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Bank of N.T. Butterfield & Son

160 hedge funds and large institutions have $918M invested in Bank of N.T. Butterfield & Son in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $323K | Put options by funds: $160K

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

0.43% less ownership

Funds ownership: 68.01%67.58% (-0.43%)

2% less funds holding

Funds holding: 164160 (-4)

7% less capital invested

Capital invested by funds: $990M → $918M (-$72M)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
160
Holders Change
-4
Holders Change %
-2.44%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
66
Reduced
46
Closed
25
Calls
$323K
Puts
$160K
Net Calls
+$163K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$88M -$319K -9,981 -0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73.4M -$31.9K -1,000 -0%
BlackRock
3
BlackRock
New York
$68.9M -$31.5K -986 -0%
Capital World Investors
4
Capital World Investors
California
$57.9M -$23.4M -732,459 -25%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$50.3M +$1.7M +53,250 +3%
RA
6
Rovida Advisors
Florida
$48.4M
Macquarie Group
7
Macquarie Group
Australia
$41.7M +$95.2K +2,981 +0.2%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$32.3M +$11.6M +362,418 +43%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.4M +$5.33M +166,895 +17%
RA
10
Royce & Associates
New York
$28.6M +$4.23M +132,592 +14%
N
11
Nuveen
North Carolina
$28.3M +$8.84M +277,085 +36%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$28.2M +$3.32M +104,131 +11%
Millennium Management
13
Millennium Management
New York
$24.6M +$19.3M +604,738 +196%
State Street
14
State Street
Massachusetts
$20.8M +$74K +2,317 +0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$19.1M +$7.7M +241,215 +52%
Invesco
16
Invesco
Georgia
$18.8M +$78.6K +2,463 +0.4%
Vanguard Group
17
Vanguard Group
Pennsylvania
$17.3M +$2.17M +67,934 +12%
Citadel Advisors
18
Citadel Advisors
Florida
$13.6M +$11M +344,604 +215%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.8M +$801K +25,094 +6%
Victory Capital Management
20
Victory Capital Management
Texas
$12.7M -$2.58M -80,821 -15%
Norges Bank
21
Norges Bank
Norway
$11.8M -$684K -21,429 -5%
Goldman Sachs
22
Goldman Sachs
New York
$11.3M +$9.06M +283,924 +211%
GPGA
23
Grandeur Peak Global Advisors
Utah
$10.9M -$63.6M -1,993,682 -83%
VNIM
24
Vaughan Nelson Investment Management
Texas
$10.7M -$4.6M -144,013 -27%
Northern Trust
25
Northern Trust
Illinois
$10.6M -$384K -12,027 -3%

NTB Hedge Fund Activity: Q1 2023 in Review

160 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q1 2023, worth a combined $918M — down 7.3% from $990M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NTB and 22 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 66 added.

The largest buyer was Millennium Management, adding an estimated $19.3M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $63.6M.

  • 160 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q1 2023, down from 164 in Q4 2022.
  • Funds reported $918M of Bank of N.T. Butterfield & Son stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 22 funds opened new Bank of N.T. Butterfield & Son positions in Q1 2023 and 25 closed out, a net change of -3 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q1 2023 was Millennium Management, an estimated $19.3M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q1 2023 was Grandeur Peak Global Advisors, an estimated $63.6M sold.

Based on aggregated 13F filings for Q1 2023.