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Orange County Bancorp

21 hedge funds and large institutions have $89.2M invested in Orange County Bancorp in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

6% more capital invested

Capital invested by funds: $84M → $89.2M (+$5.15M)

0.41% more ownership

Funds ownership: 78.65%79.06% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$25.3M +$151K +7,400 +0.6%
BFC
2
Banc Funds Company
Illinois
$19.1M +$2.04M +100,000 +12%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.9M
AllianceBernstein
4
AllianceBernstein
Tennessee
$9.24M
MI
5
M3F Inc
Utah
$7.14M -$2.08K -102 -0%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.26M +$105K +5,126 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.73M +$3.8M +186,268 New
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$1.04M
MCM
9
Maltese Capital Management
New York
$752K -$2.78M -136,214 -78%
KeyBank National Association
10
KeyBank National Association
Ohio
$700K
ERIM
11
Eagle Ridge Investment Management
Connecticut
$568K
BlackRock
12
BlackRock
New York
$522K +$388K +19,008 +268%
Millennium Management
13
Millennium Management
New York
$314K +$320K +15,674 New
HighTower Advisors
14
HighTower Advisors
Illinois
$215K -$8.15K -400 -4%
Morgan Stanley
15
Morgan Stanley
New York
$173K -$31.9K -1,566 -15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$160K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$24K +$25K +1,228 New
Bank of America
18
Bank of America
North Carolina
$16K -$82 -4 -0.5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$11K +$10.9K +534 New
PSC
20
Piper Sandler & Co
Minnesota
$4K +$4K +196 New
FL
21
Fourthstone LLC
Missouri
-$2.48M -123,270 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$1M -50,500 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$7K -370 Closed

OBT Hedge Fund Activity: Q1 2022 in Review

21 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2022, worth a combined $89.2M — up 6.1% from $84M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OBT positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $3.8M. The largest seller was Maltese Capital Management, cutting an estimated $2.78M.

  • 21 institutional investors held Orange County Bancorp (OBT) as of Q1 2022, up from 19 in Q4 2021.
  • Funds reported $89.2M of Orange County Bancorp stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 5 funds opened new Orange County Bancorp positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest Orange County Bancorp buyer in Q1 2022 was Vanguard Group, an estimated $3.8M added.
  • The largest Orange County Bancorp seller in Q1 2022 was Maltese Capital Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2022.