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%)
Pre-Market: $39.25 (+0.80, +2.08%)
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.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
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 |