OBT icon

Orange County Bancorp
OBT

Overview Fund Activity

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
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

1
First Trust Advisors
First Trust Advisors
Illinois
$497K
2
BlackRock
BlackRock
New York
$12.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.46M
4
State Street
State Street
Massachusetts
$2.92M
5
American Century Companies
American Century Companies
Missouri
$367K

Top Sellers

1
BFC
Banc Funds Company
Illinois
$16.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$9.25M
3
Millennium Management
Millennium Management
New York
$314K
4
HVIA
Hudson Valley Investment Advisors
New York
$26.2M
5
Goldman Sachs
Goldman Sachs
New York
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$26.2M -$246K -11,406 -0.9%
BFC
2
Banc Funds Company
Illinois
$16.1M -$2.31M -107,178 -13%
BlackRock
3
BlackRock
New York
$12.6M +$449K +20,786 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$11.7M – – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$9.25M -$861K -39,880 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.46M +$408K +18,912 +5%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.52M +$48.2K +2,232 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.24M +$225K +10,408 +6%
State Street
9
State Street
Massachusetts
$2.92M +$400K +18,510 +16%
Northern Trust
10
Northern Trust
Illinois
$1.7M -$29.4K -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 +$27.7K +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 +$41.4K +1,920 +8%
CBC
17
Coombe, Bender & Co
New York
$502K – – –
First Trust Advisors
18
First Trust Advisors
Illinois
$497K +$497K +23,018 New
American Century Companies
19
American Century Companies
Missouri
$367K +$367K +17,018 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$362K – – –
Bank of America
21
Bank of America
North Carolina
$360K +$123K +5,678 +52%
Morgan Stanley
22
Morgan Stanley
New York
$346K -$45.5K -2,106 -12%
Millennium Management
23
Millennium Management
New York
$314K -$397K -18,404 -56%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$297K – – –
HighTower Advisors
25
HighTower Advisors
Illinois
$276K -$56.1K -2,598 -17%
1
2 3