Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORANGE CNTY BANCORP INC (OBT)

92 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — OBT

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak
92 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.
🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+46% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

42 buying37 selling
Last quarter: 42 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 27 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 28% medium 27% new
41 out of 92 hedge funds have held OBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+15% value, -0% shares)

Value
+15%
Shares
0%
Last quarter: total value of institutional OBT holdings rose +15% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

9 → 14 → 27 → 12 → 8 new funds/Q
New funds entering each quarter: 14 → 27 → 12 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 9% 1-2yr 40% new
Of 92 current holders: 47 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
27 of 92 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: OBT
2026 Q1 Stats Unlock in 20 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 91 1.1%
13F Shares 7M 7M -0.09%
Total Value $212M $184M 15.19%
New Positions 8 12 -4
Increased Positions 34 42 -8
Closed Positions 7 14 -7
Reduced Positions 30 18 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OBT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

92 + investors

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

Top 16 institutional holders of OBT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orange Investment Advisors, Inc. 4.40% 1,061,490 $33.9M
2 SummerHaven Investment Management, LLC 0.53% 27,187 $869K
3 Daytona Street Capital LLC 0.20% 8,000 $261K
4 U.S. Capital Wealth Advisors, LLC 0.02% 26,998 $863K
5 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 35,000 $1.1M
6 Versant Capital Management, Inc 0.00% 858 $27K
7 Police & Firemen's Retirement System of New Jersey 0.00% 2,838 $91K
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 16,828 $538K
9 HARBOR CAPITAL ADVISORS, INC. 0.00% 210
10 Sterling Capital Management LLC 0.00% 297 $9K
11 State of Alaska, Department of Revenue 0.00% 476
12 True Wealth Design, LLC 0.00% 11
13 GAMMA Investing LLC 0.00% 42 $1K
14 SJS Investment Consulting Inc. 0.00% 4
15 IFP Advisors, Inc 0.00% 8
16 Farther Finance Advisors, LLC 0.00% 11
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 53% buying: Last quarter: 42 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OBT holders?

Strong quality — 38% AUM from major funds: 27 of 92 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OBT?

45% of holders stayed for 2+ years: 41 out of 92 hedge funds have held OBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.