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Bank of N.T. Butterfield & Son

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 29 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

32% more call options, than puts

Call options by funds: $164K | Put options by funds: $124K

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

8% more funds holding

Funds holding: 181195 (+14)

0.87% more ownership

Funds ownership: 66.62%67.5% (+0.87%)

0% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$4.67M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
73
Reduced
64
Closed
15
Calls
$164K
Puts
$124K
Net Calls
+$40K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
SBI Securities
Japan
$2.27K +$2.32K +62 New
LC
177
Lindbrook Capital
California
$2.01K
HWM
178
Hemington Wealth Management
Virginia
$2K +$674 +18 +36%
CA
179
Clearstead Advisors
Ohio
$1.9K +$37 +1 +2%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$1.86K -$1.16K -31 -38%
BBHC
181
Brown Brothers Harriman & Co
New York
$1.83K +$1.87K +50 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.68K +$374 +10 +28%
DRP
183
Decker Retirement Planning
Utah
$1.65K +$1.68K +45 New
C
184
Covestor
United Kingdom
$1K +$150 +4 +33%
RIL
185
Rothschild Investment LLC
Illinois
$914 -$561 -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 -$225 -6 -35%
SIC
190
SJS Investment Consulting
Ohio
$366 -$75 -2 -17%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$365
IA
192
IFP Advisors
Florida
$329 +$337 +9 New
GFPC
193
Global Financial Private Client
Florida
$110 +$112 +3 New
PWM
194
Parkworth Wealth Management
California
$73 +$75 +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

NTB Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q4 2024, worth a combined $1.13B — up 0.41% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NTB positions and 15 closed out — a net gain of 14 holders — while 73 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $9.56M. The largest seller was Rovida Advisors, exiting entirely with an estimated $66.1M sold.

  • 195 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $1.13B of Bank of N.T. Butterfield & Son stock for Q4 2024, up 0.41% quarter-over-quarter.
  • 29 funds opened new Bank of N.T. Butterfield & Son positions in Q4 2024 and 15 closed out, a net change of +14 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q4 2024 was UBS Group, an estimated $9.56M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q4 2024 was Rovida Advisors, an estimated $66.1M sold.

Based on aggregated 13F filings for Q4 2024.