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Orange County Bancorp
OBT

Overview Fund Activity

44 hedge funds and large institutions have $89.9M invested in Orange County Bancorp in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
14
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$10.4M
2
State Street
State Street
Massachusetts
$2.16M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$3.44M
4
Northern Trust
Northern Trust
Illinois
$1.48M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$10M
2
BFC
Banc Funds Company
Illinois
$15.7M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
$0
4
Millennium Management
Millennium Management
New York
$610K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$18.4M -$72.8K -4,844 -0.4%
BFC
2
Banc Funds Company
Illinois
$15.7M -$2M -107,852 -11%
BlackRock
3
BlackRock
New York
$10.4M +$9.01M +487,052 +647%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10M -$3.3M -178,618 -25%
AllianceBernstein
5
AllianceBernstein
Tennessee
$8.66M +$127K +6,872 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.9M +$774K +41,818 +13%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.69M +$150K +8,106 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.44M +$1.98M +107,032 +136%
State Street
9
State Street
Massachusetts
$2.16M +$2.16M +116,596 New
Northern Trust
10
Northern Trust
Illinois
$1.48M +$1.17M +63,458 +385%
Osaic Holdings
11
Osaic Holdings
Arizona
$955K +$5.55K +300 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$835K +$474K +25,634 +131%
KeyBank National Association
13
KeyBank National Association
Ohio
$648K – – –
Millennium Management
14
Millennium Management
New York
$610K -$1.08M -58,124 -64%
ERIM
15
Eagle Ridge Investment Management
Connecticut
$525K – – –
Charles Schwab
16
Charles Schwab
California
$494K +$494K +26,678 New
NAM
17
NorthCrest Asset Manangement
Minnesota
$445K – – –
CBC
18
Coombe, Bender & Co
New York
$430K -$48.1K -2,600 -10%
Morgan Stanley
19
Morgan Stanley
New York
$335K -$207K -11,208 -38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$311K +$311K +16,788 New
HighTower Advisors
21
HighTower Advisors
Illinois
$284K +$284K +15,390 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$254K +$254K +13,750 New
Goldman Sachs
23
Goldman Sachs
New York
$250K +$15.7K +846 +7%
Bank of America
24
Bank of America
North Carolina
$204K +$53.7K +2,904 +36%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$183K +$183K +9,868 New
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