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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 %
BFS
401
Bradley Foster & Sargent
Connecticut
$423K +$11.5K +130 +3%
AIMCA
402
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423K +$423K +4,800 New
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$423K -$253K -2,867 -37%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$416K +$22.8K +259 +6%
VI
405
Vestcor Inc
New Brunswick, Canada
$411K -$3K -34 -0.7%
NA
406
NewEdge Advisors
Louisiana
$410K -$168K -1,907 -29%
9WM
407
9258 Wealth Management
Ohio
$409K +$50.9K +578 +14%
IIC
408
Ironwood Investment Counsel
Arizona
$405K -$176 -2 -0%
WF
409
Welch & Forbes
Massachusetts
$400K
AWA
410
Arete Wealth Advisors
Illinois
$393K
DADC
411
D.A. Davidson & Co
Montana
$390K +$390K +4,422 New
SYBT
412
Stock Yards Bank & Trust
Kentucky
$377K -$40.5K -460 -10%
OAM
413
Ostrum Asset Management
France
$376K +$376K +4,262 New
Fayez Sarofim & Co
414
Fayez Sarofim & Co
Texas
$371K +$6.61K +75 +2%
LOPW
415
Live Oak Private Wealth
North Carolina
$371K
CAN
416
Cetera Advisor Networks
California
$365K -$67.9K -770 -16%
LCM
417
Liberty Capital Management
Michigan
$365K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$364K
CCM
419
Coldstream Capital Management
Washington
$351K +$11K +125 +3%
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
$351K +$351K +3,986 New
IC
421
IEQ Capital
California
$350K +$66.3K +752 +23%
ATC
422
Argent Trust Co
Tennessee
$349K -$3.09K -35 -0.9%
FWM
423
FFT Wealth Management
Pennsylvania
$345K +$18.8K +213 +6%
TMAM
424
Tokio Marine Asset Management
Japan
$340K +$23.2K +263 +7%
BIM
425
Barton Investment Management
Pennsylvania
$339K