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Bank of N.T. Butterfield & Son

148 hedge funds and large institutions have $1.17B invested in Bank of N.T. Butterfield & Son in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.1% less ownership

Funds ownership: 72.48%72.39% (-0.1%)

3% less funds holding

Funds holding: 153148 (-5)

13% less capital invested

Capital invested by funds: $1.35B → $1.17B (-$178M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
23
Increased
56
Reduced
48
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$98.7M -$261K -8,586 -0.3%
BlackRock
2
BlackRock
New York
$80.8M +$3.03M +99,872 +4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$77.9M +$21.2M +698,250 +36%
RA
4
Rovida Advisors
Florida
$59.4M
SCA
5
Southpoint Capital Advisors
New York
$59.3M
NIMC
6
NWQ Investment Management Company
California
$47.3M -$9.45M -311,289 -16%
Capital World Investors
7
Capital World Investors
California
$46.3M -$36.2M -1,194,422 -43%
RJA
8
Raymond James & Associates
Florida
$40.6M +$6.4M +210,823 +18%
GPGA
9
Grandeur Peak Global Advisors
Utah
$30.8M +$431K +14,199 +1%
Wells Fargo
10
Wells Fargo
California
$29.4M +$7.35M +242,213 +32%
N
11
Nuveen
North Carolina
$28.7M +$1.77M +58,269 +6%
Macquarie Group
12
Macquarie Group
Australia
$28.4M +$3.47M +114,298 +14%
State Street
13
State Street
Massachusetts
$28.1M +$89.7K +2,955 +0.3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$27.6M +$1.96M +64,472 +7%
Vanguard Group
15
Vanguard Group
Pennsylvania
$25.8M -$2.76M -90,865 -9%
MNG
16
Manning & Napier Group
New York
$25.7M +$3.79M +124,908 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.8M +$2.03M +66,993 +10%
Invesco
18
Invesco
Georgia
$22M +$3.52M +115,984 +19%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$21.7M -$1.77M -58,182 -7%
Norges Bank
20
Norges Bank
Norway
$20.4M +$115K +3,800 +0.6%
Northern Trust
21
Northern Trust
Illinois
$20.2M -$47.1K -1,553 -0.2%
SI
22
Sapience Investments
California
$18.6M +$5.55M +183,014 +41%
VNIM
23
Vaughan Nelson Investment Management
Texas
$18.6M -$3.33M -109,890 -15%
HCM
24
Hahn Capital Management
California
$15.6M +$15.9M +524,787 New
Ameriprise
25
Ameriprise
Minnesota
$13M -$4.4M -145,113 -29%

NTB Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q3 2019, worth a combined $1.17B — down 13% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NTB and 23 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $21.2M. The largest seller was Capital World Investors, cutting an estimated $36.2M.

  • 148 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q3 2019, down from 153 in Q2 2019.
  • Funds reported $1.17B of Bank of N.T. Butterfield & Son stock for Q3 2019, down 13% quarter-over-quarter.
  • 23 funds opened new Bank of N.T. Butterfield & Son positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $21.2M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q3 2019 was Capital World Investors, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2019.