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NBT Bancorp

195 hedge funds and large institutions have $983M invested in NBT Bancorp in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $725K

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

6% more capital invested

Capital invested by funds: $923M → $983M (+$59.8M)

5% more funds holding

Funds holding: 185195 (+10)

0.68% more ownership

Funds ownership: 56.78%57.46% (+0.68%)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
65
Reduced
57
Closed
18
Calls
$1.75M
Puts
$725K
Net Calls
+$1.02M
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$13.4M -303,407 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M -$2.05M -46,524 -1%
State Street
3
State Street
Massachusetts
$71.1M -$7.34M -166,396 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$35.1M +$1.28M +28,978 +4%
Northern Trust
5
Northern Trust
Illinois
$31.5M +$276K +6,248 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$23.7M +$504K +11,431 +2%
Goldman Sachs
7
Goldman Sachs
New York
$21.2M +$4.82M +109,305 +29%
Charles Schwab
8
Charles Schwab
California
$19.2M -$51.9K -1,177 -0.3%
Morgan Stanley
9
Morgan Stanley
New York
$15.3M +$1.9M +43,058 +14%
Norges Bank
10
Norges Bank
Norway
$14.8M
Invesco
11
Invesco
Georgia
$13.9M -$19.8K -449 -0.1%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5M +$2.29M +51,959 +22%
American Century Companies
13
American Century Companies
Missouri
$12.1M +$3.66M +83,072 +42%
Principal Financial Group
14
Principal Financial Group
Iowa
$11.9M +$395K +8,959 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$10.7M +$8.51M +192,972 +355%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$10M -$988K -22,400 -9%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$9.6M +$3.27M +74,126 +51%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$9.23M +$3.12M +70,828 +50%
N
19
Nuveen
North Carolina
$8.86M -$993K -22,511 -10%
NB
20
NBT Bank
New York
$8.52M -$629K -14,263 -7%
Ameriprise
21
Ameriprise
Minnesota
$8.06M -$261K -5,907 -3%
Victory Capital Management
22
Victory Capital Management
Texas
$7.55M -$17K -386 -0.2%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.48M -$273K -6,189 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$5.36M +$60.3K +1,366 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.85M +$20.4K +463 +0.4%

NBTB Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2022, worth a combined $983M — up 6.5% from $923M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NBTB positions and 18 closed out — a net gain of 14 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.51M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 195 institutional investors held NBT Bancorp (NBTB) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $983M of NBT Bancorp stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 32 funds opened new NBT Bancorp positions in Q4 2022 and 18 closed out, a net change of +14 holders.
  • The largest NBT Bancorp buyer in Q4 2022 was JP Morgan Chase, an estimated $8.51M added.
  • The largest NBT Bancorp seller in Q4 2022 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2022.