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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$421K |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$367K |
| 3 |
Goldman Sachs
New York
|
+$273K |
| 4 |
Jane Street
New York
|
+$225K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.11M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$481K |
| 3 |
JP Morgan Chase
New York
|
-$273K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$206K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $3.38K | -$7.19K | -306 | -71% |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$1.32K | +56 | +2,800% |
|
53
Nisa Investment Advisors
St. Louis,
Missouri
| $423 | – | – | – |
|
|
54
Osaic Holdings
Scottsdale,
Arizona
| $159 | -$1.11M | -47,194 | -100% |
|
|
AIG
55
American International Group
New York
| – | -$116K | -5,036 | Closed |
|
|
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$13.8K | -598 | Closed |
|
|
GI
57
GAMMA Investing
Foster City,
California
| – | -$276 | -12 | Closed |
|
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.