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Orange County Bancorp

54 hedge funds and large institutions have $131M invested in Orange County Bancorp in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $115M → $131M (+$16.2M)

6% more funds holding

Funds holding: 5154 (+3)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 88.69%88.1% (-0.59%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
20
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$31.2M -$177K -7,538 -0.6%
BlackRock
2
BlackRock
New York
$17.3M +$421K +17,912 +3%
BFC
3
Banc Funds Company
Illinois
$16.5M -$481K -20,464 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$14M -$206K -8,782 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.8M +$108K +4,592 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$8.42M -$198K -8,410 -3%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.69M -$33.7K -1,432 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.8M +$220K +9,338 +4%
State Street
9
State Street
Massachusetts
$3.75M +$752 +32 +0%
Northern Trust
10
Northern Trust
Illinois
$2.18M -$102K -4,324 -5%
HAI
11
Hennessy Advisors Inc
California
$1.84M +$367K +15,618 +29%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.2M +$64.7K +2,752 +6%
KeyBank National Association
13
KeyBank National Association
Ohio
$925K
Invesco
14
Invesco
Georgia
$848K -$19.3K -822 -2%
ERIM
15
Eagle Ridge Investment Management
Connecticut
$751K
Charles Schwab
16
Charles Schwab
California
$736K +$27.4K +1,166 +4%
NAM
17
NorthCrest Asset Manangement
Minnesota
$687K
American Century Companies
18
American Century Companies
Missouri
$675K
First Trust Advisors
19
First Trust Advisors
Illinois
$639K -$4.23K -180 -0.7%
CBC
20
Coombe, Bender & Co
New York
$594K -$7.19K -306 -1%
Morgan Stanley
21
Morgan Stanley
New York
$564K -$87.1K -3,706 -15%
N
22
Nuveen
North Carolina
$527K +$114K +4,836 +32%
Citadel Advisors
23
Citadel Advisors
Florida
$487K +$62.4K +2,654 +17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$444K
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$399K +$31.7K +1,348 +10%

OBT Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q2 2024, worth a combined $131M — up 14% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OBT positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $421K. The largest seller was Osaic Holdings, cutting an estimated $1.11M.

  • 54 institutional investors held Orange County Bancorp (OBT) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $131M of Orange County Bancorp stock for Q2 2024, up 14% quarter-over-quarter.
  • 6 funds opened new Orange County Bancorp positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Orange County Bancorp buyer in Q2 2024 was BlackRock, an estimated $421K added.
  • The largest Orange County Bancorp seller in Q2 2024 was Osaic Holdings, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.