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Orange County Bancorp
OBT

52 hedge funds and large institutions have $109M invested in Orange County Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

21% more capital invested

Capital invested by funds: $89.9M → $109M (+$19.2M)

18% more funds holding

Funds holding: 44 → 52 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.78% less ownership

Funds ownership: 90.2% → 89.42% (-0.78%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
14
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$503K
2
BlackRock
BlackRock
New York
+$454K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$413K
4
State Street
State Street
Massachusetts
+$404K
5
American Century Companies
American Century Companies
Missouri
+$372K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.34M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$871K
3
Millennium Management
Millennium Management
New York
-$402K
4
HVIA
Hudson Valley Investment Advisors
New York
-$249K
5
Goldman Sachs
Goldman Sachs
New York
-$78.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$227K +$14.6K +668 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$214K +$14.9K +682 +7%
Goldman Sachs
28
Goldman Sachs
New York
$214K -$78.7K -3,604 -27%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$211K +$213K +9,764 New
Citadel Advisors
30
Citadel Advisors
Florida
$202K +$205K +9,372 New
UBS Group
31
UBS Group
Switzerland
$165K -$6.03K -276 -3%
JP Morgan Chase
32
JP Morgan Chase
New York
$150K -$32.6K -1,494 -18%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$131K +$1.75K +80 +1%
MIM
34
MetLife Investment Management
New Jersey
$125K – – –
AIG
35
American International Group
New York
$110K +$3.93K +180 +4%
FHA
36
First Horizon Advisors
Tennessee
$108K +$109K +5,000 New
SG Americas Securities
37
SG Americas Securities
New York
$100K +$102K +4,650 New
Lazard Asset Management
38
Lazard Asset Management
New York
$90K +$91.1K +4,170 New
Barclays
39
Barclays
United Kingdom
$76.8K -$3.93K -180 -5%
Deutsche Bank
40
Deutsche Bank
Germany
$76.1K +$77K +3,524 New
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$60.3K +$61K +2,792 New
Wells Fargo
42
Wells Fargo
California
$54.3K -$29.9K -1,368 -35%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$48.7K -$25K -1,144 -34%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$26K – – –
AB
45
Amalgamated Bank
New York
$21K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$18.2K – – –
Legal & General Group
47
Legal & General Group
United Kingdom
$17.4K -$3.76K -172 -18%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$15.2K +$15K +688 +3,822%
TRCT
49
Tower Research Capital (TRC)
New York
$13.3K +$1.79K +82 +15%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$12.9K – – –
1
2
3

OBT Hedge Fund Activity: Q3 2023 in Review

52 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2023, worth a combined $109M — up 21% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OBT positions and 1 closed out — a net gain of 8 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $503K. The largest seller was Banc Funds Company, cutting an estimated $2.34M.

  • 52 institutional investors held Orange County Bancorp (OBT) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $109M of Orange County Bancorp stock for Q3 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Orange County Bancorp positions in Q3 2023 and 1 closed out, a net change of +8 holders.
  • The largest Orange County Bancorp buyer in Q3 2023 was First Trust Advisors, an estimated $503K added.
  • The largest Orange County Bancorp seller in Q3 2023 was Banc Funds Company, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2023.