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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$503K |
| 2 |
BlackRock
New York
|
+$454K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$413K |
| 4 |
State Street
Boston,
Massachusetts
|
+$404K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.34M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$871K |
| 3 |
Millennium Management
New York
|
-$402K |
| 4 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
-$249K |
| 5 |
Goldman Sachs
New York
|
-$78.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $1.6K | -$64.8K | -2,966 | -98% |
|
52
Nisa Investment Advisors
St. Louis,
Missouri
| $345 | – | – | – |
|
|
SO
53
STRS Ohio
Columbus,
Ohio
| – | -$40K | -2,200 | Closed |
|
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.