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Orange County Bancorp
OBT

58 hedge funds and large institutions have $152M invested in Orange County Bancorp in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $131M → $152M (+$20.8M)

7% more funds holding

Funds holding: 54 → 58 (+4)

1.08% more ownership

Funds ownership: 88.1% → 89.18% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.41M
2
American Century Companies
American Century Companies
Missouri
+$1.17M
3
Ameriprise
Ameriprise
Minnesota
+$1.07M
4
Goldman Sachs
Goldman Sachs
New York
+$504K
5
Morgan Stanley
Morgan Stanley
New York
+$503K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.42M
2
BFC
Banc Funds Company
Illinois
-$1.33M
3
First Trust Advisors
First Trust Advisors
Illinois
-$639K
4
Invesco
Invesco
Georgia
-$327K
5
Jane Street
Jane Street
New York
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$503K +$266K +9,500 +132%
Barclays
27
Barclays
United Kingdom
$479K +$288K +10,264 +183%
QC
28
Quadrature Capital
United Kingdom
$379K +$356K +12,706 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$352K +$4.88K +174 +2%
HighTower Advisors
30
HighTower Advisors
Illinois
$350K +$56 +2 +0%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$272K +$1.74K +62 +0.7%
Bank of America
32
Bank of America
North Carolina
$258K +$7.91K +282 +3%
Two Sigma Investments
33
Two Sigma Investments
New York
$254K +$236K +8,420 New
Renaissance Technologies
34
Renaissance Technologies
New York
$241K +$224K +8,000 New
Citigroup
35
Citigroup
New York
$235K +$145K +5,176 +198%
UBS Group
36
UBS Group
Switzerland
$227K +$64.5K +2,300 +44%
KBG
37
Kahn Brothers Group
New York
$212K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$210K +$104K +3,722 +115%
MIM
39
MetLife Investment Management
New Jersey
$192K – – –
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$184K – – –
Mirae Asset Global ETFs Holdings
41
Mirae Asset Global ETFs Holdings
Hong Kong
$169K -$25.2K -900 -14%
CF
42
Corebridge Financial
Texas
$165K -$953 -34 -0.6%
Wells Fargo
43
Wells Fargo
California
$142K +$5.72K +204 +5%
SG Americas Securities
44
SG Americas Securities
New York
$110K +$102K +3,654 New
Lazard Asset Management
45
Lazard Asset Management
New York
$80K +$505 +18 +0.7%
Legal & General Group
46
Legal & General Group
United Kingdom
$29K +$4.26K +152 +19%
AIP
47
Ameritas Investment Partners
Nebraska
$25.5K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$22.3K – – –
PMAM
49
Picton Mahoney Asset Management
Ontario, Canada
$21K +$9.53K +340 +88%
TRCT
50
Tower Research Capital (TRC)
New York
$14.1K -$55.1K -1,964 -81%
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OBT Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2024, worth a combined $152M — up 16% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OBT positions and 3 closed out — a net gain of 5 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41M. The largest seller was AllianceBernstein, cutting an estimated $2.42M.

  • 58 institutional investors held Orange County Bancorp (OBT) as of Q3 2024, up from 54 in Q2 2024.
  • Funds reported $152M of Orange County Bancorp stock for Q3 2024, up 16% quarter-over-quarter.
  • 8 funds opened new Orange County Bancorp positions in Q3 2024 and 3 closed out, a net change of +5 holders.
  • The largest Orange County Bancorp buyer in Q3 2024 was BlackRock, an estimated $1.41M added.
  • The largest Orange County Bancorp seller in Q3 2024 was AllianceBernstein, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2024.