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NBT Bancorp

193 hedge funds and large institutions have $862M invested in NBT Bancorp in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

81% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $934K

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

5% more funds holding

Funds holding: 183193 (+10)

0.46% more ownership

Funds ownership: 55.31%55.77% (+0.46%)

6% less capital invested

Capital invested by funds: $914M → $862M (-$51.4M)

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
67
Reduced
57
Closed
13
Calls
$1.69M
Puts
$934K
Net Calls
+$760K
Net Calls Change
+$429K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$231M +$2.19M +56,332 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M +$2.02M +51,889 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.6M +$2.06M +53,026 +3%
State Street
4
State Street
Massachusetts
$69M +$6.2M +159,606 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27.9M +$1.16M +29,852 +4%
Northern Trust
6
Northern Trust
Illinois
$26.5M -$947K -24,364 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$20.3M -$154K -3,960 -0.7%
Charles Schwab
8
Charles Schwab
California
$15.4M +$544K +14,005 +3%
Norges Bank
9
Norges Bank
Norway
$12.8M +$1.34M +34,480 +11%
Invesco
10
Invesco
Georgia
$11.4M +$7.62M +196,226 +164%
Principal Financial Group
11
Principal Financial Group
Iowa
$10.4M -$91.6K -2,357 -0.8%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M -$11.5K -295 -0.1%
NB
13
NBT Bank
New York
$7.68M +$2.03M +52,358 +33%
Morgan Stanley
14
Morgan Stanley
New York
$7.59M -$43.7K -1,125 -0.5%
Millennium Management
15
Millennium Management
New York
$7.01M +$5.03M +129,546 +201%
Ameriprise
16
Ameriprise
Minnesota
$6.84M +$235K +6,052 +3%
Goldman Sachs
17
Goldman Sachs
New York
$6.68M +$943K +24,266 +15%
N
18
Nuveen
North Carolina
$6.02M -$850K -21,880 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.94M -$2.6M -66,988 -33%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.4M -$564K -14,519 -11%
Legal & General Group
21
Legal & General Group
United Kingdom
$4.4M -$33.2K -855 -0.7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.01M -$1.21K -31 -0%
PPA
23
Parametric Portfolio Associates
Washington
$3.85M +$419K +10,793 +11%
First Trust Advisors
24
First Trust Advisors
Illinois
$3.79M +$78.5K +2,021 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$3.7M +$276K +7,100 +7%

NBTB Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2022, worth a combined $862M — down 5.6% from $914M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 13 closed out — a net gain of 12 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Invesco, adding an estimated $7.62M. The largest seller was Macquarie Group, cutting an estimated $25.1M.

  • 193 institutional investors held NBT Bancorp (NBTB) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $862M of NBT Bancorp stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q1 2022 and 13 closed out, a net change of +12 holders.
  • The largest NBT Bancorp buyer in Q1 2022 was Invesco, an estimated $7.62M added.
  • The largest NBT Bancorp seller in Q1 2022 was Macquarie Group, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2022.