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NBT Bancorp

184 hedge funds and large institutions have $1.11B invested in NBT Bancorp in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $602K

7% more capital invested

Capital invested by funds: $1.04B → $1.11B (+$67.7M)

0.7% more ownership

Funds ownership: 60.11%60.81% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 193184 (-9)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
54
Reduced
60
Closed
26
Calls
$2.45M
Puts
$602K
Net Calls
+$1.84M
Net Calls Change
+$322K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M -$5.52M -152,616 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M -$1.64M -45,252 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.7M +$1.68M +46,498 +2%
State Street
4
State Street
Massachusetts
$80.3M -$1.41M -38,925 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$42.8M +$1.87M +51,609 +5%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$32M +$3.88M +107,404 +15%
Victory Capital Management
7
Victory Capital Management
Texas
$27.1M +$21.5M +593,436 +540%
Northern Trust
8
Northern Trust
Illinois
$26.7M -$540K -14,940 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.3M +$6.12M +169,180 +37%
Charles Schwab
10
Charles Schwab
California
$22.3M +$927K +25,637 +5%
Goldman Sachs
11
Goldman Sachs
New York
$18.5M -$1.94M -53,745 -10%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$15.7M +$2.93K +81 +0%
American Century Companies
13
American Century Companies
Missouri
$15M -$71.2K -1,970 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$12.6M -$1.13M -31,224 -9%
NB
15
NBT Bank
New York
$11.1M -$383K -10,605 -4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M -$4.16K -115 -0%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.97M -$430K -11,883 -5%
CVA
18
Ceredex Value Advisors
Florida
$8.47M +$199K +5,500 +3%
EAM
19
Eagle Asset Management
Florida
$8.19M -$135K -3,748 -2%
Norges Bank
20
Norges Bank
Norway
$8.01M -$1.84M -50,869 -20%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$6.02M +$2.37M +65,510 +72%
N
22
Nuveen
North Carolina
$5.91M +$1.25M +34,633 +29%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.66M +$506 +14 +0%
Invesco
24
Invesco
Georgia
$5.52M -$80.7K -2,233 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$5.38M -$289 -8 -0%

NBTB Hedge Fund Activity: Q2 2024 in Review

184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2024, worth a combined $1.11B — up 6.5% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NBTB and 18 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Victory Capital Management, adding an estimated $21.5M. The largest seller was BlackRock, cutting an estimated $5.52M.

  • 184 institutional investors held NBT Bancorp (NBTB) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $1.11B of NBT Bancorp stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new NBT Bancorp positions in Q2 2024 and 26 closed out, a net change of -8 holders.
  • The largest NBT Bancorp buyer in Q2 2024 was Victory Capital Management, an estimated $21.5M added.
  • The largest NBT Bancorp seller in Q2 2024 was BlackRock, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2024.