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Orange County Bancorp
OBT

25 hedge funds and large institutions have $78.9M invested in Orange County Bancorp in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

79.55% more ownership

Funds ownership: 0% → 79.55% (+80%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HVIA
Hudson Valley Investment Advisors
New York
+$21.6M
2
BFC
Banc Funds Company
Illinois
+$13.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$7.86M
4
MI
M3F Inc
Utah
+$6.06M
5
FCM
FJ Capital Management
Virginia
+$5.24M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$22.1M +$21.6M +1,255,380 New
BFC
2
Banc Funds Company
Illinois
$14.1M +$13.8M +802,972 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$8.02M +$7.86M +456,416 New
MI
4
M3F Inc
Utah
$6.18M +$6.06M +351,890 New
FCM
5
FJ Capital Management
Virginia
$5.35M +$5.24M +304,000 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.43M +$4.34M +252,046 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.32M +$4.24M +245,894 New
MCM
8
Maltese Capital Management
New York
$3.16M +$3.1M +180,000 New
EC
9
EJF Capital
Virginia
$2.4M +$2.35M +136,666 New
FL
10
Fourthstone LLC
Missouri
$2.06M +$2.02M +117,348 New
BCM
11
Basswood Capital Management
New York
$1.63M +$1.6M +92,972 New
FHC
12
Forest Hill Capital
Arkansas
$1.05M +$1.03M +60,000 New
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$912K +$894K +51,918 New
Osaic Holdings
14
Osaic Holdings
Arizona
$880K +$863K +50,100 New
PAG
15
Private Advisor Group
New Jersey
$632K +$620K +36,000 New
KeyBank National Association
16
KeyBank National Association
Ohio
$615K +$603K +35,000 New
ERIM
17
Eagle Ridge Investment Management
Connecticut
$499K +$489K +28,400 New
HighTower Advisors
18
HighTower Advisors
Illinois
$205K +$202K +11,702 New
Morgan Stanley
19
Morgan Stanley
New York
$179K +$176K +10,200 New
BlackRock
20
BlackRock
New York
$108K +$106K +6,158 New
Bank of America
21
Bank of America
North Carolina
$14K +$13.8K +800 New
TRCT
22
Tower Research Capital (TRC)
New York
$11K +$10.6K +616 New
UBS Group
23
UBS Group
Switzerland
$2K +$1.72K +100 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
– +$34 +2 New
Wells Fargo
25
Wells Fargo
California
– +$207 +12 New

OBT Hedge Fund Activity: Q3 2021 in Review

25 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2021, worth a combined $78.9M.

Buyers outnumbered sellers: 25 funds opened new OBT positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Hudson Valley Investment Advisors, opening a new position worth an estimated $21.6M.

  • 25 institutional investors held Orange County Bancorp (OBT) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $78.9M of Orange County Bancorp stock for Q3 2021.
  • 25 funds opened new Orange County Bancorp positions in Q3 2021 and 0 closed out, a net change of +25 holders.
  • The largest Orange County Bancorp buyer in Q3 2021 was Hudson Valley Investment Advisors, an estimated $21.6M added.

Based on aggregated 13F filings for Q3 2021.