NTB icon

Bank of N.T. Butterfield & Son

150 hedge funds and large institutions have $899M invested in Bank of N.T. Butterfield & Son in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
57
Reduced
52
Closed
29
Calls
$933K
Puts
$667K
Net Calls
+$266K
Net Calls Change
+$103K
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$24.6K 898
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$12K 454 +446 +5,575%
US Bancorp
128
US Bancorp
Minnesota
$8.81K 322
AIM
129
Anchor Investment Management
South Carolina
$8.21K 300
TFA
130
Toth Financial Advisory
Virginia
$8.21K 300
BWM
131
Baystate Wealth Management
Massachusetts
$7.66K 280
TSWM
132
Tyler-Stone Wealth Management
Ohio
$7K 266 +266 New
HNB
133
Huntington National Bank
Ohio
$5.94K 217 -79 -27%
QCG
134
Quadrant Capital Group
Ohio
$4.82K 176 -397 -69%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$3.75K 137
EBA
136
Eagle Bay Advisors
New York
$3.12K 114 +20 +21%
Point72 Asset Management
137
Point72 Asset Management
Connecticut
$2.75K 101 +100 +10,000%
FHA
138
First Horizon Advisors
Tennessee
$2K 73 -13 -15%
BIA
139
Bell Investment Advisors
California
$1.56K 57 +22 +63%
LC
140
Lindbrook Capital
California
$1.51K 55
CA
141
Clearstead Advisors
Ohio
$1.31K 48 +1 +2%
C
142
Covestor
United Kingdom
$1K 32 +17 +113%
JWA
143
JFS Wealth Advisors
Pennsylvania
$958 35 +14 +67%
SWM
144
Spire Wealth Management
Virginia
$629 23
Federated Hermes
145
Federated Hermes
Pennsylvania
$301 11 -4 -27%
DI
146
Disciplined Investments
Oklahoma
$301 11 -2 -15%
ECM
147
EMC Capital Management
Texas
$290 6,187 +1,591 +35%
SIC
148
SJS Investment Consulting
Ohio
$219 8 -7 -47%
AF
149
Allworth Financial
California
$192 7
TWP
150
TFO Wealth Partners
Ohio
$27 1