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Orange County Bancorp
OBT

29 hedge funds and large institutions have $108M invested in Orange County Bancorp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

21% more capital invested

Capital invested by funds: $89.3M → $108M (+$19M)

21% more funds holding

Funds holding: 24 → 29 (+5)

0.06% more ownership

Funds ownership: 82.44% → 82.5% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
9
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$438K
2
Northern Trust
Northern Trust
Illinois
+$269K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$256K
4
Millennium Management
Millennium Management
New York
+$252K
5
Citigroup
Citigroup
New York
+$72.6K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.34M
2
CBC
Coombe, Bender & Co
New York
-$68K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$22.6K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.52K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$28.5M +$68.3K +3,014 +0.2%
BFC
2
Banc Funds Company
Illinois
$22.7M – – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$16.8M – – –
AllianceBernstein
4
AllianceBernstein
Tennessee
$11.4M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.55M +$31.3K +1,380 +0.4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.1M -$22.6K -998 -0.4%
MI
7
M3F Inc
Utah
$3.77M -$1.34M -59,044 -27%
BlackRock
8
BlackRock
New York
$1.72M +$17.3K +764 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.54M +$5.58K +246 +0.4%
Cerity Partners
10
Cerity Partners
New York
$1.4M – – –
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$1.21M – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$1.19M – – –
KeyBank National Association
13
KeyBank National Association
Ohio
$815K – – –
ERIM
14
Eagle Ridge Investment Management
Connecticut
$661K – – –
CBC
15
Coombe, Bender & Co
New York
$546K -$68K -3,000 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$450K +$438K +19,342 New
Morgan Stanley
17
Morgan Stanley
New York
$330K +$56K +2,472 +21%
Northern Trust
18
Northern Trust
Illinois
$276K +$269K +11,848 New
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$264K +$256K +11,316 New
Millennium Management
20
Millennium Management
New York
$259K +$252K +11,116 New
HighTower Advisors
21
HighTower Advisors
Illinois
$244K – – –
BFG
22
Bleakley Financial Group
New Jersey
$233K +$227K +10,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$186K -$2.4K -106 -1%
Citigroup
24
Citigroup
New York
$109K +$72.6K +3,202 +218%
UBS Group
25
UBS Group
Switzerland
$75.2K +$9.79K +432 +15%
1
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OBT Hedge Fund Activity: Q4 2022 in Review

29 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2022, worth a combined $108M — up 21% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OBT positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $438K. The largest seller was M3F Inc, cutting an estimated $1.34M.

  • 29 institutional investors held Orange County Bancorp (OBT) as of Q4 2022, up from 24 in Q3 2022.
  • Funds reported $108M of Orange County Bancorp stock for Q4 2022, up 21% quarter-over-quarter.
  • 5 funds opened new Orange County Bancorp positions in Q4 2022 and 0 closed out, a net change of +5 holders.
  • The largest Orange County Bancorp buyer in Q4 2022 was Bank of New York Mellon, an estimated $438K added.
  • The largest Orange County Bancorp seller in Q4 2022 was M3F Inc, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2022.