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NBT Bancorp

151 hedge funds and large institutions have $641M invested in NBT Bancorp in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,630% more call options, than puts

Call options by funds: $573K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

1.12% less ownership

Funds ownership: 55.98%54.86% (-1.1%)

8% less funds holding

Funds holding: 165151 (-14)

15% less capital invested

Capital invested by funds: $750M → $641M (-$109M)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
46
Reduced
50
Closed
26
Calls
$573K
Puts
$10K
Net Calls
+$563K
Net Calls Change
+$625K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$2.08M +70,088 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M -$6.4M -215,843 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M -$373K -12,561 -0.6%
State Street
4
State Street
Massachusetts
$39.4M -$2.49M -84,002 -5%
Northern Trust
5
Northern Trust
Illinois
$29.1M -$756K -25,491 -2%
Macquarie Group
6
Macquarie Group
Australia
$25.7M -$4.37M -147,500 -13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.5M -$773K -26,060 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.3M -$1.51M -50,915 -8%
Invesco
9
Invesco
Georgia
$13M +$1.91M +64,465 +15%
NB
10
NBT Bank
New York
$10.2M +$4.55M +153,534 +68%
Charles Schwab
11
Charles Schwab
California
$9.67M -$204K -6,867 -2%
Principal Financial Group
12
Principal Financial Group
Iowa
$9.06M -$49.8K -1,679 -0.5%
Norges Bank
13
Norges Bank
Norway
$8.91M -$271K -9,144 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$6.43M -$810K -27,307 -10%
N
15
Nuveen
North Carolina
$6.03M -$1.31M -44,109 -16%
Ameriprise
16
Ameriprise
Minnesota
$5.31M -$238K -8,015 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$4.65M +$1.84M +62,079 +56%
Morgan Stanley
18
Morgan Stanley
New York
$4.5M +$265K +8,943 +6%
Goldman Sachs
19
Goldman Sachs
New York
$4.09M -$1.31M -44,277 -23%
WC
20
Walthausen & Co
New York
$3.71M -$73.6K -2,480 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.65M +$6.29K +212 +0.2%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$3.52M -$297K -10,006 -7%
Wells Fargo
23
Wells Fargo
California
$3.27M -$594K -20,010 -14%
PFSC
24
Peoples Financial Services Corp
Pennsylvania
$3.22M
PPA
25
Parametric Portfolio Associates
Washington
$2.88M +$625K +21,067 +24%

NBTB Hedge Fund Activity: Q3 2020 in Review

151 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2020, worth a combined $641M — down 15% from $750M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 12 opened new positions — a net loss of 14 holders — while 50 trimmed existing stakes and 46 added.

The largest buyer was NBT Bank, adding an estimated $4.55M. The largest seller was Vanguard Group, cutting an estimated $6.4M.

  • 151 institutional investors held NBT Bancorp (NBTB) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $641M of NBT Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 12 funds opened new NBT Bancorp positions in Q3 2020 and 26 closed out, a net change of -14 holders.
  • The largest NBT Bancorp buyer in Q3 2020 was NBT Bank, an estimated $4.55M added.
  • The largest NBT Bancorp seller in Q3 2020 was Vanguard Group, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.