NTB icon

Bank of N.T. Butterfield & Son
NTB

Overview Fund Activity

167 hedge funds and large institutions have $1.03B invested in Bank of N.T. Butterfield & Son in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
44
Reduced
67
Closed
18
Calls
$846K
Puts
$3M
Net Calls
-$2.16M
Net Calls Change
-$1.04M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$31.9M
2
American Century Companies
2
American Century Companies
Missouri
$30.8M
3
SBH
3
Segall Bryant & Hamill
Illinois
$4.84M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$30.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$35.5M
4
Millennium Management
4
Millennium Management
New York
$3.55M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$4.18K 119 -54 -31%
FFA
152
Farther Finance Advisors
California
$3.76K 108 +25 +30%
CA
153
Continuum Advisory
Idaho
$3.51K 100 – –
EBA
154
Eagle Bay Advisors
New York
$2.81K 80 -20 -20%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$2.7K 77 +77 New
TSWM
156
Tyler-Stone Wealth Management
Ohio
$2.28K 65 -35 -35%
LC
157
Lindbrook Capital
California
$1.93K 55 – –
CA
158
Clearstead Advisors
Ohio
$1.78K 51 +1 +2%
JWA
159
JFS Wealth Advisors
Pennsylvania
$1.2K 34 – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$1.09K 31 -28 -47%
C
161
Covestor
United Kingdom
$1K 40 +16 +67%
PWMG
162
Private Wealth Management Group
New Jersey
$633 18 – –
RIL
163
Rothschild Investment LLC
Illinois
$527 15 +10 +200%
DPW
164
DiNuzzo Private Wealth
Pennsylvania
$457 13 +2 +18%
SIC
165
SJS Investment Consulting
Ohio
$422 12 – –
SAM
166
Smartleaf Asset Management
Massachusetts
$414 12 +12 New
TFM
167
TFC Financial Management
Massachusetts
$36 1 +1 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
– – -377,626 Closed
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
– – -114,480 Closed
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
– – -35,164 Closed
AIG
171
American International Group
New York
– – -23,936 Closed
Squarepoint
172
Squarepoint
New York
– – -22,898 Closed
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
– – -21,713 Closed
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
– – -18,500 Closed
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
– – -8,600 Closed
4 5 6
7
8