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NBT Bancorp

157 hedge funds and large institutions have $1.01B invested in NBT Bancorp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $895M → $1.01B (+$115M)

1% more ownership

Funds ownership: 55.86%56.86% (+1%)

0% more funds holding

Funds holding: 157157 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
49
Reduced
50
Closed
14
Calls
$559K
Puts
Net Calls
+$559K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$2.37M -60,472 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$4.28M +109,253 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.2M -$716K -18,265 -0.9%
Macquarie Group
4
Macquarie Group
Australia
$61.6M +$3.73M +95,200 +7%
State Street
5
State Street
Massachusetts
$54.6M +$1.8M +45,992 +4%
Northern Trust
6
Northern Trust
Illinois
$44.6M -$505K -12,891 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$27.2M +$837K +21,352 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.5M +$996K +25,409 +4%
Invesco
9
Invesco
Georgia
$23.7M -$1.13M -28,817 -5%
Principal Financial Group
10
Principal Financial Group
Iowa
$14.5M +$35.7K +911 +0.3%
Charles Schwab
11
Charles Schwab
California
$14.4M +$298K +7,592 +2%
Norges Bank
12
Norges Bank
Norway
$11.6M +$1.51M +38,407 +15%
Morgan Stanley
13
Morgan Stanley
New York
$11.2M +$3.55M +90,654 +49%
N
14
Nuveen
North Carolina
$11.1M +$1.08M +27,503 +11%
Ameriprise
15
Ameriprise
Minnesota
$9.41M -$371K -9,460 -4%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.42M +$2.2M +56,200 +44%
WC
17
Walthausen & Co
New York
$6.76M -$1.28M -32,540 -16%
NB
18
NBT Bank
New York
$6.52M +$6.47K +165 +0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.35M +$509K +12,986 +9%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$6.04M +$300K +7,644 +5%
Goldman Sachs
21
Goldman Sachs
New York
$5.89M +$2.53M +64,474 +80%
PPA
22
Parametric Portfolio Associates
Washington
$5.77M -$160K -4,084 -3%
PFSC
23
Peoples Financial Services Corp
Pennsylvania
$5.27M
Legal & General Group
24
Legal & General Group
United Kingdom
$5.12M +$414K +10,564 +9%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$4.11M -$502K -12,808 -11%

NBTB Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2019, worth a combined $1.01B — up 13% from $895M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBTB positions and 14 closed out — a net gain of 2 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.28M. The largest seller was BlackRock, cutting an estimated $2.37M.

  • 157 institutional investors held NBT Bancorp (NBTB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.01B of NBT Bancorp stock for Q4 2019, up 13% quarter-over-quarter.
  • 16 funds opened new NBT Bancorp positions in Q4 2019 and 14 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $4.28M added.
  • The largest NBT Bancorp seller in Q4 2019 was BlackRock, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2019.