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Northern Trust

723 hedge funds and large institutions have $15.1B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

50% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $45.9M

8% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.14B)

4% more funds holding

Funds holding: 692723 (+31)

1.98% more ownership

Funds ownership: 81.49%83.47% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 264

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
723
Holders Change
+31
Holders Change %
+4.48%
% of All Funds
10.38%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
92
Increased
245
Reduced
264
Closed
54
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Claro Advisors
Massachusetts
$878K +$53.7K +614 +7%
CRC
352
Curi RMB Capital
Illinois
$872K -$77.4K -885 -8%
WS
353
Wedbush Securities
California
$867K -$51.3K -587 -6%
SRL
354
Scientech Research LLC
New Jersey
$859K +$835K +9,546 New
YAM
355
Yacktman Asset Management
Texas
$855K
FG
356
Fiduciary Group
Georgia
$850K -$66.6K -762 -7%
USGIU
357
U.S. Global Investors (USGI)
Texas
$846K +$822K +9,400 New
PI
358
PEAK6 Investments
Illinois
$845K +$821K +9,389 New
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$838K +$488K +5,578 +68%
FCT
360
First Community Trust
Iowa
$828K
TRCT
361
Tower Research Capital (TRC)
New York
$823K -$187K -2,138 -19%
FIM
362
Fruth Investment Management
Texas
$814K -$52.5K -600 -6%
PSCM
363
Per Stirling Capital Management
Texas
$813K +$7K +80 +0.9%
I
364
InceptionR
California
$785K +$762K +8,717 New
BMC
365
Benin Management Corp
Connecticut
$784K
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$765K
RMDI
367
R.M. Davis Inc
Maine
$757K -$233K -2,662 -24%
NB
368
Norinchukin Bank
Japan
$755K +$96.9K +1,108 +15%
NIM
369
NEOS Investment Management
Connecticut
$754K +$142K +1,624 +24%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$753K +$230K +2,626 +46%
ET
371
Entropy Technologies
New York
$746K -$2.35M -26,867 -76%
SG Americas Securities
372
SG Americas Securities
New York
$740K -$1.65M -18,882 -70%
AIM
373
Achmea Investment Management
Netherlands
$740K +$313K +3,583 +77%
TIAA Trust, National Association
374
TIAA Trust, National Association
North Carolina
$729K +$254K +2,903 +56%
TI
375
Tidal Investments
Wisconsin
$718K -$13.1K -150 -2%

NTRS Hedge Fund Activity: Q3 2024 in Review

723 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2024, worth a combined $15.1B — up 8.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NTRS positions and 54 closed out — a net gain of 38 holders — while 245 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $66.2M.

  • 723 institutional investors held Northern Trust (NTRS) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $15.1B of Northern Trust stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 92 funds opened new Northern Trust positions in Q3 2024 and 54 closed out, a net change of +38 holders.
  • The largest Northern Trust buyer in Q3 2024 was Fidelity Investments, an estimated $135M added.
  • The largest Northern Trust seller in Q3 2024 was Wellington Management Group, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2024.