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NBT Bancorp

183 hedge funds and large institutions have $845M invested in NBT Bancorp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $329K | Put options by funds: $19K

60% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 47

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 179183 (+4)

5% more capital invested

Capital invested by funds: $806M → $845M (+$39.2M)

2.33% less ownership

Funds ownership: 58.97%56.64% (-2.3%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
75
Reduced
47
Closed
20
Calls
$329K
Puts
$19K
Net Calls
+$310K
Net Calls Change
-$432K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$210M +$12M +349,959 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$15.3M +445,814 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.3M +$2.07M +60,560 +3%
State Street
4
State Street
Massachusetts
$59.7M +$3.74M +109,314 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$31M +$3.75M +109,370 +13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$23.9M +$5.93M +173,218 +30%
Northern Trust
7
Northern Trust
Illinois
$23.5M +$1.37M +39,912 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.3M +$1.09M +31,876 +7%
Goldman Sachs
9
Goldman Sachs
New York
$16.2M -$1.17M -34,191 -6%
Charles Schwab
10
Charles Schwab
California
$16M +$1.77M +51,671 +11%
American Century Companies
11
American Century Companies
Missouri
$11.6M +$1.08M +31,684 +10%
Norges Bank
12
Norges Bank
Norway
$10.6M -$292K -8,515 -2%
Morgan Stanley
13
Morgan Stanley
New York
$10.5M -$667K -19,484 -6%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.18M +$213K +6,230 +2%
NB
15
NBT Bank
New York
$8.91M +$3.17M +92,718 +49%
Principal Financial Group
16
Principal Financial Group
Iowa
$8.41M +$492K +14,366 +6%
EAM
17
Eagle Asset Management
Florida
$7.41M +$53.8K +1,572 +0.7%
AllianceBernstein
18
AllianceBernstein
Tennessee
$6.36M +$4.98M +145,318 +263%
Ameriprise
19
Ameriprise
Minnesota
$5.02M -$73K -2,133 -1%
Invesco
20
Invesco
Georgia
$4.68M -$3.65M -106,466 -42%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.44M +$336K +9,824 +8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$4.42M +$4.78M +139,512 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$4.36M +$81.4K +2,378 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$4.19M +$185K +5,396 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.01M +$339K +9,901 +8%

NBTB Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2023, worth a combined $845M — up 4.9% from $806M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 20 closed out — a net gain of 5 holders — while 75 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $5.17M.

  • 183 institutional investors held NBT Bancorp (NBTB) as of Q3 2023, up from 179 in Q2 2023.
  • Funds reported $845M of NBT Bancorp stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q3 2023 and 20 closed out, a net change of +5 holders.
  • The largest NBT Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $15.3M added.
  • The largest NBT Bancorp seller in Q3 2023 was Millennium Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2023.