Orange County Bancorp Ownership | Who Owns Orange County Bancorp?
Orange County Bancorp Ownership Summary
Orange County Bancorp is owned by 87.41% institutional investors, 19.55% insiders. Hudson valley investment advisors inc /adv is the largest institutional shareholder, holding 21.30% of OBT shares. iShares Russell 2000 ETF is the top mutual fund, with 2.61% of its assets in Orange County Bancorp shares.
OBT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Orange County Bancorp | 87.41% | 19.55% | -6.95% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 602.18K | 21.30% | $33.46M |
| Blackrock funding, inc. /de | 363.02K | 12.84% | $20.17M |
| Wellington management group llp | 264.75K | 9.37% | $14.71M |
| Banc funds | 238.03K | 8.42% | $13.23M |
| Vanguard group | 225.59K | 7.98% | $12.54M |
| Blackrock | 327.31K | 5.81% | $17.31M |
| Manufacturers life insurance company, the | 123.11K | 4.35% | $6.84M |
| Geode capital management | 111.16K | 3.93% | $6.18M |
| Alliancebernstein | 100.75K | 3.56% | $5.60M |
| American century companies | 53.75K | 1.90% | $2.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hudson valley investment advisors inc /adv | 602.18K | 3.79% | $33.46M |
| Banc funds | 238.03K | 1.46% | $13.23M |
| Coombe, bender | 11.23K | 0.35% | $593.84K |
| Eagle ridge investment management | 14.20K | 0.07% | $789.09K |
| Kahn brothers group | 4.00K | 0.05% | $222.00K |
| Hennessy advisors | 28.00K | 0.05% | $1.56M |
| Northcrest asset manangement | 12.99K | 0.02% | $783.50K |
| Manufacturers life insurance company, the | 123.11K | 0.01% | $6.84M |
| Keybank national association/oh | 17.50K | 0.00% | $972.48K |
| Wellington management group llp | 264.75K | 0.00% | $14.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 53.75K | 0.00% | 20.12K |
| Vanguard group | 225.59K | 0.00% | 15.24K |
| Jpmorgan chase | 19.10K | 0.00% | 10.76K |
| Blackrock funding, inc. /de | 363.02K | 0.00% | 10.54K |
| Bank of new york mellon | 28.04K | 0.00% | 9.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 238.03K | 1.46% | -49.85K |
| Alliancebernstein | 100.75K | 0.00% | -15.31K |
| First trust advisors lp | - | - | -12.08K |
| Hennessy advisors | 28.00K | 0.05% | -7.00K |
| Quadrature capital | - | - | -6.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 833.00 | - | 833.00 | $46.29K |
| Versant capital management | 96.00 | 0.00% | 96.00 | $5.33K |
| Us bancorp \de\ | 35.00 | - | 35.00 | $1.95K |
| Creative planning | 25.00 | - | 25.00 | $1.39K |
| Gamma investing | 21.00 | 0.00% | 21.00 | $1.17K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -3.00 |
| Capital performance advisors llp | -5.00 |
| Metropolitan life insurance co/ny | -299.00 |
| Lazard asset management | -1.33K |
| Sg americas securities | -2.19K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 61 | 5.17% | 2,470,991 | -2.10% | 87 | 4.39% | 33 | -2.94% | 14 | 40.00% |
| Sep 30, 2024 | 58 | 7.41% | 2,523,932 | 1.23% | 44 | 2.29% | 34 | 30.77% | 10 | -47.37% |
| Jun 30, 2024 | 53 | 6.00% | 1,894,809 | -24.38% | 33 | 1.70% | 26 | 44.44% | 18 | -18.18% |
| Mar 31, 2024 | 50 | -1.96% | 2,505,559 | -0.76% | 44 | 2.21% | 18 | -33.33% | 22 | 69.23% |
| Dec 31, 2023 | 51 | - | 2,524,663 | 0.28% | 44 | 2.24% | 27 | 17.39% | 13 | -13.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 296.39K | 2.61% | -2.58K |
| Vanguard Total Stock Mkt Idx Inv | 228.30K | 2.01% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 150.06K | 1.32% | - |
| JHancock Regional Bank A | 130.85K | 1.15% | - |
| Vanguard US Total Market Shares ETF | 114.15K | 1.00% | - |
| Avantis US Small Cap Value ETF | 106.20K | 0.93% | - |
| Fidelity Small Cap Index | 102.50K | 0.90% | -1.92K |
| iShares Russell 2000 Value ETF | 95.80K | 0.84% | - |
| JH Financial Opportunities | 87.48K | 0.77% | - |
| Fidelity Extended Market Index | 49.13K | 0.43% | -313.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2024 | Rooney Stephen | SVP, Chief Credit Officer | Sell | $40.82K |
| Nov 21, 2024 | Ruhl Joseph A | Reg Pres, Westchester County | Sell | $52.55K |
| Nov 06, 2024 | Listner Michael | SVP and Chief Risk Officer | Sell | $12.86K |
| Nov 06, 2024 | Listner Michael | SVP and Chief Risk Officer | Sell | $22.13K |
| Nov 05, 2024 | Sousa Gregory | EVP and Deputy CLO | Sell | $23.43K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 6 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 8 |
OBT Ownership FAQ
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