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Funds Holding OBT

On this page, we present all of the funds holding OBT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OBT, with a link to that fund's top holdings. The next columns indicate the amount of OBT stock held by each of the funds holding OBT, followed by the OBT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding OBT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Hudson Valley Investment Advisors Inc. ADV. For more details on the positions held by Hudson Valley Investment Advisors Inc. ADV (or by any of the other funds holding OBT), click the fund name in the "Holder" column of the funds-holding-OBT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Hudson Valley Investment Advisors Inc. ADV602,279$27,705 03/31/2024
     OBT602,279$27,705 03/31/2024
Banc Funds Co. LLC341,064$20,546 12/31/2023
     OBT341,064$20,546 12/31/2023
BlackRock Inc.329,057$19,822 12/31/2023
     OBT329,057$19,822 12/31/2023
Wellington Management Group LLP271,508$16,356 12/31/2023
     OBT271,508$16,356 12/31/2023
Vanguard Group Inc.198,961$11,985 12/31/2023
     OBT198,961$11,985 12/31/2023
Alliancebernstein L.P.170,703$10,283 12/31/2023
     OBT170,703$10,283 12/31/2023
The Manufacturers Life Insurance Company 127,130$7,658 12/31/2023
     OBT127,130$7,658 12/31/2023
Geode Capital Management LLC101,178$6,096 12/31/2023
     OBT101,178$6,096 12/31/2023
State Street Corp70,621$4,254 12/31/2023
     OBT70,621$4,254 12/31/2023
Northern Trust Corp44,748$2,696 12/31/2023
     OBT44,748$2,696 12/31/2023
Advisor Group Holdings Inc.24,100$1,452 12/31/2023
     OBT24,100$1,452 12/31/2023
Hennessy Advisors Inc.27,000$1,242 03/31/2024
     OBT27,000$1,242 03/31/2024
Keybank National Association OH17,500$1,054 12/31/2023
     OBT17,500$1,054 12/31/2023
Bank of New York Mellon Corp21,354$982 03/31/2024
     OBT21,354$982 03/31/2024
Morgan Stanley15,009$904 12/31/2023
     OBT15,009$904 12/31/2023
Charles Schwab Investment Management Inc.13,339$804 12/31/2023
     OBT13,339$804 12/31/2023
Coombe Bender & Co LLC13,118$790 12/31/2023
     OBT13,118$790 12/31/2023
First Trust Advisors LP11,790$710 12/31/2023
     OBT11,790$710 12/31/2023
Eagle Ridge Investment Management14,200$653 03/31/2024
     OBT14,200$653 03/31/2024
American Century Companies Inc.10,545$635 12/31/2023
     OBT10,545$635 12/31/2023
NorthCrest Asset Manangement LLC12,989$597 03/31/2024
     OBT12,989$597 03/31/2024
Citadel Advisors LLC9,383$565 12/31/2023
     OBT9,383$565 12/31/2023
Bank of America Corp DE8,617$519 12/31/2023
     OBT8,617$519 12/31/2023
Commonwealth Equity Services LLC8,394$506 12/31/2023
     OBT8,394$506 12/31/2023
Barclays PLC7,853$473 12/31/2023
     OBT7,853$473 12/31/2023
Nuveen Asset Management LLC7,547$455 12/31/2023
     OBT7,547$455 12/31/2023
HighTower Advisors LLC6,296$380 12/31/2023
     OBT6,296$380 12/31/2023
UBS Group AG6,225$375 12/31/2023
     OBT6,225$375 12/31/2023
Dimensional Fund Advisors LP5,844$352 12/31/2023
     OBT5,844$352 12/31/2023
Royal Bank of Canada5,624$339 12/31/2023
     OBT5,624$339 12/31/2023
Rhumbline Advisers5,379$324 12/31/2023
     OBT5,379$324 12/31/2023
JPMorgan Chase & Co.5,264$317 12/31/2023
     OBT5,264$317 12/31/2023
Invesco Ltd.5,186$312 12/31/2023
     OBT5,186$312 12/31/2023
Goldman Sachs Group Inc.4,420$266 12/31/2023
     OBT4,420$266 12/31/2023
Janus Henderson Group PLC3,464$209 12/31/2023
     OBT3,464$209 12/31/2023
New York State Common Retirement Fund3,045$183 12/31/2023
     OBT3,045$183 12/31/2023
MetLife Investment Management LLC2,884$174 12/31/2023
     OBT2,884$174 12/31/2023
SG Americas Securities LLC2,786$168 12/31/2023
     OBT2,786$168 12/31/2023
American International Group Inc.2,539$153 12/31/2023
     OBT2,539$153 12/31/2023
Lazard Asset Management LLC2,098$126 12/31/2023
     OBT2,098$126 12/31/2023
Deutsche Bank AG1,633$98 12/31/2023
     OBT1,633$98 12/31/2023
Wells Fargo & Company MN1,567$94 12/31/2023
     OBT1,567$94 12/31/2023
California State Teachers Retirement System841$51 12/31/2023
     OBT841$51 12/31/2023
Citigroup Inc.730$44 12/31/2023
     OBT730$44 12/31/2023
Acadian Asset Management LLC614$36 12/31/2023
     OBT614$36 12/31/2023
Tower Research Capital LLC TRC 543$33 12/31/2023
     OBT543$33 12/31/2023
Ameritas Investment Partners Inc.422$25 12/31/2023
     OBT422$25 12/31/2023
Legal & General Group Plc404$24 12/31/2023
     OBT404$24 12/31/2023
Metropolitan Life Insurance Co NY299$18 12/31/2023
     OBT299$18 12/31/2023
FMR LLC218$13 12/31/2023
     OBT218$13 12/31/2023
Amalgamated Bank172$8 03/31/2024
     OBT172$8 03/31/2024
CWM LLC1$0 03/31/2024
     OBT1$0 03/31/2024
GAMMA Investing LLC6$0 03/31/2024
     OBT6$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     OBT0$0 12/31/2023
Nisa Investment Advisors LLC8$0 12/31/2023
     OBT8$0 12/31/2023

See Summary: Institutional Holders of OBT
See Details: Top 10 Hedge Funds Holding OBT
Also See: OBT Insider Buying
Also See: OBT Holdings Changes

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