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Orange County Bancorp
OBT

54 hedge funds and large institutions have $131M invested in Orange County Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $115M → $131M (+$16.2M)

6% more funds holding

Funds holding: 51 → 54 (+3)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.59% less ownership

Funds ownership: 88.69% → 88.1% (-0.59%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
20
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$421K
2
HAI
Hennessy Advisors Inc
California
+$367K
3
Goldman Sachs
Goldman Sachs
New York
+$273K
4
Jane Street
Jane Street
New York
+$225K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$220K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.11M
2
BFC
Banc Funds Company
Illinois
-$481K
3
JP Morgan Chase
JP Morgan Chase
New York
-$273K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$206K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$307K +$273K +11,630 New
HighTower Advisors
27
HighTower Advisors
Illinois
$305K -$18.9K -802 -6%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$304K +$7.29K +310 +3%
Jane Street
29
Jane Street
New York
$253K +$225K +9,572 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$237K +$17.2K +732 +9%
Bank of America
31
Bank of America
North Carolina
$219K +$45.1K +1,918 +30%
KBG
32
Kahn Brothers Group
New York
$212K +$188K +8,000 New
JP Morgan Chase
33
JP Morgan Chase
New York
$190K -$273K -11,620 -62%
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$172K +$153K +6,508 New
MIM
35
MetLife Investment Management
New Jersey
$168K +$14.1K +598 +10%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$161K +$47 +2 +0%
Barclays
37
Barclays
United Kingdom
$148K -$81.3K -3,456 -38%
CF
38
Corebridge Financial
Texas
$145K +$129K +5,498 New
UBS Group
39
UBS Group
Switzerland
$138K -$164K -6,986 -57%
Wells Fargo
40
Wells Fargo
California
$119K +$20.9K +890 +25%
Deutsche Bank
41
Deutsche Bank
Germany
$85.7K -$4.7K -200 -6%
Lazard Asset Management
42
Lazard Asset Management
New York
$70K -$31.7K -1,348 -34%
Citigroup
43
Citigroup
New York
$69.1K +$15.8K +672 +35%
TRCT
44
Tower Research Capital (TRC)
New York
$64.5K +$35K +1,488 +157%
AIP
45
Ameritas Investment Partners
Nebraska
$22.3K – – –
Russell Investments Group
46
Russell Investments Group
United Kingdom
$22.1K +$19.2K +818 +4,544%
Legal & General Group
47
Legal & General Group
United Kingdom
$21K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$19.6K -$6.77K -288 -28%
PMAM
49
Picton Mahoney Asset Management
Ontario, Canada
$11K +$9.12K +388 New
AB
50
Amalgamated Bank
New York
$9K – – –
1
2
3

OBT Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q2 2024, worth a combined $131M — up 14% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OBT positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $421K. The largest seller was Osaic Holdings, cutting an estimated $1.11M.

  • 54 institutional investors held Orange County Bancorp (OBT) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $131M of Orange County Bancorp stock for Q2 2024, up 14% quarter-over-quarter.
  • 6 funds opened new Orange County Bancorp positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Orange County Bancorp buyer in Q2 2024 was BlackRock, an estimated $421K added.
  • The largest Orange County Bancorp seller in Q2 2024 was Osaic Holdings, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.