OBT icon

Orange County Bancorp
OBT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$2.99M
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.5M
3
LPL Financial
LPL Financial
California
$645K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06M
5
BlackRock
BlackRock
New York
$20.2M

Top Sellers

1
BFC
Banc Funds Company
Illinois
$13.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$5.6M
3
HAI
Hennessy Advisors Inc
California
$1.56M
4
QC
Quadrature Capital
United Kingdom
$0
5
Invesco
Invesco
Georgia
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$23.5K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$23K +$9.78K +352 +74%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$20.6K – – –
AB
54
Amalgamated Bank
New York
$10K – – –
SCM
55
Sterling Capital Management
North Carolina
$9.11K +$8.22K +296 +925%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$6.16K +$555 +20 +10%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$6K +$240 +8 +4%
VCM
58
Versant Capital Management
Arizona
$5.34K +$5.34K +192 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$2.83K +$2.33K +84 +467%
US Bancorp
60
US Bancorp
Minnesota
$1.95K +$1.95K +70 New
Creative Planning
61
Creative Planning
Kansas
$1.39K +$1.39K +50 New
GI
62
GAMMA Investing
California
$1.17K +$1.17K +42 New
HCA
63
Harbor Capital Advisors
Illinois
$1K -$40 -2 -4%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$445 – – –
QC
65
Quadrature Capital
United Kingdom
– -$379K -12,706 Closed
Lazard Asset Management
66
Lazard Asset Management
New York
– -$80K -2,670 Closed
CPA
67
Capital Performance Advisors
California
– -$302 -10 Closed
1 2
3