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Orange County Bancorp
OBT

52 hedge funds and large institutions have $109M invested in Orange County Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

21% more capital invested

Capital invested by funds: $89.9M → $109M (+$19.2M)

18% more funds holding

Funds holding: 44 → 52 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.78% less ownership

Funds ownership: 90.2% → 89.42% (-0.78%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
14
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$503K
2
BlackRock
BlackRock
New York
+$454K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$413K
4
State Street
State Street
Massachusetts
+$404K
5
American Century Companies
American Century Companies
Missouri
+$372K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.34M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$871K
3
Millennium Management
Millennium Management
New York
-$402K
4
HVIA
Hudson Valley Investment Advisors
New York
-$249K
5
Goldman Sachs
Goldman Sachs
New York
-$78.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$26.2M -$249K -11,406 -0.9%
BFC
2
Banc Funds Company
Illinois
$16.1M -$2.34M -107,178 -13%
BlackRock
3
BlackRock
New York
$12.6M +$454K +20,786 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$11.7M – – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$9.25M -$871K -39,880 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.46M +$413K +18,912 +5%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.52M +$48.8K +2,232 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.24M +$227K +10,408 +6%
State Street
9
State Street
Massachusetts
$2.92M +$404K +18,510 +16%
Northern Trust
10
Northern Trust
Illinois
$1.7M -$29.8K -1,364 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.11M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1M +$28K +1,284 +3%
KeyBank National Association
13
KeyBank National Association
Ohio
$755K – – –
ERIM
14
Eagle Ridge Investment Management
Connecticut
$613K – – –
Charles Schwab
15
Charles Schwab
California
$576K – – –
NAM
16
NorthCrest Asset Manangement
Minnesota
$561K +$41.9K +1,920 +8%
CBC
17
Coombe, Bender & Co
New York
$502K – – –
First Trust Advisors
18
First Trust Advisors
Illinois
$497K +$503K +23,018 New
American Century Companies
19
American Century Companies
Missouri
$367K +$372K +17,018 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$362K – – –
Bank of America
21
Bank of America
North Carolina
$360K +$124K +5,678 +52%
Morgan Stanley
22
Morgan Stanley
New York
$346K -$46K -2,106 -12%
Millennium Management
23
Millennium Management
New York
$314K -$402K -18,404 -56%
N
24
Nuveen
North Carolina
$297K – – –
HighTower Advisors
25
HighTower Advisors
Illinois
$276K -$56.7K -2,598 -17%
1
2 3

OBT Hedge Fund Activity: Q3 2023 in Review

52 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2023, worth a combined $109M — up 21% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OBT positions and 1 closed out — a net gain of 8 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $503K. The largest seller was Banc Funds Company, cutting an estimated $2.34M.

  • 52 institutional investors held Orange County Bancorp (OBT) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $109M of Orange County Bancorp stock for Q3 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Orange County Bancorp positions in Q3 2023 and 1 closed out, a net change of +8 holders.
  • The largest Orange County Bancorp buyer in Q3 2023 was First Trust Advisors, an estimated $503K added.
  • The largest Orange County Bancorp seller in Q3 2023 was Banc Funds Company, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2023.