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Orange County Bancorp
OBT

Overview Fund Activity

51 hedge funds and large institutions have $115M invested in Orange County Bancorp in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
15
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAI
1
Hennessy Advisors Inc
California
$1.24M
2
Invesco
2
Invesco
Georgia
$757K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$432K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.83M
5
HVIA
5
Hudson Valley Investment Advisors
New York
$27.7M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$575K
3
BlackRock
3
BlackRock
New York
$14.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$7.52M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$27.7M 602,279 +3,769 +0.6%
BFC
2
Banc Funds Company
Illinois
$14.8M 321,822 -19,242 -6%
BlackRock
3
BlackRock
New York
$14.6M 318,358 -10,699 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$12.4M 269,146 -2,362 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.27M 201,453 +2,492 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.52M 163,477 -7,226 -4%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.85M 127,185 +55 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.83M 105,096 +3,918 +4%
State Street
9
State Street
Massachusetts
$3.26M 70,890 +269 +0.4%
Northern Trust
10
Northern Trust
Illinois
$1.99M 43,320 -1,428 -3%
HAI
11
Hennessy Advisors Inc
California
$1.24M 27,000 +13,000 +93%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.09M 23,600 -500 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$982K 21,354 -1,061 -5%
KeyBank National Association
14
KeyBank National Association
Ohio
$805K 17,500 – –
Invesco
15
Invesco
Georgia
$757K 16,446 +11,260 +217%
ERIM
16
Eagle Ridge Investment Management
Connecticut
$653K 14,200 – –
Charles Schwab
17
Charles Schwab
California
$614K 13,339 – –
NAM
18
NorthCrest Asset Manangement
Minnesota
$597K 12,989 – –
American Century Companies
19
American Century Companies
Missouri
$587K 12,762 +2,217 +21%
Morgan Stanley
20
Morgan Stanley
New York
$575K 12,510 -17,508 -58%
First Trust Advisors
21
First Trust Advisors
Illinois
$560K 12,170 +380 +3%
CBC
22
Coombe, Bender & Co
New York
$524K 11,383 -1,735 -13%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$432K 9,399 +4,135 +79%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$386K 8,394 – –
Citadel Advisors
25
Citadel Advisors
Florida
$363K 7,887 -1,496 -16%
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