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NBT Bancorp

152 hedge funds and large institutions have $808M invested in NBT Bancorp in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 56.86%56.91% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

3% less funds holding

Funds holding: 157152 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

20% less capital invested

Capital invested by funds: $1.01B → $808M (-$202M)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
49
Reduced
49
Closed
16
Calls
$518K
Puts
Net Calls
+$518K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M -$1.44M -39,223 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$3.72M +101,644 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$66M -$1.42M -38,631 -2%
State Street
4
State Street
Massachusetts
$46.5M +$3.36M +91,757 +7%
Macquarie Group
5
Macquarie Group
Australia
$45.9M -$3.75M -102,330 -7%
Northern Trust
6
Northern Trust
Illinois
$35.7M +$152K +4,150 +0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$21.2M -$572K -15,606 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.1M +$1.69M +46,186 +8%
Invesco
9
Invesco
Georgia
$19M +$173K +4,713 +0.8%
Charles Schwab
10
Charles Schwab
California
$12M +$571K +15,578 +4%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.2M -$485K -13,243 -4%
Norges Bank
12
Norges Bank
Norway
$10M +$834K +22,759 +8%
N
13
Nuveen
North Carolina
$9.34M +$560K +15,281 +6%
Goldman Sachs
14
Goldman Sachs
New York
$8.81M +$4.64M +126,592 +87%
Renaissance Technologies
15
Renaissance Technologies
New York
$8M +$2.35M +64,100 +35%
NB
16
NBT Bank
New York
$7.39M +$2.47M +67,474 +42%
Ameriprise
17
Ameriprise
Minnesota
$7.05M -$520K -14,188 -6%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$5.02M +$226K +6,169 +4%
WC
19
Walthausen & Co
New York
$4.94M -$521K -14,210 -9%
Morgan Stanley
20
Morgan Stanley
New York
$4.92M -$4.52M -123,423 -45%
Victory Capital Management
21
Victory Capital Management
Texas
$4.29M +$2.72M +74,135 +127%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.26M +$3.14M +85,676 +187%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.12M +$35.8K +978 +0.8%
Wells Fargo
24
Wells Fargo
California
$3.91M +$1.22M +33,207 +38%
PFSC
25
Peoples Financial Services Corp
Pennsylvania
$3.89M -$366K -10,000 -8%

NBTB Hedge Fund Activity: Q1 2020 in Review

152 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2020, worth a combined $808M — down 20% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NBTB and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Goldman Sachs, adding an estimated $4.64M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.

  • 152 institutional investors held NBT Bancorp (NBTB) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $808M of NBT Bancorp stock for Q1 2020, down 20% quarter-over-quarter.
  • 13 funds opened new NBT Bancorp positions in Q1 2020 and 16 closed out, a net change of -3 holders.
  • The largest NBT Bancorp buyer in Q1 2020 was Goldman Sachs, an estimated $4.64M added.
  • The largest NBT Bancorp seller in Q1 2020 was Morgan Stanley, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2020.