OBT icon

Orange County Bancorp
OBT

Overview Fund Activity

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.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
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

1
BlackRock
1
BlackRock
New York
$21.3M
2
American Century Companies
2
American Century Companies
Missouri
$2.03M
3
Ameriprise
3
Ameriprise
Minnesota
$1.16M
4
Goldman Sachs
4
Goldman Sachs
New York
$893K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.18M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$7M
2
BFC
2
Banc Funds Company
Illinois
$17.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Invesco
4
Invesco
Georgia
$616K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$36.4M 602,918 +4,408 +0.7%
BlackRock
2
BlackRock
New York
$21.3M 352,482 +25,168 +8%
BFC
3
Banc Funds Company
Illinois
$17.4M 287,872 -23,718 -8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16M 264,755 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.7M 210,349 +6,600 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.43M 123,199 -3,270 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$7M 116,058 -43,214 -27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.72M 111,414 +1,649 +2%
State Street
9
State Street
Massachusetts
$4.52M 74,966 +4,060 +6%
Northern Trust
10
Northern Trust
Illinois
$2.43M 40,265 -893 -2%
HAI
11
Hennessy Advisors Inc
California
$2.11M 35,000 +191 +0.5%
American Century Companies
12
American Century Companies
Missouri
$2.03M 33,635 +20,873 +164%
Morgan Stanley
13
Morgan Stanley
New York
$1.18M 19,621 +8,964 +84%
Ameriprise
14
Ameriprise
Minnesota
$1.16M 19,164 +19,164 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.12M 18,635 -4,095 -18%
KeyBank National Association
16
KeyBank National Association
Ohio
$1.06M 17,500 – –
Goldman Sachs
17
Goldman Sachs
New York
$893K 14,806 +8,991 +155%
ERIM
18
Eagle Ridge Investment Management
Connecticut
$857K 14,200 – –
Charles Schwab
19
Charles Schwab
California
$840K 13,922 – –
Citadel Advisors
20
Citadel Advisors
Florida
$809K 13,412 +4,198 +46%
NAM
21
NorthCrest Asset Manangement
Minnesota
$783K 12,989 – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$738K 12,245 +4,681 +62%
Invesco
23
Invesco
Georgia
$616K 10,209 -5,826 -36%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$601K 9,965 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$506K 8,394 – –
1
2 3