Northern Trust
NTRS
612 hedge funds and large institutions have $13.5B invested in Northern Trust in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 44 closing their positions.
146% more call options, than puts
Call options by funds: $47.1M | Put options by funds: $19.2M
64% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 44
4% more funds holding
Funds holding: 588 → 612 (+24)
4% more capital invested
Capital invested by funds: $13.1B → $13.5B (+$481M)
1.03% less ownership
Funds ownership: 83.01% → 81.98% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 235
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$278M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$142M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$52.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$51.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$684M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$61.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$57.9M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$51.8M |
NTRS Hedge Fund Activity: Q2 2020 in Review
612 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2020, worth a combined $13.5B — up 3.7% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new NTRS positions and 44 closed out — a net gain of 28 holders — while 186 added to existing stakes and 235 trimmed.
The largest buyer was Vanguard Group, adding an estimated $278M. The largest seller was Wellington Management Group, cutting an estimated $684M.
- 612 institutional investors held Northern Trust (NTRS) as of Q2 2020, up from 588 in Q1 2020.
- Funds reported $13.5B of Northern Trust stock for Q2 2020, up 3.7% quarter-over-quarter.
- 72 funds opened new Northern Trust positions in Q2 2020 and 44 closed out, a net change of +28 holders.
- The largest Northern Trust buyer in Q2 2020 was Vanguard Group, an estimated $278M added.
- The largest Northern Trust seller in Q2 2020 was Wellington Management Group, an estimated $684M sold.
Based on aggregated 13F filings for Q2 2020.