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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.41M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.07M |
| 4 |
Goldman Sachs
New York
|
+$504K |
| 5 |
Morgan Stanley
New York
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.42M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.33M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$639K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$327K |
| 5 |
Jane Street
New York
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $10K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $6.08K | +$2.08K | +74 | +58% |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$3.76K | +134 | +231% |
|
|
HCA
54
Harbor Capital Advisors
Chicago,
Illinois
| $2K | +$1.46K | +52 | New |
|
|
SCM
55
Sterling Capital Management
Charlotte,
North Carolina
| $965 | +$897 | +32 | New |
|
56
Russell Investments Group
London,
United Kingdom
| $543 | -$22.9K | -818 | -98% |
|
57
Nisa Investment Advisors
St. Louis,
Missouri
| $483 | – | – | – |
|
|
CPA
58
Capital Performance Advisors
Walnut Creek,
California
| $302 | +$280 | +10 | New |
|
|
59
First Trust Advisors
Wheaton,
Illinois
| – | -$639K | -24,160 | Closed |
|
|
60
Jane Street
New York
| – | -$253K | -9,572 | Closed |
|
61
Osaic Holdings
Scottsdale,
Arizona
| – | -$159 | -6 | Closed |
|
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.