Northern Trust
NTRS
671 hedge funds and large institutions have $14.6B invested in Northern Trust in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 209 increasing their positions, 251 reducing their positions, and 62 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
63% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 62
25% more capital invested
Capital invested by funds: $11.7B → $14.6B (+$2.89B)
5% more funds holding
Funds holding: 642 → 671 (+29)
2.13% more ownership
Funds ownership: 81.38% → 83.51% (+2.1%)
2% less call options, than puts
Call options by funds: $50.4M | Put options by funds: $51.3M
17% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 251
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$250M |
| 2 |
Morgan Stanley
New York
|
+$180M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$115M |
| 4 |
Goldman Sachs
New York
|
+$109M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$289M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$100M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$63M |
| 4 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
-$44.6M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$37M |
NTRS Hedge Fund Activity: Q4 2023 in Review
671 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2023, worth a combined $14.6B — up 25% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new NTRS positions and 62 closed out — a net gain of 39 holders — while 209 added to existing stakes and 251 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $289M.
- 671 institutional investors held Northern Trust (NTRS) as of Q4 2023, up from 642 in Q3 2023.
- Funds reported $14.6B of Northern Trust stock for Q4 2023, up 25% quarter-over-quarter.
- 101 funds opened new Northern Trust positions in Q4 2023 and 62 closed out, a net change of +39 holders.
- The largest Northern Trust buyer in Q4 2023 was Wellington Management Group, an estimated $250M added.
- The largest Northern Trust seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $289M sold.
Based on aggregated 13F filings for Q4 2023.