Orange County Bancorp Inc (OBT) Ownership

47.36 ↑0.02 (0.04%)
As of Market Close on November 30th, 2022.

Institutional Ownership

Hudson Valley Investment Advisors, LLC is the biggest individual institutional holder of Orange County Bancorp Inc (OBT), owning a total of 609 thousand shares. Combined, the top 20 institutional holders of OBT own 39.28% of the company with a total of 2.2 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of OBT by 20 thousand shares. 2 institutions bought 44,814 total additional shares and increased their ownership by an average of 19.85%. However 4 institutions sold 64,835 total shares and decreased their ownership by an average of 33.15%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Orange County Bancorp decreased by a net total of -20,021 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Hudson Valley Investment Advisors, LLC10.801%-2.336%609,476-14,5782022-09-30
Wellington Management Company LLP6.402%-1.197%361,234-4,3752022-09-30
Vanguard Group Inc2.860%38.380%161,38644,7612022-09-30
Manufacturers Life Insurance Co2.329%0.000%131,40802022-09-30
M3F, Inc.1.956%-29.082%110,388-45,2682022-09-30
Elizabeth Park Capital Advisors, Ltd0.460%0.000%25,95902022-09-30
KeyBank National Association0.310%0.000%17,50002022-09-30
Eagle Ridge Investment Management0.252%0.000%14,20002022-09-30
Royal Bank of Canada0.072%1.325%4,053532022-09-30
Acadian Asset Management LLC0.000%-100.000%0-6142022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Hudson Valley Investment Advisors, LLC10.801%-2.336%609,476-14,5782022-09-30
Banc Funds Co LLC8.650%2.072%488,0699,9052022-06-30
Wellington Management Company LLP6.402%-1.197%361,234-4,3752022-09-30
AllianceBernstein L.P.4.277%4.472%241,33210,3312022-06-30
Vanguard Group Inc2.860%38.380%161,38644,7612022-09-30
Manufacturers Life Insurance Co2.329%0.000%131,40802022-09-30
M3F, Inc.1.956%-29.082%110,388-45,2682022-09-30
Elizabeth Park Capital Advisors, Ltd0.460%0.000%25,95902022-09-30
Advisor Group Holdings, Inc.0.452%0.000%25,52525,5252022-06-30
KeyBank National Association0.310%0.000%17,50002022-09-30
Eagle Ridge Investment Management0.252%0.000%14,20002022-09-30
Coombe, Bender & Co LLC0.235%0.000%13,23013,2302022-06-30
Geode Capital Management, LLC0.113%0.000%6,3736,3732022-06-30
HighTower Advisors, LLC0.093%-1.869%5,251-1002022-06-30
Royal Bank of Canada0.072%1.325%4,053532022-09-30
Brown Brothers Harriman & Co0.011%0.000%6066062022-06-30
Bank of America Corp0.007%0.000%40002022-06-30
FMR Inc0.005%0.000%26702022-06-30
Wells Fargo & Co0.000%16.667%712022-06-30
Acadian Asset Management LLC0.000%-100.000%0-6142022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Orange County Bancorp Inc (OBT), owning a total of 107 thousand shares. Combined, the top 20 mutual fund holders of OBT own 8.21% of the company with a total of 463 thousand shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders not made any changes to their ownership of OBT. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding Orange County Bancorp stayed the same in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.900%0.000%107,23202022-10-31
Vanguard Extended Market Index Investor0.876%0.000%49,45302022-10-31
iShares Micro-Cap ETF0.184%0.000%10,35502022-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.043%0.000%2,43402022-10-31
Schwab Total Stock Market Index0.040%0.000%2,28102022-10-31
Vanguard Balanced Index Inv0.031%0.000%1,71902022-10-31
WisdomTree US SmallCap Dividend ETF0.023%0.000%1,30102022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.900%0.000%107,23202022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.900%0.000%107,23202022-09-30
JHancock Regional Bank A1.152%0.000%65,01002022-09-30
Vanguard Extended Market Index Investor0.876%0.000%49,45302022-10-31
JH Financial Opportunities0.775%0.000%43,74002022-09-30
Manulife US Bank Equity Mother Fund0.354%0.000%20,00020,0002022-07-20
Hennessy Small Cap Financial Investor0.248%0.000%14,00014,0002022-09-30
Fidelity® Extended Market Index0.241%295.183%13,61810,1722022-09-30
iShares Micro-Cap ETF0.184%0.000%10,35502022-10-31
Fidelity® Total Market Index0.148%0.000%8,3388,3382022-09-30
Fidelity® Series Total Market Index0.119%386.850%6,7385,3542022-09-30
RBC Microcap Value I0.071%0.000%4,00002022-09-30
Spartan Total Market Index Pool E0.052%673.936%2,9102,5342022-09-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.043%0.000%2,43402022-10-31
Schwab Total Stock Market Index0.040%0.000%2,28102022-10-31
Vanguard Balanced Index Inv0.031%0.000%1,71902022-10-31
WisdomTree US SmallCap Dividend ETF0.023%0.000%1,30102022-10-31
Fidelity® NASDAQ Composite Index®0.019%0.000%1,05402022-09-30
NT Ext Equity Mkt Idx Fd - NL0.017%0.000%96602022-09-30
1290 VT Micro Cap K0.016%0.000%87302022-09-30

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