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Orange County Bancorp

22 hedge funds and large institutions have $85.6M invested in Orange County Bancorp in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2122 (+1)

1.07% more ownership

Funds ownership: 79.06%80.13% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $89.2M → $85.6M (-$3.56M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
5
Reduced
6
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
$23.7M -$282K -14,866 -1%
BFC
2
Banc Funds Company
Illinois
$18.5M +$376K +19,810 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.9M -$293K -15,450 -2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$9.16M +$392K +20,662 +4%
MI
5
M3F Inc
Utah
$5.91M -$869K -45,808 -13%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.99M -$1.06K -56 -0%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.43M +$892K +46,982 +25%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$986K
Osaic Holdings
9
Osaic Holdings
Arizona
$969K +$969K +51,050 New
KeyBank National Association
10
KeyBank National Association
Ohio
$664K
ERIM
11
Eagle Ridge Investment Management
Connecticut
$539K
CBC
12
Coombe, Bender & Co
New York
$502K +$502K +26,460 New
BlackRock
13
BlackRock
New York
$438K -$56.9K -3,000 -11%
Morgan Stanley
14
Morgan Stanley
New York
$278K +$114K +5,996 +69%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$241K +$242K +12,746 New
HighTower Advisors
16
HighTower Advisors
Illinois
$200K -$3.8K -200 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$152K
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$23K
BBHC
19
Brown Brothers Harriman & Co
New York
$23K +$23K +1,212 New
Bank of America
20
Bank of America
North Carolina
$15K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10K
MCM
22
Maltese Capital Management
New York
-$752K -37,586 Closed
Millennium Management
23
Millennium Management
New York
-$314K -15,674 Closed
PSC
24
Piper Sandler & Co
Minnesota
-$4K -196 Closed
Wells Fargo
25
Wells Fargo
California
+$38 +2 +17%

OBT Hedge Fund Activity: Q2 2022 in Review

22 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q2 2022, worth a combined $85.6M — down 4% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OBT positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $969K. The largest seller was M3F Inc, cutting an estimated $869K.

  • 22 institutional investors held Orange County Bancorp (OBT) as of Q2 2022, up from 21 in Q1 2022.
  • Funds reported $85.6M of Orange County Bancorp stock for Q2 2022, down 4% quarter-over-quarter.
  • 4 funds opened new Orange County Bancorp positions in Q2 2022 and 3 closed out, a net change of +1 holder.
  • The largest Orange County Bancorp buyer in Q2 2022 was Osaic Holdings, an estimated $969K added.
  • The largest Orange County Bancorp seller in Q2 2022 was M3F Inc, an estimated $869K sold.

Based on aggregated 13F filings for Q2 2022.