Orange County Bancorp
OBT
52 hedge funds and large institutions have $149M invested in Orange County Bancorp in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
36% more capital invested
Capital invested by funds: $109M → $149M (+$39.6M)
0.78% more ownership
Funds ownership: 89.42% → 90.2% (+0.78%)
0% more funds holding
Funds holding: 52 → 52 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.8M |
| 2 |
Morgan Stanley
New York
|
+$1.05M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$671K |
| 4 |
Barclays
London,
United Kingdom
|
+$291K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.09M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.47M |
| 3 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
-$389K |
| 4 |
Millennium Management
New York
|
-$314K |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $13.1K | -$6.47K | -270 | -38% |
|
52
Nisa Investment Advisors
St. Louis,
Missouri
| $482 | – | – | – |
|
|
53
Millennium Management
New York
| – | -$314K | -14,552 | Closed |
|
|
FHA
54
First Horizon Advisors
Memphis,
Tennessee
| – | -$108K | -5,000 | Closed |
|
55
Allspring Global Investments
Charlotte,
North Carolina
| – | -$60.3K | -2,792 | Closed |
|
OBT Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2023, worth a combined $149M — up 36% from $109M a quarter earlier.
Fund positioning in OBT was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 24 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock, adding an estimated $1.8M. The largest seller was AllianceBernstein, cutting an estimated $2.09M.
- 52 institutional investors held Orange County Bancorp (OBT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $149M of Orange County Bancorp stock for Q4 2023, up 36% quarter-over-quarter.
- 3 funds opened new Orange County Bancorp positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Orange County Bancorp buyer in Q4 2023 was BlackRock, an estimated $1.8M added.
- The largest Orange County Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2023.