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Bank of N.T. Butterfield & Son
NTB

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Bank of N.T. Butterfield & Son in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
73
Reduced
63
Closed
15
Calls
$164K
Puts
$124K
Net Calls
+$40K
Net Calls Change
-$167K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
Millennium Management
2
Millennium Management
New York
$11.9M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$12.7M
4
American Century Companies
4
American Century Companies
Missouri
$41.8M
5
Northern Trust
5
Northern Trust
Illinois
$14M

Top Sellers

1
RA
1
Rovida Advisors
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$28.7M
3
BlackRock
3
BlackRock
New York
$95.1M
4
SFM
4
Soros Fund Management
New York
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
SBI Securities
Japan
$2.27K +$2.27K +62 New
LC
177
Lindbrook Capital
California
$2.01K – – –
HWM
178
Hemington Wealth Management
Virginia
$2K +$529 +18 +36%
CA
179
Clearstead Advisors
Ohio
$1.9K +$36 +1 +2%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$1.87K -$1.13K -31 -38%
BBHC
181
Brown Brothers Harriman & Co
New York
$1.83K +$1.83K +50 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.68K +$366 +10 +28%
DRP
183
Decker Retirement Planning
Utah
$1.65K +$1.65K +45 New
C
184
Covestor
United Kingdom
$1K +$250 +4 +33%
RIL
185
Rothschild Investment LLC
Illinois
$914 -$548 -15 -38%
PWMG
186
Private Wealth Management Group
New Jersey
$658 – – –
PS
187
Principal Securities
Iowa
$621 – – –
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$476 – – –
S
189
SignatureFD
Georgia
$402 -$219 -6 -35%
SIC
190
SJS Investment Consulting
Ohio
$366 -$73 -2 -17%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$365 – – –
IA
192
IFP Advisors
Florida
$329 +$329 +9 New
GFPC
193
Global Financial Private Client
Florida
$110 +$110 +3 New
PWM
194
Parkworth Wealth Management
California
$73 +$73 +2 New
TFM
195
TFC Financial Management
Massachusetts
$37 – – –
RA
196
Rovida Advisors
Florida
– -$66.1M -1,793,437 Closed
SFM
197
Soros Fund Management
New York
– -$3.72M -101,000 Closed
CRC
198
Curi RMB Capital
Illinois
– -$2.77M -75,000 Closed
SG Americas Securities
199
SG Americas Securities
New York
– -$705K -19,129 Closed
ZIM
200
Zacks Investment Management
Illinois
– -$597K -16,190 Closed
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8
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