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NBT Bancorp

216 hedge funds and large institutions have $1.31B invested in NBT Bancorp in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $893K

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$198M)

17% more funds holding

Funds holding: 184216 (+32)

1.72% more ownership

Funds ownership: 60.81%62.53% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
216
Holders Change
+32
Holders Change %
+17.39%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
58
Reduced
63
Closed
9
Calls
$9.92M
Puts
$893K
Net Calls
+$9.03M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$5.31M +117,774 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M +$876K +19,407 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$101M -$864K -19,140 -0.8%
State Street
4
State Street
Massachusetts
$90.8M -$1.27M -28,041 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$49.5M +$480K +10,628 +1%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$35.6M -$1.07M -23,787 -3%
Northern Trust
7
Northern Trust
Illinois
$30.6M +$7.99K +177 +0%
Victory Capital Management
8
Victory Capital Management
Texas
$27.3M -$3.92M -86,876 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$26.9M -$1,000K -22,155 -4%
Charles Schwab
10
Charles Schwab
California
$25.9M +$329K +7,294 +1%
Morgan Stanley
11
Morgan Stanley
New York
$21.9M +$7.6M +168,504 +52%
Goldman Sachs
12
Goldman Sachs
New York
$20.8M -$398K -8,819 -2%
EAM
13
Eagle Asset Management
Florida
$18.7M +$7.4M +163,952 +76%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$17.9M -$17.2K -381 -0.1%
American Century Companies
15
American Century Companies
Missouri
$17.7M +$464K +10,281 +3%
CVA
16
Ceredex Value Advisors
Florida
$13.7M +$4.05M +89,800 +41%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M -$314K -6,961 -2%
NB
18
NBT Bank
New York
$12.3M -$440K -9,758 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.83M -$459K -10,163 -4%
Norges Bank
20
Norges Bank
Norway
$7.56M -$1.66M -36,717 -18%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$7.1M +$202K +4,480 +3%
ProShare Advisors
22
ProShare Advisors
Maryland
$7.08M +$6.9M +152,921 +2,159%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$6.84M +$977K +21,648 +16%
Invesco
24
Invesco
Georgia
$6.63M +$311K +6,881 +5%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$6.4M +$236K +5,235 +4%

NBTB Hedge Fund Activity: Q3 2024 in Review

216 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2024, worth a combined $1.31B — up 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NBTB positions and 9 closed out — a net gain of 32 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Victory Capital Management, cutting an estimated $3.92M.

  • 216 institutional investors held NBT Bancorp (NBTB) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $1.31B of NBT Bancorp stock for Q3 2024, up 18% quarter-over-quarter.
  • 41 funds opened new NBT Bancorp positions in Q3 2024 and 9 closed out, a net change of +32 holders.
  • The largest NBT Bancorp buyer in Q3 2024 was Morgan Stanley, an estimated $7.6M added.
  • The largest NBT Bancorp seller in Q3 2024 was Victory Capital Management, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2024.