Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orange Cnty Bancorp Inc (OBT)

109 + Investors. Track Smart Money conviction in OBT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — OBT

Based on 110 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added OBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
110 hedge funds hold OBT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

74 buying29 selling
Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 9 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 33% medium ■ 28% new
Of the 110 current holders: 43 (39%) held >2 years, 36 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +15% but shares only +0% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +15%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

27 → 12 → 9 → 17 → 18 new funds/Q
New funds entering each quarter: 12 → 9 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 40% newcomers

■ 45% veterans ■ 15% 1-2yr ■ 40% new
Entry-cohort mix of 110 holders: 49 (45%) are 2+ year veterans, 17 entered 1–2 years ago, and 44 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
39 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OBT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OBT

In 2026 Q2, 74 hedge funds were net buyers of OBT (18 opened a new position, 56 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in OBT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: OBT

How many hedge funds hold OBT — quarterly history vs. share price
Quarterly hedge fund ownership of OBT vs. share price

Market Analysis: OBT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OBT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OBT
109 + Investors

Track Smart Money conviction in OBT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 100 9.0%
13F Shares 7M 7M 0.09%
Total Value $265M $230M 15.27%
New Positions 18 17 +1
Increased Positions 55 35 +20
Closed Positions 9 10 -1
Reduced Positions 21 27 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OBT

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Financial Highlights

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Institutional Holders (2026 Q2)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OBT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OBT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orange Investment Advisors, Inc. 4.74% 1,060,922 $39.0M
2 EJF Capital LP 1.74% 70,543 $2.6M
3 Banc Funds Co LLC 1.13% 186,035 $6.8M
4 Elizabeth Park Capital Advisors, Ltd. 0.94% 37,050 $1.4M
5 SummerHaven Investment Management, LLC 0.54% 27,187 $1000K
6 Daytona Street Capital LLC 0.22% 8,000 $295K
7 Maltese Capital Management LLC 0.18% 27,000 $993K
8 Gator Capital Management, LLC 0.17% 22,020 $810K
9 Kahn Brothers Group Inc 0.05% 8,000 $256K
10 GoalVest Advisory LLC 0.03% 4,100 $151K
11 Biondo Investment Advisors, LLC 0.03% 5,700 $210K
12 Culbertson A N & Co Inc 0.02% 5,800 $213K
13 Carnegie Investment Counsel 0.02% 31,428 $1.2M
14 Globeflex Capital L P 0.02% 4,714 $173K
15 Martingale Asset Management L P 0.02% 24,780 $911K
16 Brown Brothers Harriman & Co 0.01% 84,374 $3.1M
17 XTX Topco Ltd 0.01% 26,655 $980K
18 Manufacturers Life Insurance Company, the 0.01% 307,530 $11.3M
19 Hillsdale Investment Management Inc. 0.01% 8,000 $294K
20 Voleon Capital Management LP 0.01% 9,964 $366K
21 American Century Companies Inc 0.01% 311,740 $11.5M
22 Y-Intercept (Hong Kong) Ltd 0.00% 6,323 $233K
23 Keybank National Association/Oh 0.00% 35,000 $1.3M
24 Accent Capital Management, LLC 0.00% 204 $8K
25 Versant Capital Management, Inc 0.00% 842 $31K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Orange Cnty Bancorp Inc (OBT)

What does the Smart Money Trend signal show for OBT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added OBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OBT?

More buyers than sellers — 72% buying: Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OBT holders?

Elite ownership — 63% AUM from top-100 funds: 39 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OBT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OBT?

Mixed — 39% long-term, 28% new: Of the 110 current holders: 43 (39%) held >2 years, 36 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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