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NBT Bancorp

217 hedge funds and large institutions have $1.49B invested in NBT Bancorp in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $153K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $1.31B → $1.49B (+$190M)

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

3.81% more ownership

Funds ownership: 62.53%66.34% (+3.8%)

0% more funds holding

Funds holding: 216217 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
73
Reduced
64
Closed
21
Calls
$2.19M
Puts
$153K
Net Calls
+$2.03M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M -$4.73M -99,425 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M -$295K -6,199 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M -$1.96M -41,135 -2%
State Street
4
State Street
Massachusetts
$106M +$7.7M +161,819 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$53M -$430K -9,027 -0.8%
SAM
6
Silvercrest Asset Management
New York
$39M +$38.8M +816,128 New
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$36.8M -$1.63M -34,185 -4%
Northern Trust
8
Northern Trust
Illinois
$34.7M +$1.61M +33,855 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$32.6M +$3.6M +75,693 +12%
Victory Capital Management
10
Victory Capital Management
Texas
$31.8M +$2.39M +50,152 +8%
Charles Schwab
11
Charles Schwab
California
$28.4M +$462K +9,713 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$23.7M +$23.6M +495,208 New
Morgan Stanley
13
Morgan Stanley
New York
$21.2M -$2.37M -49,763 -10%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$19.3M -$22.5K -473 -0.1%
Goldman Sachs
15
Goldman Sachs
New York
$18.7M -$3.74M -78,558 -17%
American Century Companies
16
American Century Companies
Missouri
$18.2M -$904K -18,996 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$18M +$13.5M +284,267 +307%
UBS Group
18
UBS Group
Switzerland
$16.6M +$14.5M +305,402 +742%
CVA
19
Ceredex Value Advisors
Florida
$15.7M +$876K +18,400 +6%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13M -$217K -4,559 -2%
NB
21
NBT Bank
New York
$13M -$267K -5,613 -2%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$12M +$12M +251,396 New
Principal Financial Group
23
Principal Financial Group
Iowa
$10.9M +$304K +6,395 +3%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$8.43M +$886K +18,626 +12%
ProShare Advisors
25
ProShare Advisors
Maryland
$8M +$357K +7,500 +5%

NBTB Hedge Fund Activity: Q4 2024 in Review

217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q4 2024, worth a combined $1.49B — up 15% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NBTB positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 64 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $38.8M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 217 institutional investors held NBT Bancorp (NBTB) as of Q4 2024, up from 216 in Q3 2024.
  • Funds reported $1.49B of NBT Bancorp stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new NBT Bancorp positions in Q4 2024 and 21 closed out, a net change of +6 holders.
  • The largest NBT Bancorp buyer in Q4 2024 was Silvercrest Asset Management, an estimated $38.8M added.
  • The largest NBT Bancorp seller in Q4 2024 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2024.