OBT Institutional Ownership
Orange County Bancorp, Inc.
1W: +2.4%
1M: +2.0%
3M: -0.3%
YTD: +35.5%
1Y: +56.8%
3Y: +97.7%
5Y: +140.0%
$38.45
+0.03 (+0.08%)
Weekly Expected Move ±2.7%
$36
$37
$38
$39
$40
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — OBT
117
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$266M
Total Invested
17
New Positions
57
Increased
27
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,960,135 | $75M | +67,815 | +3.6% | 8Q | SEC ↗ |
| 2 | Orange Investment Advisors, Inc. | 1,060,922 | $41M | -568 | -0.1% | 55Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 471,006 | $18M | +9,304 | +2.0% | 2Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 311,740 | $12M | +76,460 | +32.5% | 12Q | SEC ↗ |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, | 307,530 | $12M | -1,780 | -0.6% | 20Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 290,181 | $11M | +29,708 | +11.4% | 17Q | SEC ↗ |
| 7 | STATE STREET CORP | 216,289 | $8M | +29,141 | +15.6% | 13Q | SEC ↗ |
| 8 | BANC FUNDS CO LLC | 186,035 | $7M | -11,501 | -5.8% | 49Q | SEC ↗ |
| 9 | ALLIANCEBERNSTEIN L.P. | 163,889 | $6M | -55,310 | -25.2% | 20Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 153,814 | $6M | +26,878 | +21.2% | 12Q | SEC ↗ |
| 11 | MORGAN STANLEY | 110,940 | $4M | +9,752 | +9.6% | 20Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 108,045 | $4M | +78,851 | +270.1% | 4Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 101,648 | $4M | +23,343 | +29.8% | 8Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 98,930 | $4M | +10,220 | +11.5% | 15Q | SEC ↗ |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 98,314 | $4M | -399,108 | -80.2% | 20Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 85,765 | $3M | +17,965 | +26.5% | 2Q | SEC ↗ |
| 17 | BROWN BROTHERS HARRIMAN & CO | 84,374 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 18 | MARSHALL WACE, LLP | 76,592 | $3M | -11,274 | -12.8% | 5Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 75,601 | $3M | +3,573 | +5.0% | 9Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 72,328 | $3M | +253 | +0.4% | 2Q | SEC ↗ |
| 21 | EJF Capital LP | 70,543 | $3M | -10,299 | -12.7% | 5Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 57,789 | $2M | +10,131 | +21.3% | 15Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 55,095 | $2M | +4,651 | +9.2% | 15Q | SEC ↗ |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 49,100 | $2M | +26,200 | +114.4% | 8Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 44,789 | $2M | +1,692 | +3.9% | 8Q | SEC ↗ |
| 26 | HSBC HOLDINGS PLC | 43,429 | $2M | -3,371 | -7.2% | 6Q | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 40,764 | $2M | +29,634 | +266.3% | 2Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 39,446 | $2M | +1,568 | +4.1% | 4Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 37,711 | $1M | +4,922 | +15.0% | 13Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 37,711 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 37,278 | $1M | +19,402 | +108.5% | 2Q | SEC ↗ |
| 32 | Elizabeth Park Capital Advisors, Ltd. NEW | 37,050 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 35,205 | $1M | +6,364 | +22.1% | 5Q | SEC ↗ |
| 34 | KEYBANK NATIONAL ASSOCIATION/OH | 35,000 | $1M | — | +0.0% | 20Q | SEC ↗ |
| 35 | VICTORY CAPITAL MANAGEMENT INC | 34,950 | $1M | +950 | +2.8% | 5Q | SEC ↗ |
| 36 | Carnegie Investment Counsel | 31,428 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 37 | SummerHaven Investment Management, LLC | 27,187 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 38 | MALTESE CAPITAL MANAGEMENT LLC | 27,000 | $1M | -25,573 | -48.6% | 2Q | SEC ↗ |
| 39 | U.S. Capital Wealth Advisors, LLC | 26,998 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 40 | XTX Topco Ltd | 26,655 | $1M | +14,066 | +111.7% | 2Q | SEC ↗ |
| 41 | MILLENNIUM MANAGEMENT LLC | 26,580 | $1M | -20,958 | -44.1% | 6Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 26,156 | $1M | +5,106 | +24.3% | 2Q | SEC ↗ |
| 43 | BARCLAYS PLC | 25,917 | $997K | -7,581 | -22.6% | 13Q | SEC ↗ |
| 44 | MARTINGALE ASSET MANAGEMENT L P | 24,780 | $953K | — | +0.0% | 6Q | SEC ↗ |
