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NBT Bancorp

183 hedge funds and large institutions have $914M invested in NBT Bancorp in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $712K | Put options by funds: $381K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $860M → $914M (+$53.7M)

1% more funds holding

Funds holding: 182183 (+1)

0.3% more ownership

Funds ownership: 55.01%55.31% (+0.3%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
60
Closed
19
Calls
$712K
Puts
$381K
Net Calls
+$331K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M -$1.53M -41,033 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$1.77M +47,460 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.1M +$932K +24,983 +1%
State Street
4
State Street
Massachusetts
$67.4M +$664K +17,805 +1%
Macquarie Group
5
Macquarie Group
Australia
$34.1M -$678K -18,171 -2%
Northern Trust
6
Northern Trust
Illinois
$29.2M -$387K -10,375 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$28.6M -$69.4K -1,860 -0.3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.8M -$1.21M -32,320 -5%
Charles Schwab
9
Charles Schwab
California
$15.9M +$399K +10,688 +3%
Norges Bank
10
Norges Bank
Norway
$12.3M
Principal Financial Group
11
Principal Financial Group
Iowa
$11.1M -$259K -6,943 -2%
Morgan Stanley
12
Morgan Stanley
New York
$8.13M -$577K -15,456 -7%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.85M +$6.18M +165,609 +434%
Ameriprise
14
Ameriprise
Minnesota
$7.06M -$180K -4,815 -3%
N
15
Nuveen
North Carolina
$6.71M -$356K -9,532 -5%
Goldman Sachs
16
Goldman Sachs
New York
$6.18M +$1.8M +48,315 +43%
NB
17
NBT Bank
New York
$6.17M -$457K -12,259 -7%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$5.25M +$11.5K +308 +0.2%
Legal & General Group
19
Legal & General Group
United Kingdom
$4.72M +$128K +3,438 +3%
Invesco
20
Invesco
Georgia
$4.62M -$112K -3,014 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.28M +$10.8K +289 +0.3%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.96M -$2.11M -56,662 -36%
Bank of America
23
Bank of America
North Carolina
$3.71M +$442K +11,843 +14%
PPA
24
Parametric Portfolio Associates
Washington
$3.69M -$316K -8,460 -8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$3.67M -$29.9K -800 -0.8%

NBTB Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2021, worth a combined $914M — up 6.2% from $860M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NBTB positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.18M. The largest seller was First Trust Advisors, cutting an estimated $2.11M.

  • 183 institutional investors held NBT Bancorp (NBTB) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $914M of NBT Bancorp stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 21 funds opened new NBT Bancorp positions in Q4 2021 and 19 closed out, a net change of +2 holders.
  • The largest NBT Bancorp buyer in Q4 2021 was JP Morgan Chase, an estimated $6.18M added.
  • The largest NBT Bancorp seller in Q4 2021 was First Trust Advisors, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2021.