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Northern Trust

660 hedge funds and large institutions have $12.7B invested in Northern Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
Holders Change %
0%
% of All Funds
10.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
71
Increased
225
Reduced
229
Closed
70
Calls
$40.7M
Puts
$26.3M
Net Calls
+$14.4M
Net Calls Change
+$3.89M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
351
Vestor Capital
Illinois
$578K
Vontobel Holding
352
Vontobel Holding
Switzerland
$575K -$322K -4,340 -36%
DT
353
Diversified Trust
Tennessee
$568K -$23.2K -313 -4%
Lido Advisors
354
Lido Advisors
California
$558K -$18.7K -252 -3%
SG
355
Somerset Group
Minnesota
$556K
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$554K +$4.67K +63 +0.8%
BCM
357
Brookstone Capital Management
Illinois
$551K +$71.7K +965 +15%
P
358
Pitcairn
Pennsylvania
$536K -$816 -11 -0.2%
OIM
359
Opus Investment Management
Massachusetts
$534K
CFA
360
CWS Financial Advisors
Michigan
$530K -$14.5K -195 -3%
CIC
361
Carnegie Investment Counsel
Ohio
$507K
ONB
362
Old National Bancorp
Indiana
$505K -$65.8K -887 -12%
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$500K -$12.8K -172 -2%
CA
364
Claro Advisors
Massachusetts
$499K +$76.7K +1,035 +18%
Assenagon Asset Management
365
Assenagon Asset Management
Luxembourg
$494K -$1.39M -18,743 -74%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$491K -$7.93K -107 -2%
BFO
367
Boston Family Office
Massachusetts
$490K
PWP
368
Private Wealth Partners
California
$489K -$14.8K -200 -3%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$487K +$1.48K +20 +0.3%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$481K +$9.64K +130 +2%
EF
371
Empirical Finance
Pennsylvania
$480K +$53.2K +717 +12%
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$479K -$29.4K -396 -6%
SL
373
Sonnipe Ltd
Isle Of Man
$467K -$127K -1,708 -21%
WS
374
Wedbush Securities
California
$464K +$44.3K +598 +11%
UB
375
UMB Bank
Missouri
$454K -$29.7K -400 -6%