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Orange County Bancorp

36 hedge funds and large institutions have $103M invested in Orange County Bancorp in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

24% more funds holding

Funds holding: 2936 (+7)

0.45% more ownership

Funds ownership: 82.5%82.95% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $108M → $103M (-$5.33M)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
4
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
$27M +$189K +7,558 +0.6%
BFC
2
Banc Funds Company
Illinois
$21.1M -$437K -17,526 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.9M -$20.8K -834 -0.1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.2M -$674K -27,000 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.28M +$171K +6,858 +2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.4M -$410K -16,420 -6%
Millennium Management
7
Millennium Management
New York
$2M +$2M +79,964 +719%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.73M +$313K +12,560 +19%
BlackRock
9
BlackRock
New York
$1.66M +$36.2K +1,452 +2%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$1.14M
Osaic Holdings
11
Osaic Holdings
Arizona
$1.13M +$6.24K +250 +0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1M +$1.14M +45,672 New
KeyBank National Association
13
KeyBank National Association
Ohio
$770K
Morgan Stanley
14
Morgan Stanley
New York
$645K +$378K +15,138 +107%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$642K +$606K +24,298 New
ERIM
16
Eagle Ridge Investment Management
Connecticut
$625K
CBC
17
Coombe, Bender & Co
New York
$569K +$59.9K +2,400 +10%
NAM
18
NorthCrest Asset Manangement
Minnesota
$529K +$600K +24,058 New
HF
19
HRT Financial
New York
$505K +$573K +22,970 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$429K +$3.89K +156 +0.8%
Jane Street
21
Jane Street
New York
$411K +$467K +18,700 New
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$393K +$163K +6,536 +58%
Northern Trust
23
Northern Trust
Illinois
$362K +$115K +4,614 +39%
Goldman Sachs
24
Goldman Sachs
New York
$279K +$316K +12,666 New
BFG
25
Bleakley Financial Group
New Jersey
$220K

OBT Hedge Fund Activity: Q1 2023 in Review

36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2023, worth a combined $103M — down 4.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBT positions and 3 closed out — a net gain of 7 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Millennium Management, adding an estimated $2M. The largest seller was M3F Inc, exiting entirely with an estimated $3.77M sold.

  • 36 institutional investors held Orange County Bancorp (OBT) as of Q1 2023, up from 29 in Q4 2022.
  • Funds reported $103M of Orange County Bancorp stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 10 funds opened new Orange County Bancorp positions in Q1 2023 and 3 closed out, a net change of +7 holders.
  • The largest Orange County Bancorp buyer in Q1 2023 was Millennium Management, an estimated $2M added.
  • The largest Orange County Bancorp seller in Q1 2023 was M3F Inc, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2023.