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Orange County Bancorp

24 hedge funds and large institutions have $89.3M invested in Orange County Bancorp in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9% more funds holding

Funds holding: 2224 (+2)

2.31% more ownership

Funds ownership: 80.13%82.44% (+2.3%)

4% more capital invested

Capital invested by funds: $85.6M → $89.3M (+$3.71M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$23.5M -$535K -29,156 -2%
BFC
2
Banc Funds Company
Illinois
$18.8M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.9M -$160K -8,750 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$9.4M +$107K +5,828 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.21M +$1.64M +89,522 +38%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.06M
MI
7
M3F Inc
Utah
$4.25M -$1.66M -90,536 -29%
BlackRock
8
BlackRock
New York
$1.41M +$915K +49,918 +216%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.27M +$977K +53,304 +418%
Cerity Partners
10
Cerity Partners
New York
$1.16M +$1.1M +60,000 New
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$999K
Osaic Holdings
12
Osaic Holdings
Arizona
$983K
KeyBank National Association
13
KeyBank National Association
Ohio
$674K
ERIM
14
Eagle Ridge Investment Management
Connecticut
$547K
CBC
15
Coombe, Bender & Co
New York
$509K
Morgan Stanley
16
Morgan Stanley
New York
$225K -$53.5K -2,920 -20%
HighTower Advisors
17
HighTower Advisors
Illinois
$203K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$156K +$1.94K +106 +1%
UBS Group
19
UBS Group
Switzerland
$54K +$51.3K +2,796 New
Citigroup
20
Citigroup
New York
$28K +$26.9K +1,468 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$23K
Bank of America
22
Bank of America
North Carolina
$15K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$8K -$1.94K -106 -20%
Wells Fargo
24
Wells Fargo
California
$1K +$770 +42 +300%
BBHC
25
Brown Brothers Harriman & Co
New York
-$23K -1,212 Closed

OBT Hedge Fund Activity: Q3 2022 in Review

24 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2022, worth a combined $89.3M — up 4.3% from $85.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OBT positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was M3F Inc, cutting an estimated $1.66M.

  • 24 institutional investors held Orange County Bancorp (OBT) as of Q3 2022, up from 22 in Q2 2022.
  • Funds reported $89.3M of Orange County Bancorp stock for Q3 2022, up 4.3% quarter-over-quarter.
  • 3 funds opened new Orange County Bancorp positions in Q3 2022 and 1 closed out, a net change of +2 holders.
  • The largest Orange County Bancorp buyer in Q3 2022 was Vanguard Group, an estimated $1.64M added.
  • The largest Orange County Bancorp seller in Q3 2022 was M3F Inc, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2022.