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NBT Bancorp

163 hedge funds and large institutions have $964M invested in NBT Bancorp in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,404% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $23K

24% more capital invested

Capital invested by funds: $778M → $964M (+$186M)

0.09% more ownership

Funds ownership: 55.48%55.58% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3% less funds holding

Funds holding: 168163 (-5)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
56
Closed
19
Calls
$1.04M
Puts
$23K
Net Calls
+$1.01M
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M +$6.92M +188,139 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M +$7.01M +190,689 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.8M -$3.27M -88,775 -5%
State Street
4
State Street
Massachusetts
$68.6M +$8.38M +227,767 +15%
Macquarie Group
5
Macquarie Group
Australia
$36.6M -$708K -19,250 -2%
Northern Trust
6
Northern Trust
Illinois
$30.9M -$10.7M -291,071 -27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$28.6M +$1.54M +41,995 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$24.4M -$846 -23 -0%
Invesco
9
Invesco
Georgia
$16.8M -$1.98M -53,812 -11%
Charles Schwab
10
Charles Schwab
California
$15.2M +$397K +10,795 +3%
Principal Financial Group
11
Principal Financial Group
Iowa
$13.3M +$73.8K +2,007 +0.6%
Norges Bank
12
Norges Bank
Norway
$12.7M +$574K +15,617 +5%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M +$4.58M +124,478 +88%
N
14
Nuveen
North Carolina
$8.23M -$122K -3,310 -2%
Goldman Sachs
15
Goldman Sachs
New York
$7.97M +$5.6M +152,115 +320%
NB
16
NBT Bank
New York
$7.88M -$2.04M -55,410 -22%
Ameriprise
17
Ameriprise
Minnesota
$7.79M +$230K +6,247 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.56M -$514K -13,967 -7%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$6.22M +$397K +10,806 +7%
Morgan Stanley
20
Morgan Stanley
New York
$6M -$1.34M -36,307 -19%
Legal & General Group
21
Legal & General Group
United Kingdom
$5.58M +$130K +3,539 +3%
PFSC
22
Peoples Financial Services Corp
Pennsylvania
$4.79M
WC
23
Walthausen & Co
New York
$4.6M +$144K +3,910 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.29M -$18.8K -511 -0.5%
Swiss National Bank
25
Swiss National Bank
Switzerland
$3.98M +$33.1K +900 +0.9%

NBTB Hedge Fund Activity: Q1 2021 in Review

163 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2021, worth a combined $964M — up 24% from $778M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NBTB and 15 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $8.38M. The largest seller was Northern Trust, cutting an estimated $10.7M.

  • 163 institutional investors held NBT Bancorp (NBTB) as of Q1 2021, down from 168 in Q4 2020.
  • Funds reported $964M of NBT Bancorp stock for Q1 2021, up 24% quarter-over-quarter.
  • 15 funds opened new NBT Bancorp positions in Q1 2021 and 19 closed out, a net change of -4 holders.
  • The largest NBT Bancorp buyer in Q1 2021 was State Street, an estimated $8.38M added.
  • The largest NBT Bancorp seller in Q1 2021 was Northern Trust, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2021.