Orange County Bancorp
OBT
19 hedge funds and large institutions have $84M invested in Orange County Bancorp in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
7% more capital invested
Capital invested by funds: $78.9M → $84M (+$5.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 79.55% → 78.65% (-0.9%)
24% less funds holding
Funds holding: 25 → 19 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.33M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$994K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$149K |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$110K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$5.35M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.4M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$1.63M |
| 4 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$1.05M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$632K |
OBT Hedge Fund Activity: Q4 2021 in Review
19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2021, worth a combined $84M — up 6.6% from $78.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of OBT and 1 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 11 added.
The largest buyer was Wellington Management Group, adding an estimated $9.33M. The largest seller was FJ Capital Management, exiting entirely with an estimated $5.35M sold.
- 19 institutional investors held Orange County Bancorp (OBT) as of Q4 2021, down from 25 in Q3 2021.
- Funds reported $84M of Orange County Bancorp stock for Q4 2021, up 6.6% quarter-over-quarter.
- 1 fund opened new Orange County Bancorp positions in Q4 2021 and 7 closed out, a net change of -6 holders.
- The largest Orange County Bancorp buyer in Q4 2021 was Wellington Management Group, an estimated $9.33M added.
- The largest Orange County Bancorp seller in Q4 2021 was FJ Capital Management, an estimated $5.35M sold.
Based on aggregated 13F filings for Q4 2021.