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NBT Bancorp

182 hedge funds and large institutions have $832M invested in NBT Bancorp in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $573K

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

0.35% more ownership

Funds ownership: 57.46%57.81% (+0.35%)

7% less funds holding

Funds holding: 195182 (-13)

15% less capital invested

Capital invested by funds: $983M → $832M (-$151M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
63
Reduced
59
Closed
31
Calls
$1.25M
Puts
$573K
Net Calls
+$674K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M +$12.8M +327,040 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$12.3M +313,432 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.6M +$2.63M +66,960 +3%
State Street
4
State Street
Massachusetts
$61.7M +$7.6M +193,842 +12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$28.6M +$1.53M +38,954 +5%
Northern Trust
6
Northern Trust
Illinois
$23.8M -$740K -18,876 -3%
Goldman Sachs
7
Goldman Sachs
New York
$17.4M +$1.09M +27,884 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.9M -$1.81M -46,101 -8%
Charles Schwab
9
Charles Schwab
California
$15.2M +$324K +8,262 +2%
Morgan Stanley
10
Morgan Stanley
New York
$14.3M +$2.8M +71,389 +20%
Norges Bank
11
Norges Bank
Norway
$11.5M
American Century Companies
12
American Century Companies
Missouri
$10.8M +$1.72M +43,840 +16%
Invesco
13
Invesco
Georgia
$10.2M -$722K -18,406 -6%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.51M -$223K -5,686 -2%
Principal Financial Group
15
Principal Financial Group
Iowa
$9.05M -$181K -4,608 -2%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$7.38M -$478K -12,200 -5%
NB
17
NBT Bank
New York
$6.53M -$96.7K -2,465 -1%
N
18
Nuveen
North Carolina
$6.36M -$608K -15,496 -8%
Ameriprise
19
Ameriprise
Minnesota
$6.13M -$155K -3,948 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.96M -$3.92M -100,090 -40%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$4.8M -$3.03M -77,183 -35%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.46M +$243K +6,206 +5%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.23M +$78.9K +2,012 +2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.12M -$427K -10,900 -11%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$2.84M +$2.64M +67,273 +397%

NBTB Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2023, worth a combined $832M — down 15% from $983M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NBTB and 19 opened new positions — a net loss of 12 holders — while 59 trimmed existing stakes and 63 added.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $9.23M sold.

  • 182 institutional investors held NBT Bancorp (NBTB) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $832M of NBT Bancorp stock for Q1 2023, down 15% quarter-over-quarter.
  • 19 funds opened new NBT Bancorp positions in Q1 2023 and 31 closed out, a net change of -12 holders.
  • The largest NBT Bancorp buyer in Q1 2023 was BlackRock, an estimated $12.8M added.
  • The largest NBT Bancorp seller in Q1 2023 was Robeco Institutional Asset Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2023.