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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
BHCM
451
Brevan Howard Capital Management
Jersey
$387K +$376K +4,303 New
LOPW
452
Live Oak Private Wealth
North Carolina
$383K
BFM
453
Boothbay Fund Management
New York
$382K +$371K +4,248 New
FA
454
Faithward Advisors
Pennsylvania
$374K
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$372K
XT
456
XTX Topco
Cayman Islands
$372K +$361K +4,127 New
JWS
457
Juncture Wealth Strategies
Arizona
$370K +$39.3K +450 +12%
PWP
458
Private Wealth Partners
California
$369K
EF
459
Empowered Funds
Pennsylvania
$369K +$25.6K +293 +8%
T
460
TOBAM
France
$367K -$25.9K -296 -7%
AA
461
ALPS Advisors
Colorado
$360K +$350K +4,000 New
AIM
462
Aquila Investment Management
New York
$360K +$350K +4,000 New
SAM
463
Shell Asset Management
Netherlands
$360K +$350K +3,998 New
OAM
464
Ostrum Asset Management
France
$360K +$4.28K +49 +1%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$358K -$8.83K -101 -2%
P
466
&Partners
Tennessee
$358K +$72K +823 +26%
BFG
467
Beacon Financial Group
Texas
$354K -$22.3K -255 -6%
AFG
468
Argent Financial Group
Louisiana
$346K +$336K +3,841 New
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$340K -$323K -3,691 -49%
HTIM
470
Harbour Trust & Investment Management
Indiana
$335K -$72.6K -830 -18%
Fayez Sarofim & Co
471
Fayez Sarofim & Co
Texas
$325K
MPM
472
MBB Public Markets
Illinois
$324K -$1.02M -11,715 -76%
GI
473
GAMMA Investing
California
$323K +$61.1K +699 +24%
MML Investors Services
474
MML Investors Services
Massachusetts
$316K -$13.2K -151 -4%
OA
475
Oceanside Advisors
South Carolina
$315K

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.