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NBT Bancorp

168 hedge funds and large institutions have $778M invested in NBT Bancorp in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $423K | Put options by funds: $48K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $641M → $778M (+$137M)

11% more funds holding

Funds holding: 151168 (+17)

0.63% more ownership

Funds ownership: 54.86%55.48% (+0.63%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
43
Reduced
54
Closed
16
Calls
$423K
Puts
$48K
Net Calls
+$375K
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M -$598K -19,971 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M +$3.42M +114,310 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63M -$856K -28,584 -1%
State Street
4
State Street
Massachusetts
$47.9M +$675K +22,533 +2%
Northern Trust
5
Northern Trust
Illinois
$34.2M -$662K -22,126 -2%
Macquarie Group
6
Macquarie Group
Australia
$30M -$637K -21,267 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21.7M +$2.01M +67,047 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.6M -$141K -4,709 -0.8%
Invesco
9
Invesco
Georgia
$15.2M -$346K -11,547 -2%
Charles Schwab
10
Charles Schwab
California
$11.8M +$251K +8,386 +2%
Principal Financial Group
11
Principal Financial Group
Iowa
$10.6M -$196K -6,552 -2%
Norges Bank
12
Norges Bank
Norway
$9.75M -$852K -28,446 -9%
NB
13
NBT Bank
New York
$8.12M -$3.8M -127,070 -33%
N
14
Nuveen
North Carolina
$6.73M -$453K -15,138 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.53M +$5.24M +174,955 +613%
Ameriprise
16
Ameriprise
Minnesota
$6.07M -$273K -9,132 -5%
Morgan Stanley
17
Morgan Stanley
New York
$5.99M +$568K +18,968 +11%
Deutsche Bank
18
Deutsche Bank
Germany
$5.38M +$4.27M +142,783 +578%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$4.66M +$410K +13,699 +10%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.55M +$3.5M +117,011 +476%
Legal & General Group
21
Legal & General Group
United Kingdom
$4.38M +$8.26K +276 +0.2%
PFSC
22
Peoples Financial Services Corp
Pennsylvania
$3.85M
Wells Fargo
23
Wells Fargo
California
$3.72M -$185K -6,168 -5%
Renaissance Technologies
24
Renaissance Technologies
New York
$3.58M -$3.84M -128,187 -53%
WC
25
Walthausen & Co
New York
$3.57M -$805K -26,880 -19%

NBTB Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2020, worth a combined $778M — up 21% from $641M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NBTB positions and 16 closed out — a net gain of 17 holders — while 43 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.24M. The largest seller was Renaissance Technologies, cutting an estimated $3.84M.

  • 168 institutional investors held NBT Bancorp (NBTB) as of Q4 2020, up from 151 in Q3 2020.
  • Funds reported $778M of NBT Bancorp stock for Q4 2020, up 21% quarter-over-quarter.
  • 33 funds opened new NBT Bancorp positions in Q4 2020 and 16 closed out, a net change of +17 holders.
  • The largest NBT Bancorp buyer in Q4 2020 was JP Morgan Chase, an estimated $5.24M added.
  • The largest NBT Bancorp seller in Q4 2020 was Renaissance Technologies, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2020.