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Bank of N.T. Butterfield & Son

148 hedge funds and large institutions have $1.17B invested in Bank of N.T. Butterfield & Son in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
23
Increased
56
Reduced
48
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
126
Hilton Capital Management
New York
$37K
RWA
127
Ropes Wealth Advisors
Massachusetts
$30K
BAMG
128
Brand Asset Management Group
Missouri
$25K
TRCT
129
Tower Research Capital (TRC)
New York
$22K -$80.8K -2,774 -79%
VFA
130
Valeo Financial Advisors
Indiana
$19K +$5.96K +200 +46%
CCM
131
Copeland Capital Management
Pennsylvania
$16K -$2.18K -73 -12%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$15K
GWM
133
Geneos Wealth Management
Colorado
$15K +$15K +511 New
WTC
134
WhitTier Trust Company
Nevada
$8K
BWM
135
Baystate Wealth Management
Massachusetts
$8K
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$7K
NFG
137
Next Financial Group
Texas
$7K +$7K +222 New
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +242 New
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$5K
CIAS
140
Capital Investment Advisory Services
North Carolina
$4K
ClearBridge Investments
141
ClearBridge Investments
New York
$3K +$3K +106 New
IA
142
IFP Advisors
Florida
$3K +$3K +116 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +60 New
SPIA
144
Steward Partners Investment Advisory
New York
$1K +$19 +1 +2%
APA
145
American Portfolios Advisors
New York
$385
William Blair Investment Management
146
William Blair Investment Management
Illinois
-$21.7M -637,978 Closed
Westfield Capital Management
147
Westfield Capital Management
Massachusetts
-$14.2M -417,429 Closed
Lord, Abbett & Co
148
Lord, Abbett & Co
New Jersey
-$4.33M -127,602 Closed
CG
149
Colony Group
Massachusetts
-$1.85M -54,368 Closed
PVAM
150
Pacific View Asset Management
California
-$1.38M -40,720 Closed