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Bank of N.T. Butterfield & Son

147 hedge funds and large institutions have $1.21B invested in Bank of N.T. Butterfield & Son in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more funds holding

Funds holding: 135147 (+12)

0.72% less ownership

Funds ownership: 69.59%68.87% (-0.72%)

9% less capital invested

Capital invested by funds: $1.33B → $1.21B (-$115M)

42% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 60

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
23
Increased
35
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$147M +$3.59M +94,859 +2%
BlackRock
2
BlackRock
New York
$91.9M -$3.8M -100,317 -4%
GPGA
3
Grandeur Peak Global Advisors
Utah
$82.5M +$5.1M +134,784 +6%
Capital World Investors
4
Capital World Investors
California
$74.7M +$5.93M +156,723 +8%
RA
5
Rovida Advisors
Florida
$71.1M
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$65.1M -$1.69M -44,710 -2%
Macquarie Group
7
Macquarie Group
Australia
$57.9M -$907K -23,966 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$57.4M +$3.12M +82,474 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$36.1M -$732K -19,335 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.1M -$1.76M -46,583 -5%
RA
11
Royce & Associates
New York
$32.9M +$4.08M +107,893 +13%
Invesco
12
Invesco
Georgia
$31.3M -$7.76M -205,002 -19%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$29.9M +$1.41M +37,236 +5%
N
14
Nuveen
North Carolina
$28.9M -$1.88M -49,807 -6%
VNIM
15
Vaughan Nelson Investment Management
Texas
$26.8M +$3.1M +82,046 +12%
State Street
16
State Street
Massachusetts
$25.1M -$4.24M -111,988 -14%
Norges Bank
17
Norges Bank
Norway
$18.7M -$217K -5,728 -1%
MNG
18
Manning & Napier Group
New York
$16.9M -$575K -15,195 -3%
Northern Trust
19
Northern Trust
Illinois
$16.4M -$570K -15,054 -3%
Vanguard Group
20
Vanguard Group
Pennsylvania
$14.2M -$1.92M -50,872 -11%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$14.1M +$338K +8,941 +2%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$13.8M -$5.62M -148,587 -28%
SI
23
Sapience Investments
California
$13.6M -$1.97M -52,110 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.2M -$2.79M -73,608 -17%
PPA
25
Parametric Portfolio Associates
Washington
$11.2M +$597K +15,781 +5%

NTB Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q2 2021, worth a combined $1.21B — down 8.7% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NTB positions and 11 closed out — a net gain of 12 holders — while 35 added to existing stakes and 60 trimmed.

The largest buyer was Capital World Investors, adding an estimated $5.93M. The largest seller was Invesco, cutting an estimated $7.76M.

  • 147 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q2 2021, up from 135 in Q1 2021.
  • Funds reported $1.21B of Bank of N.T. Butterfield & Son stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 23 funds opened new Bank of N.T. Butterfield & Son positions in Q2 2021 and 11 closed out, a net change of +12 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q2 2021 was Capital World Investors, an estimated $5.93M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q2 2021 was Invesco, an estimated $7.76M sold.

Based on aggregated 13F filings for Q2 2021.