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NBT Bancorp

165 hedge funds and large institutions have $750M invested in NBT Bancorp in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

9% more funds holding

Funds holding: 152165 (+13)

0.93% less ownership

Funds ownership: 56.91%55.98% (-0.93%)

7% less capital invested

Capital invested by funds: $808M → $750M (-$57.7M)

12% less call options, than puts

Call options by funds: $442K | Put options by funds: $504K

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
43
Reduced
55
Closed
16
Calls
$442K
Puts
$504K
Net Calls
-$62K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$190M -$5.33M -171,159 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M -$3.8M -122,088 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.7M -$1.03M -32,994 -2%
State Street
4
State Street
Massachusetts
$47.7M +$3.6M +115,499 +8%
Northern Trust
5
Northern Trust
Illinois
$34.2M +$274K +8,813 +0.8%
Macquarie Group
6
Macquarie Group
Australia
$34M -$9.71M -311,737 -22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.3M +$269K +8,647 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.8M -$388K -12,460 -2%
Invesco
9
Invesco
Georgia
$13M -$5.18M -166,245 -28%
Charles Schwab
10
Charles Schwab
California
$11.3M -$75.5K -2,424 -0.7%
Norges Bank
11
Norges Bank
Norway
$10.5M +$979K +31,437 +10%
Principal Financial Group
12
Principal Financial Group
Iowa
$10.4M -$180K -5,792 -2%
N
13
Nuveen
North Carolina
$8.27M -$611K -19,615 -7%
Renaissance Technologies
14
Renaissance Technologies
New York
$8.22M +$626K +20,107 +8%
NB
15
NBT Bank
New York
$6.96M -$57.7K -1,852 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$6.34M -$366K -11,743 -5%
Goldman Sachs
17
Goldman Sachs
New York
$6.05M -$2.34M -75,213 -28%
Morgan Stanley
18
Morgan Stanley
New York
$4.88M +$216K +6,936 +5%
Wells Fargo
19
Wells Fargo
California
$4.37M +$660K +21,182 +18%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.35M -$425K -13,636 -9%
WC
21
Walthausen & Co
New York
$4.33M -$371K -11,910 -8%
Legal & General Group
22
Legal & General Group
United Kingdom
$4.18M +$268K +8,591 +7%
PFSC
23
Peoples Financial Services Corp
Pennsylvania
$3.69M
First Trust Advisors
24
First Trust Advisors
Illinois
$3.42M -$634K -20,359 -15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.11M +$69.3K +2,224 +2%

NBTB Hedge Fund Activity: Q2 2020 in Review

165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2020, worth a combined $750M — down 7.1% from $808M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NBTB positions and 16 closed out — a net gain of 14 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was State Street, adding an estimated $3.6M. The largest seller was Macquarie Group, cutting an estimated $9.71M.

  • 165 institutional investors held NBT Bancorp (NBTB) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $750M of NBT Bancorp stock for Q2 2020, down 7.1% quarter-over-quarter.
  • 30 funds opened new NBT Bancorp positions in Q2 2020 and 16 closed out, a net change of +14 holders.
  • The largest NBT Bancorp buyer in Q2 2020 was State Street, an estimated $3.6M added.
  • The largest NBT Bancorp seller in Q2 2020 was Macquarie Group, an estimated $9.71M sold.

Based on aggregated 13F filings for Q2 2020.