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Northern Trust

660 hedge funds and large institutions have $15.2B invested in Northern Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 240 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-21
Holders Change %
-3.08%
% of All Funds
10.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
240
Reduced
224
Closed
59
Calls
$34.6M
Puts
$24.2M
Net Calls
+$10.5M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
351
CWS Financial Advisors
Michigan
$647K -$55.2K -626 -8%
Walleye Trading
352
Walleye Trading
New York
$647K -$902K -10,235 -58%
P
353
Pitcairn
Pennsylvania
$638K
OIM
354
Opus Investment Management
Massachusetts
$635K
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$609K +$26.4K +299 +5%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$604K -$6K -68 -1%
CIC
357
Carnegie Investment Counsel
Ohio
$603K -$5.73K -65 -0.9%
PWP
358
Private Wealth Partners
California
$599K +$599K +6,800 New
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$595K +$268K +3,037 +82%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$593K +$16.5K +187 +3%
BFO
361
Boston Family Office
Massachusetts
$584K
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$577K +$1.76K +20 +0.3%
UB
363
UMB Bank
Missouri
$575K -$15.4K -175 -3%
BBVA
364
Banco Bilbao Vizcaya Argentaria
Spain
$560K +$102K +1,157 +22%
EMG
365
ETF Managers Group
New Jersey
$555K +$8.28K +94 +2%
BCM
366
Brookstone Capital Management
Illinois
$553K +$115K +1,345 +26%
API
367
Advisor Partners II
California
$552K +$59.1K +671 +12%
VIA
368
Vident Investment Advisory
Georgia
$549K +$103K +1,172 +23%
Wealthfront Advisers
369
Wealthfront Advisers
California
$544K +$68K +772 +14%
SAM
370
Shell Asset Management
Netherlands
$543K
PAM
371
Palisade Asset Management
Minnesota
$525K -$3.53K -40 -0.7%
PC
372
Port Capital
Illinois
$519K -$1.94K -22 -0.4%
SSWM
373
Smith Salley Wealth Management
North Carolina
$514K -$6.79K -77 -1%
GAG
374
GM Advisory Group
New York
$512K
CAM
375
Cresset Asset Management
Illinois
$512K -$119K -1,341 -19%