Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orange Cnty Bancorp Inc (OBT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — OBT

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
100 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 — +41% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+41% 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 — 58% buying

52 buying37 selling
Last quarter: 52 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new OBT position: 27 → 12 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
40 out of 100 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.
📊

Peak discovery — momentum slowing

14 → 27 → 12 → 9 → 17 new funds/Q
New funds entering each quarter: 27 → 12 → 9 → 17. OBT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 12% 1-2yr ■ 42% new
Of 100 current holders: 46 (46%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
35 of 100 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 52 hedge funds were net buyers of OBT (17 opened a new position, 35 added to an existing one), while 37 reduced or exited (27 trimmed, 10 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in OBT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 100.

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

-- --

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

Is It Too Late to Buy Orange Cnty Bancorp Inc (OBT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OBT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
OBT
+12.6%
XLF
+1220.3%

OBT outperformed XLF by -1207.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OBT
+10.1%
XLF
+4.8%

Since the filing became public, OBT outperformed XLF by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: OBT
100 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 93 7.53%
13F Shares 7M 7M -1.15%
Total Value $230M $212M 8.05%
New Positions 17 9 +8
Increased Positions 35 34 +1
Closed Positions 10 7 +3
Reduced Positions 27 30 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OBT

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

100 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orange Investment Advisors, Inc. 4.40% 1,061,490 $33.9M
2 EJF Capital LP 1.82% 80,842 $2.6M
3 Banc Funds Co LLC 1.18% 197,536 $6.3M
4 SummerHaven Investment Management, LLC 0.53% 27,187 $869K
5 Maltese Capital Management LLC 0.33% 52,573 $1.7M
6 Daytona Street Capital LLC 0.20% 8,000 $261K
7 Fourthstone LLC 0.15% 27,384 $876K
8 Gator Capital Management, LLC 0.14% 21,570 $690K
9 Numerai GP LLC 0.05% 15,341 $491K
10 Kahn Brothers Group Inc 0.05% 8,000 $256K
11 Globeflex Capital L P 0.02% 4,714 $151K
12 U.S. Capital Wealth Advisors, LLC 0.02% 26,998 $863K
13 Martingale Asset Management L P 0.02% 24,780 $792K
14 Carnegie Investment Counsel 0.02% 31,428 $1.0M
15 Brown Brothers Harriman & Co 0.01% 84,374 $2.7M
16 Hillsdale Investment Management Inc. 0.01% 12,200 $390K
17 Manufacturers Life Insurance Company, the 0.01% 309,310 $9.9M
18 XTX Topco Ltd 0.01% 12,589 $403K
19 Keybank National Association/Oh 0.00% 35,000 $1.1M
20 American Century Companies Inc 0.00% 235,280 $7.5M
21 EverSource Wealth Advisors, LLC 0.00% 8,410 $119K
22 Wellington Management Group LLP 0.00% 497,422 $15.9M
23 Marshall Wace, LLP 0.00% 87,866 $2.8M
24 Versant Capital Management, Inc 0.00% 858 $27K
25 Alliancebernstein L.P. 0.00% 219,199 $6.3M
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 58% buying: Last quarter: 52 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 — 36% AUM from major funds: 35 of 100 holders rank in the top 100 by AUM, accounting for 36% 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?

40% of holders stayed for 2+ years: 40 out of 100 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.

Is it too late to buy Orange Cnty Bancorp Inc (OBT) following the 2026 Q1 hedge fund 13F filings?

As of today, OBT has moved +10.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +5.3%. Since the quarter end (March 31, 2026), OBT has gained +12.6% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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