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Bank of N.T. Butterfield & Son

142 hedge funds and large institutions have $1.21B invested in Bank of N.T. Butterfield & Son in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$6.43M)

0.72% less ownership

Funds ownership: 68.87%68.15% (-0.72%)

3% less funds holding

Funds holding: 147142 (-5)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
46
Reduced
52
Closed
18
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$9K
US Bancorp
127
US Bancorp
Minnesota
$9K +$3.06K +91 +54%
SWM
128
Sugarloaf Wealth Management
Georgia
$8K +$101 +3 +1%
CA
129
Crewe Advisors
Utah
$8K +$4.38K +130 New
PCH
130
Polar Capital Holdings
United Kingdom
$7.96K +$1.15M +34,206 +18%
TFA
131
Toth Financial Advisory
Virginia
$7K +$4.21K +125 New
APA
132
American Portfolios Advisors
New York
$4.12K +$3.23K +96 +480%
NFG
133
Next Financial Group
Texas
$4K
LC
134
Lindbrook Capital
California
$3K -$10.1K -300 -79%
IA
135
IFP Advisors
Florida
$3K
RFA
136
Reilly Financial Advisors
California
$3K +$1.68K +50 New
BCA
137
Berman Capital Advisors
Georgia
$3K +$3.37K +100 New
CA
138
Clearstead Advisors
Ohio
$2K +$34 +1 +2%
BIA
139
Bell Investment Advisors
California
$2K +$1.95K +58 New
TWA
140
TCI Wealth Advisors
Arizona
$1K -$3.37K -100 -83%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$314 +$202K +6,000 +211%
Renaissance Technologies
142
Renaissance Technologies
New York
-$2.15M -60,800 Closed
Ameriprise
143
Ameriprise
Minnesota
-$1.19M -33,671 Closed
American Century Companies
144
American Century Companies
Missouri
-$1.04M -29,310 Closed
ZIM
145
Zacks Investment Management
Illinois
-$858K -24,204 Closed
California Public Employees Retirement System
146
California Public Employees Retirement System
California
-$777K -21,927 Closed
Victory Capital Management
147
Victory Capital Management
Texas
-$401K -11,308 Closed
ECM
148
ExodusPoint Capital Management
New York
-$343K -9,684 Closed
MAM
149
Meeder Asset Management
Ohio
-$318K -8,960 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$254K -7,559 Closed

NTB Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q3 2021, worth a combined $1.21B — down 0.53% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NTB and 15 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 46 added.

The largest buyer was Capital World Investors, adding an estimated $8.92M. The largest seller was Nuveen, cutting an estimated $6.55M.

  • 142 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q3 2021, down from 147 in Q2 2021.
  • Funds reported $1.21B of Bank of N.T. Butterfield & Son stock for Q3 2021, down 0.53% quarter-over-quarter.
  • 15 funds opened new Bank of N.T. Butterfield & Son positions in Q3 2021 and 18 closed out, a net change of -3 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q3 2021 was Capital World Investors, an estimated $8.92M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q3 2021 was Nuveen, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.