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NBT Bancorp
NBTB

182 hedge funds and large institutions have $860M invested in NBT Bancorp in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

36% more call options, than puts

Call options by funds: $747K | Put options by funds: $549K

10% more funds holding

Funds holding: 165 → 182 (+17)

0% more capital invested

Capital invested by funds: $856M → $860M (+$3.57M)

0.05% more ownership

Funds ownership: 54.97% → 55.01% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
54
Reduced
56
Closed
8
Calls
$747K
Puts
$549K
Net Calls
+$198K
Net Calls Change
-$14K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.59M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.16M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.42M
4
Bank of America
Bank of America
North Carolina
+$1.24M
5
JCIA
Jackson Creek Investment Advisors
Colorado
+$1.1M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.13M
2
State Street
State Street
Massachusetts
-$3.07M
3
Goldman Sachs
Goldman Sachs
New York
-$2.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.59M
5
KFS
Kelly Financial Services
Massachusetts
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$230M -$832K -23,706 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M -$1.18M -33,746 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$66.7M +$154K +4,396 +0.2%
State Street
4
State Street
Massachusetts
$62.6M -$3.07M -87,344 -5%
Macquarie Group
5
Macquarie Group
Australia
$32.6M -$46K -1,309 -0.1%
Northern Trust
6
Northern Trust
Illinois
$27.7M -$166K -4,742 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$26.8M +$35K +996 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.6M +$116K +3,306 +0.6%
Charles Schwab
9
Charles Schwab
California
$14.5M +$389K +11,082 +3%
Norges Bank
10
Norges Bank
Norway
$11.5M – – –
Principal Financial Group
11
Principal Financial Group
Iowa
$10.7M -$170K -4,843 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.68M -$1.12M -32,017 -12%
Morgan Stanley
13
Morgan Stanley
New York
$8.18M +$367K +10,463 +5%
Ameriprise
14
Ameriprise
Minnesota
$6.79M -$142K -4,059 -2%
N
15
Nuveen
North Carolina
$6.53M +$169K +4,803 +3%
NB
16
NBT Bank
New York
$6.23M -$259K -7,368 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$5.76M +$990K +28,203 +21%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$4.91M -$399K -11,377 -8%
Invesco
19
Invesco
Georgia
$4.44M +$81.6K +2,324 +2%
Legal & General Group
20
Legal & General Group
United Kingdom
$4.3M +$305K +8,679 +8%
Goldman Sachs
21
Goldman Sachs
New York
$4.05M -$2.6M -73,952 -40%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4M +$24.7K +703 +0.6%
Millennium Management
23
Millennium Management
New York
$3.81M +$591K +16,822 +19%
PPA
24
Parametric Portfolio Associates
Washington
$3.77M +$781K +22,243 +27%
WC
25
Walthausen & Co
New York
$3.68M -$587K -16,723 -14%
1
2 3 4 5

NBTB Hedge Fund Activity: Q3 2021 in Review

182 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2021, worth a combined $860M — up 0.42% from $856M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 8 closed out — a net gain of 17 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $2.59M. The largest seller was JP Morgan Chase, cutting an estimated $3.13M.

  • 182 institutional investors held NBT Bancorp (NBTB) as of Q3 2021, up from 165 in Q2 2021.
  • Funds reported $860M of NBT Bancorp stock for Q3 2021, up 0.42% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q3 2021 and 8 closed out, a net change of +17 holders.
  • The largest NBT Bancorp buyer in Q3 2021 was Two Sigma Advisers, an estimated $2.59M added.
  • The largest NBT Bancorp seller in Q3 2021 was JP Morgan Chase, an estimated $3.13M sold.

Based on aggregated 13F filings for Q3 2021.