Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANK OF N T BUTTERFIELD & SO (NTB)

213 + Investors. Track Smart Money conviction in NTB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
9Q ▲
Buyers last Q
52%

Smart Money Signals — NTB

Based on 212 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added NTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
212 hedge funds hold NTB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

110 buying103 selling
Last quarter: 110 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 25 → 32 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
133 out of 212 hedge funds have held NTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+13% value, -2% shares)

Value
+13%
Shares
-2%
Last quarter: total value of institutional NTB holdings rose +13% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

26 → 18 → 25 → 32 → 30 new funds/Q
New funds entering each quarter: 18 → 25 → 32 → 30. A growing number of institutions are discovering NTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 213 current holders: 144 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
30 of 212 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in NTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NTB

How many hedge funds hold NTB — quarterly history vs. share price
Quarterly hedge fund ownership of NTB vs. share price

Market Analysis: NTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NTB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: NTB
2026 Q1 Stats Unlock in 20 days 213 + Investors

Track Smart Money conviction in NTB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 213 210 1.43%
13F Shares 29M 30M -2.27%
Total Value $1.44B $1.27B 13.44%
New Positions 31 32 -1
Increased Positions 80 77 +3
Closed Positions 28 16 +12
Reduced Positions 75 65 +10
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NTB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

213 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NTB. Verified SEC 13F-HR filings.

Top 25 institutional holders of NTB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JCSD Capital, LLC 4.32% 77,800 $4.1M
2 Towneley Capital Management, Inc / DE 0.30% 27,155 $1.4M
3 Seelaus Asset Management LLC 0.22% 5,775 $303K
4 Polaris Capital Management, LLC 0.20% 45,600 $2.4M
5 Redhawk Wealth Advisors, Inc. 0.16% 28,212 $1.5M
6 HARBOR CAPITAL ADVISORS, INC. 0.16% 38,175 $2K
7 Canoe Financial LP 0.04% 58,966 $3.1M
8 Y-Intercept (Hong Kong) Ltd 0.04% 35,446 $1.9M
9 RITHOLTZ WEALTH MANAGEMENT 0.02% 26,336 $1.4M
10 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 19,907 $1.0M
11 Assenagon Asset Management S.A. 0.02% 193,754 $10.2M
12 Nuveen, LLC 0.01% 906,520 $47.6M
13 TSFG, LLC 0.01% 1,414 —
14 Diversified Trust Co 0.01% 11,130 $584K
15 Pallas Capital Advisors LLC 0.01% 4,617 $242K
16 Sterling Capital Management LLC 0.01% 9,014 $473K
17 WEDBUSH SECURITIES INC 0.01% 4,877 —
18 Olistico Wealth, LLC 0.01% 200 $10K
19 Bell Investment Advisors, Inc 0.01% 615 $32K
20 Police & Firemen's Retirement System of New Jersey 0.00% 11,065 $581K
21 GAMMA Investing LLC 0.00% 1,708 $90K
22 STRS OHIO 0.00% 17,500 $918K
23 AdvisorNet Financial, Inc 0.00% 1,281 $67K
24 True Wealth Design, LLC 0.00% 208 $11K
25 Versant Capital Management, Inc 0.00% 531 $28K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BANK OF N T BUTTERFIELD & SO (NTB)

What does the Smart Money Trend signal show for NTB?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added NTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NTB?

Slight buying edge — 52% buying: Last quarter: 110 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NTB holders?

Elite ownership — 44% AUM from top-100 funds: 30 of 212 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in NTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NTB?

63% of holders stayed for 2+ years: 133 out of 212 hedge funds have held NTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.