| 45 | BNP PARIBAS FINANCIAL MARKETS | 22,959 | $883K | +12,080 | +111.0% | 7Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 22,336 | $859K | +17,569 | +368.6% | 14Q | SEC ↗ |
| 47 | Gator Capital Management, LLC | 22,020 | $847K | +450 | +2.1% | 5Q | SEC ↗ |
| 48 | LPL Financial LLC | 21,260 | $817K | +41 | +0.2% | 7Q | SEC ↗ |
| 49 | Nuveen, LLC | 21,075 | $810K | -21,279 | -50.2% | 6Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 17,328 | $666K | +500 | +3.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 37,711 | $1M |
| Elizabeth Park Capital Advisors, Lt | 37,050 | $1M |
| Voleon Capital Management LP | 9,964 | $383K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,881 | $265K |
| Quadrature Capital Ltd | 6,654 | $256K |
| Y-Intercept (Hong Kong) Ltd | 6,323 | $243K |
| CULBERTSON A N & CO INC | 5,800 | $223K |
| Biondo Investment Advisors, LLC | 5,700 | $219K |
| GoalVest Advisory LLC | 4,100 | $158K |
| State of Tennessee, Department of T | 3,227 | $124K |
| Integrated Wealth Concepts LLC | 365 | $14K |
| PICTON MAHONEY ASSET MANAGEMENT | 49 | $2K |
| Larson Financial Group LLC | 19 | $1K |
| Clearstead Advisors, LLC | 17 | $1K |
| Covestor Ltd | 17 | $1K |
| Wealth Enhancement Trust Services, | 8 | $0K |
| Fortitude Family Office, LLC | 3 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Azora Capital LP | 53,679 | $2M |
| KENNEDY CAPITAL MANAGEMENT LLC | 32,785 | $1M |
| Fourthstone LLC | 27,384 | $1M |
| NorthCrest Asset Manangement, LLC | 26,116 | $1M |
| Numerai GP LLC | 15,341 | $590K |
| SG Americas Securities, LLC | 5,098 | $196K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1,870 | $72K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 814 | $31K |
| AMALGAMATED BANK | 367 | $14K |
| MAI Capital Management | 43 | $2K |
| Wealth Preservation Advisors, LLC | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +78,851 | +270.1% | 108,045 |
| AMERICAN CENTURY COMPANIES INC | +76,460 | +32.5% | 311,740 |
| BlackRock, Inc. | +67,815 | +3.6% | 1,960,135 |
| GEODE CAPITAL MANAGEMENT, LLC | +29,708 | +11.4% | 290,181 |
| Qube Research & Technologies Ltd | +29,634 | +266.3% | 40,764 |
| STATE STREET CORP | +29,141 | +15.6% | 216,289 |
| DIMENSIONAL FUND ADVISORS LP | +26,878 | +21.2% | 153,814 |
| RENAISSANCE TECHNOLOGIES LLC | +26,200 | +114.4% | 49,100 |
| TWO SIGMA INVESTMENTS, LP | +23,343 | +29.8% | 101,648 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +19,402 | +108.5% | 37,278 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +17,965 | +26.5% | 85,765 |
| JPMORGAN CHASE & CO | +17,569 | +368.6% | 22,336 |
| XTX Topco Ltd | +14,066 | +111.7% | 26,655 |
| BNP PARIBAS FINANCIAL MARKETS | +12,080 | +111.0% | 22,959 |
| NORTHERN TRUST CORP | +10,220 | +11.5% | 98,930 |
| BANK OF AMERICA CORP /DE | +10,131 | +21.3% | 57,789 |
| MORGAN STANLEY | +9,752 | +9.6% | 110,940 |
| VANGUARD CAPITAL MANAGEMENT LLC | +9,304 | +2.0% | 471,006 |
| DEUTSCHE BANK AG | +8,142 | +189.7% | 12,435 |
| WELLS FARGO & COMPANY/MN | +6,526 | +149.5% | 10,890 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -399,108 | -80.2% | 98,314 |
| ALLIANCEBERNSTEIN L.P. | -55,310 | -25.2% | 163,889 |
| MALTESE CAPITAL MANAGEMENT LLC | -25,573 | -48.6% | 27,000 |
| Nuveen, LLC | -21,279 | -50.2% | 21,075 |
| MILLENNIUM MANAGEMENT LLC | -20,958 | -44.1% | 26,580 |
| BANC FUNDS CO LLC | -11,501 | -5.8% | 186,035 |
| MARSHALL WACE, LLP | -11,274 | -12.8% | 76,592 |
| EJF Capital LP | -10,299 | -12.7% | 70,543 |
| BARCLAYS PLC | -7,581 | -22.6% | 25,917 |
| Hillsdale Investment Management Inc | -4,200 | -34.4% | 8,000 |
| HSBC HOLDINGS PLC | -3,371 | -7.2% | 43,429 |
| Thrivent Financial for Lutherans | -3,150 | -32.3% | 6,611 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,780 | -0.6% | 307,530 |
| Connor, Clark & Lunn Investment Man | -1,281 | -13.4% | 8,278 |
| Orange Investment Advisors, Inc. | -568 | -0.1% | 1,060,922 |
| Tower Research Capital LLC (TRC) | -528 | -33.9% | 1,030 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -468 | -74.1% | 164 |
| EverSource Wealth Advisors, LLC | -280 | -73.3% | 102 |
| Accent Capital Management, LLC | -159 | -43.8% | 204 |
| Sterling Capital Management LLC | -109 | -36.7% | 188 |