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Orange County Bancorp
OBT

Overview Fund Activity

52 hedge funds and large institutions have $149M invested in Orange County Bancorp in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
24
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.81M
3
HAI
3
Hennessy Advisors Inc
California
$843K
4
Barclays
4
Barclays
United Kingdom
$473K
5
Northern Trust
5
Northern Trust
Illinois
$2.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$10.3M
2
BFC
2
Banc Funds Company
Illinois
$20.5M
3
HVIA
3
Hudson Valley Investment Advisors
New York
$31.2M
4
Millennium Management
4
Millennium Management
New York
$0
5
FHA
5
First Horizon Advisors
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$31.2M 598,510 -8,127 -1%
BFC
2
Banc Funds Company
Illinois
$20.5M 341,064 -30,727 -8%
BlackRock
3
BlackRock
New York
$19.8M 329,057 +37,523 +13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.4M 271,508 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$12M 198,961 +3,091 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$10.3M 170,703 -43,539 -20%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.66M 127,130 -738 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.1M 101,178 +3,030 +3%
State Street
9
State Street
Massachusetts
$4.25M 70,621 +3,068 +5%
Northern Trust
10
Northern Trust
Illinois
$2.7M 44,748 +5,470 +14%
Morgan Stanley
11
Morgan Stanley
New York
$1.81M 30,018 +22,013 +275%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.45M 24,100 -1,700 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.35M 22,415 -793 -3%
KeyBank National Association
14
KeyBank National Association
Ohio
$1.05M 17,500 – –
ERIM
15
Eagle Ridge Investment Management
Connecticut
$855K 14,200 – –
HAI
16
Hennessy Advisors Inc
California
$843K 14,000 +14,000 New
Charles Schwab
17
Charles Schwab
California
$804K 13,339 – –
CBC
18
Coombe, Bender & Co
New York
$790K 13,118 +1,488 +13%
NAM
19
NorthCrest Asset Manangement
Minnesota
$782K 12,989 – –
First Trust Advisors
20
First Trust Advisors
Illinois
$710K 11,790 +281 +2%
American Century Companies
21
American Century Companies
Missouri
$635K 10,545 +2,036 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$565K 9,383 +4,697 +100%
Bank of America
23
Bank of America
North Carolina
$519K 8,617 +271 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$506K 8,394 – –
Barclays
25
Barclays
United Kingdom
$473K 7,853 +6,073 +341%
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