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NBT Bancorp

188 hedge funds and large institutions have $1.18B invested in NBT Bancorp in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,177% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $92K

40% more capital invested

Capital invested by funds: $845M → $1.18B (+$337M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 183188 (+5)

2.62% more ownership

Funds ownership: 56.64%59.26% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
58
Reduced
63
Closed
18
Calls
$2.1M
Puts
$92K
Net Calls
+$2M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$282M +$4.04M +111,922 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236M +$4.57M +126,572 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.1M +$616K +17,039 +0.8%
State Street
4
State Street
Massachusetts
$84.6M +$4.85M +134,229 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$43.1M +$1.76M +48,609 +5%
Northern Trust
6
Northern Trust
Illinois
$32.3M +$1.06M +29,273 +4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$32.1M +$512K +14,173 +2%
Morgan Stanley
8
Morgan Stanley
New York
$30.9M +$14.7M +407,781 +123%
Charles Schwab
9
Charles Schwab
California
$22.2M +$922K +25,528 +5%
Goldman Sachs
10
Goldman Sachs
New York
$22.2M +$690K +19,084 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.3M -$1.02M -28,135 -5%
American Century Companies
12
American Century Companies
Missouri
$15.9M +$500K +13,826 +4%
KAS
13
Kestra Advisory Services
Texas
$12.6M +$133K +3,676 New
Norges Bank
14
Norges Bank
Norway
$12.5M -$1.23M -33,946 -10%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M +$153K +4,225 +1%
NB
16
NBT Bank
New York
$12.3M +$452K +12,515 +4%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$11.4M +$9.74M +269,565 New
Principal Financial Group
18
Principal Financial Group
Iowa
$10.9M -$159K -4,387 -2%
EAM
19
Eagle Asset Management
Florida
$9.97M +$151K +4,180 +2%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$6.13M +$224K +6,194 +4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$5.86M -$2.19M -60,719 -30%
Ameriprise
22
Ameriprise
Minnesota
$5.86M -$668K -18,474 -12%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.85M +$831 +23 +0%
Invesco
24
Invesco
Georgia
$5.7M -$431K -11,917 -8%
Legal & General Group
25
Legal & General Group
United Kingdom
$5.57M +$30.2K +836 +0.6%

NBTB Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2023, worth a combined $1.18B — up 40% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBTB positions and 18 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was AllianceBernstein, cutting an estimated $2.19M.

  • 188 institutional investors held NBT Bancorp (NBTB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.18B of NBT Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 25 funds opened new NBT Bancorp positions in Q4 2023 and 18 closed out, a net change of +7 holders.
  • The largest NBT Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest NBT Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2023.