
$48.3M +$1.54M +41,391 +3%
Northern Trust
6
Northern Trust
Illinois
$41.2M +$683K +18,382 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24.5M -$76.4K -2,055 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$22.1M +$1.14M +30,774 +6%
Invesco
9
Invesco
Georgia
$19.7M -$57.7K -1,552 -0.3%
Principal Financial Group
10
Principal Financial Group
Iowa
$13.6M -$3.57K -96 -0%
Charles Schwab
11
Charles Schwab
California
$12.4M +$86.8K +2,336 +0.7%
Norges Bank
12
Norges Bank
Norway
$9.33M
Ameriprise
13
Ameriprise
Minnesota
$9.26M -$153K -4,119 -2%
Morgan Stanley
14
Morgan Stanley
New York
$8.73M +$4.28M +115,235 +98%
N
15
Nuveen
North Carolina
$7.84M +$7.77M +209,064 New
WC
16
Walthausen & Co
New York
$7.48M -$475K -12,780 -6%
NB
17
NBT Bank
New York
$6.49M -$325K -8,757 -5%
PPA
18
Parametric Portfolio Associates
Washington
$5.45M -$625K -16,826 -10%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$4.97M +$138K +3,719 +3%
PFSC
20
Peoples Financial Services Corp
Pennsylvania
$4.88M
Legal & General Group
21
Legal & General Group
United Kingdom
$4.27M -$5.32K -143 -0.1%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.74M -$1.15M -30,900 -24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.7M +$53.5K +1,438 +1%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.62M +$2.1M +56,400 +141%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.54M +$218K +5,870 +6%

NBTB Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2019, worth a combined $903M — up 5% from $860M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NBTB and 10 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 53 added.

The largest buyer was Nuveen, opening a new position worth an estimated $7.77M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $5.98M.

  • 153 institutional investors held NBT Bancorp (NBTB) as of Q2 2019, down from 159 in Q1 2019.
  • Funds reported $903M of NBT Bancorp stock for Q2 2019, up 5% quarter-over-quarter.
  • 10 funds opened new NBT Bancorp positions in Q2 2019 and 12 closed out, a net change of -2 holders.
  • The largest NBT Bancorp buyer in Q2 2019 was Nuveen, an estimated $7.77M added.
  • The largest NBT Bancorp seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $5.98M sold.

Based on aggregated 13F filings for Q2 2019.