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Orange County Bancorp
OBT

58 hedge funds and large institutions have $152M invested in Orange County Bancorp in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $131M → $152M (+$20.8M)

7% more funds holding

Funds holding: 54 → 58 (+4)

1.08% more ownership

Funds ownership: 88.1% → 89.18% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.41M
2
American Century Companies
American Century Companies
Missouri
+$1.17M
3
Ameriprise
Ameriprise
Minnesota
+$1.07M
4
Goldman Sachs
Goldman Sachs
New York
+$504K
5
Morgan Stanley
Morgan Stanley
New York
+$503K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.42M
2
BFC
Banc Funds Company
Illinois
-$1.33M
3
First Trust Advisors
First Trust Advisors
Illinois
-$639K
4
Invesco
Invesco
Georgia
-$327K
5
Jane Street
Jane Street
New York
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1
Hudson Valley Investment Advisors
New York
$36.4M +$247K +8,816 +0.7%
BlackRock
2
BlackRock
New York
$21.3M +$1.41M +50,336 +8%
BFC
3
Banc Funds Company
Illinois
$17.4M -$1.33M -47,436 -8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.7M +$370K +13,200 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.43M -$183K -6,540 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$7M -$2.42M -86,428 -27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.72M +$92.5K +3,298 +2%
State Street
9
State Street
Massachusetts
$4.52M +$228K +8,120 +6%
Northern Trust
10
Northern Trust
Illinois
$2.43M -$50.1K -1,786 -2%
HAI
11
Hennessy Advisors Inc
California
$2.11M +$10.7K +382 +0.5%
American Century Companies
12
American Century Companies
Missouri
$2.03M +$1.17M +41,746 +164%
Morgan Stanley
13
Morgan Stanley
New York
$1.18M +$503K +17,928 +84%
Ameriprise
14
Ameriprise
Minnesota
$1.16M +$1.07M +38,328 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.12M -$230K -8,190 -18%
KeyBank National Association
16
KeyBank National Association
Ohio
$1.06M – – –
Goldman Sachs
17
Goldman Sachs
New York
$893K +$504K +17,982 +155%
ERIM
18
Eagle Ridge Investment Management
Connecticut
$857K – – –
Charles Schwab
19
Charles Schwab
California
$840K – – –
Citadel Advisors
20
Citadel Advisors
Florida
$809K +$235K +8,396 +46%
NAM
21
NorthCrest Asset Manangement
Minnesota
$783K – – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$738K +$262K +9,362 +62%
Invesco
23
Invesco
Georgia
$616K -$327K -11,652 -36%
N
24
Nuveen
North Carolina
$601K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$506K – – –
1
2 3

OBT Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2024, worth a combined $152M — up 16% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OBT positions and 3 closed out — a net gain of 5 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41M. The largest seller was AllianceBernstein, cutting an estimated $2.42M.

  • 58 institutional investors held Orange County Bancorp (OBT) as of Q3 2024, up from 54 in Q2 2024.
  • Funds reported $152M of Orange County Bancorp stock for Q3 2024, up 16% quarter-over-quarter.
  • 8 funds opened new Orange County Bancorp positions in Q3 2024 and 3 closed out, a net change of +5 holders.
  • The largest Orange County Bancorp buyer in Q3 2024 was BlackRock, an estimated $1.41M added.
  • The largest Orange County Bancorp seller in Q3 2024 was AllianceBernstein, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2024.