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Northern Trust

685 hedge funds and large institutions have $15.5B invested in Northern Trust in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 234 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $20.8M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

5% more capital invested

Capital invested by funds: $14.7B → $15.5B (+$801M)

2% more funds holding

Funds holding: 674685 (+11)

0.04% more ownership

Funds ownership: 82.34%82.38% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 234

Holders
685
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
11.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
86
Increased
233
Reduced
234
Closed
64
Calls
$31.6M
Puts
$20.8M
Net Calls
+$10.7M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$1.37M +$10.8K +123 +0.8%
EMPI
277
Elo Mutual Pension Insurance
Finland
$1.36M +$39.7K +453 +3%
HA
278
Harfst & Associates
Wyoming
$1.33M +$25.4K +290 +2%
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$1.33M -$419K -4,783 -24%
AOI
280
Auto-Owners Insurance
Michigan
$1.33M +$1.31M +15,000 New
Creative Planning
281
Creative Planning
Kansas
$1.32M -$2.4M -27,380 -65%
CW
282
Connectus Wealth
Ohio
$1.32M -$242K -2,759 -16%
Bank of Nova Scotia
283
Bank of Nova Scotia
Ontario, Canada
$1.29M -$14.4M -164,843 -92%
Lido Advisors
284
Lido Advisors
California
$1.27M +$1.25M +14,296 New
Nisa Investment Advisors
285
Nisa Investment Advisors
Missouri
$1.25M -$50K -571 -4%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$1.24M +$62.3K +711 +5%
FBA
287
Front Barnett Associates
Illinois
$1.22M
HIA
288
Harvest Investment Advisors
Florida
$1.22M +$1.21M +13,769 New
FG
289
Fiduciary Group
Georgia
$1.2M
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$1.2M +$17.5K +200 +2%
CIA
291
Cascade Investment Advisors
Oregon
$1.19M -$30.2K -345 -2%
CWM
292
Compass Wealth Management
Connecticut
$1.18M +$1.17M +13,365 New
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$1.18M -$9.81K -112 -0.8%
DT
294
Diversified Trust
Tennessee
$1.17M -$185K -2,114 -14%
GC
295
Guggenheim Capital
Illinois
$1.15M +$192K +2,190 +20%
RJT
296
Raymond James Trust
Florida
$1.15M +$5.52K +63 +0.5%
PCM
297
Palisade Capital Management
New Jersey
$1.15M
BE
298
Bonness Enterprises
District of Columbia
$1.12M
CCFCSB
299
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12M -$31.2K -356 -3%
Vontobel Holding
300
Vontobel Holding
Switzerland
$1.11M +$619K +7,063 +124%

NTRS Hedge Fund Activity: Q4 2022 in Review

685 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2022, worth a combined $15.5B — up 5.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NTRS positions and 64 closed out — a net gain of 22 holders — while 233 added to existing stakes and 234 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.4M. The largest seller was Victory Capital Management, cutting an estimated $62.5M.

  • 685 institutional investors held Northern Trust (NTRS) as of Q4 2022, up from 674 in Q3 2022.
  • Funds reported $15.5B of Northern Trust stock for Q4 2022, up 5.5% quarter-over-quarter.
  • 86 funds opened new Northern Trust positions in Q4 2022 and 64 closed out, a net change of +22 holders.
  • The largest Northern Trust buyer in Q4 2022 was Morgan Stanley, an estimated $60.4M added.
  • The largest Northern Trust seller in Q4 2022 was Victory Capital Management, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2022.