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NBT Bancorp

185 hedge funds and large institutions have $923M invested in NBT Bancorp in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $606K

0% more capital invested

Capital invested by funds: $919M → $923M (+$3.77M)

0.28% less ownership

Funds ownership: 57.06%56.78% (-0.28%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 188185 (-3)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
55
Reduced
69
Closed
20
Calls
$1.28M
Puts
$606K
Net Calls
+$676K
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$239M +$1.14M +28,835 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M +$3.81M +96,461 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.3M -$130K -3,297 -0.2%
State Street
4
State Street
Massachusetts
$68.4M -$1.27M -32,149 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$29.6M +$610K +15,450 +2%
Northern Trust
6
Northern Trust
Illinois
$27.3M -$53.3K -1,349 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$20.3M +$209K +5,296 +1%
Charles Schwab
8
Charles Schwab
California
$16.8M +$420K +10,641 +2%
Goldman Sachs
9
Goldman Sachs
New York
$14.4M -$2.28M -57,704 -13%
Norges Bank
10
Norges Bank
Norway
$13M
Invesco
11
Invesco
Georgia
$12.2M +$1.31M +33,224 +12%
Morgan Stanley
12
Morgan Stanley
New York
$11.7M -$80.2K -2,032 -0.7%
Principal Financial Group
13
Principal Financial Group
Iowa
$10M -$17.9K -452 -0.2%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$9.7M +$2.76M +69,800 +38%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.95M -$225K -5,707 -2%
N
16
Nuveen
North Carolina
$8.6M -$899K -22,753 -9%
NB
17
NBT Bank
New York
$7.99M -$158K -3,989 -2%
American Century Companies
18
American Century Companies
Missouri
$7.43M +$1.6M +40,642 +26%
Ameriprise
19
Ameriprise
Minnesota
$7.27M +$198K +5,020 +3%
Victory Capital Management
20
Victory Capital Management
Texas
$6.62M +$1.91M +48,315 +38%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$5.62M +$1.33M +33,760 +30%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$5.38M
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.02M +$182K +4,615 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$4.63M +$64.2K +1,625 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.22M +$8.85K +224 +0.2%

NBTB Hedge Fund Activity: Q3 2022 in Review

185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2022, worth a combined $923M — up 0.41% from $919M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NBTB and 19 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 55 added.

The largest buyer was Vanguard Group, adding an estimated $3.81M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.38M sold.

  • 185 institutional investors held NBT Bancorp (NBTB) as of Q3 2022, down from 188 in Q2 2022.
  • Funds reported $923M of NBT Bancorp stock for Q3 2022, up 0.41% quarter-over-quarter.
  • 19 funds opened new NBT Bancorp positions in Q3 2022 and 20 closed out, a net change of -1 holder.
  • The largest NBT Bancorp buyer in Q3 2022 was Vanguard Group, an estimated $3.81M added.
  • The largest NBT Bancorp seller in Q3 2022 was State of New Jersey Common Pension Fund D, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2022.