OBT

Orange County Bancorp INC

+$21.6M

Net Activity

Institutions Holding

103

Popularity Rank

#4376

Avg Weight

0.09%

Total Value

$229.5M

Ownership Trend

103 institutions currently hold OBT, with 50 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

50

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$60.5M
OI
Orange Investment Advisors, Inc.
$33.9M
WM
Wellington Management Group LLP
$15.9M
VC
Vanguard Capital Management LLC
$14.8M
ML
Manufacturers Life Insurance Company, THE
$9.9M

Top 5 by Conviction

OI
Orange Investment Advisors, Inc.
4.40%
EC
EJF Capital LP
1.82%
BF
Banc Funds Co LLC
1.18%
SI
SummerHaven Investment Management, LLC
0.53%
MC
Maltese Capital Management LLC
0.33%
View all 103 holding institutions

Quarterly Activity

Recent Activity

+$57.4M

Total Buy Value

$142.0M

Total Sell Value

New buy14
Trim28
Add36
Sold out9

50

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ORANGE COUNTY BANCORP INC (OBT)?
Major stakeholders currently include BlackRock, Inc. ($60.5M), Orange Investment Advisors, Inc. ($33.9M), Wellington Management Group LLP ($15.9M). Based on the latest 13F filings, there are a total of 103 tracked investment funds and institutions maintaining positions in OBT.
What is the overall institutional sentiment toward OBT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $21.6M, driven by 50 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their OBT positions?
In the latest period, 28 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $142.0M.
Are there any notable investors adding OBT to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $57.4M.

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