Orange County Bancorp
OBT
65 hedge funds and large institutions have $142M invested in Orange County Bancorp in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
12% more funds holding
Funds holding: 58 → 65 (+7)
1.16% more ownership
Funds ownership: 89.18% → 90.34% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $152M → $142M (-$9.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$1.16M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$877K |
| 3 |
LPL Financial
San Diego,
California
|
+$668K |
| 4 |
JP Morgan Chase
New York
|
+$619K |
| 5 |
BlackRock
New York
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.87M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$881K |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$403K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$379K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$95.7K |
OBT Hedge Fund Activity: Q4 2024 in Review
65 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2024, worth a combined $142M — down 6.5% from $152M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OBT positions and 3 closed out — a net gain of 7 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was American Century Companies, adding an estimated $1.16M. The largest seller was Banc Funds Company, cutting an estimated $2.87M.
- 65 institutional investors held Orange County Bancorp (OBT) as of Q4 2024, up from 58 in Q3 2024.
- Funds reported $142M of Orange County Bancorp stock for Q4 2024, down 6.5% quarter-over-quarter.
- 10 funds opened new Orange County Bancorp positions in Q4 2024 and 3 closed out, a net change of +7 holders.
- The largest Orange County Bancorp buyer in Q4 2024 was American Century Companies, an estimated $1.16M added.
- The largest Orange County Bancorp seller in Q4 2024 was Banc Funds Company, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2024.