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Northern Trust

569 hedge funds and large institutions have $16.5B invested in Northern Trust in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $30.4M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 83.63%83.16% (-0.48%)

2% less capital invested

Capital invested by funds: $16.9B → $16.5B (-$347M)

3% less funds holding

Funds holding: 586569 (-17)

17% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 59

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
569
Holders Change
-17
Holders Change %
-2.9%
% of All Funds
14.16%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
49
Increased
178
Reduced
220
Closed
59
Calls
$37.7M
Puts
$30.4M
Net Calls
+$7.38M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$120M -$74.1M -852,530 -38%
SCA
27
Southpoint Capital Advisors
New York
$104M +$17.4M +200,000 +20%
CIP
28
Champlain Investment Partners
Vermont
$103M +$6.36M +73,200 +7%
Legal & General Group
29
Legal & General Group
United Kingdom
$91.9M +$3.05M +35,029 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$90.4M +$29.9M +343,687 +49%
CIM
31
Confluence Investment Management
Missouri
$89.1M +$1.09M +12,540 +1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$86.8M -$731K -8,404 -0.8%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$86.3M +$32.3M +371,920 +59%
Victory Capital Management
34
Victory Capital Management
Texas
$84.5M -$3.58M -41,193 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$81.9M +$12.1M +138,697 +17%
GI
36
GAMCO Investors
Connecticut
$81M -$3.99M -45,916 -5%
Bank of America
37
Bank of America
North Carolina
$68.4M -$1.8M -20,667 -3%
William Blair & Company
38
William Blair & Company
Illinois
$66.9M -$423K -4,865 -0.6%
NI
39
Nuance Investments
Missouri
$66.1M +$10.1M +116,725 +18%
EVM
40
Eaton Vance Management
Massachusetts
$65M +$42.8K +492 +0.1%
HFS
41
HL Financial Services
Kentucky
$59.8M +$1.15M +13,241 +2%
TA
42
Teachers Advisors
New York
$59M +$11.8M +136,130 +25%
CIC
43
Crawford Investment Counsel
Georgia
$58.6M -$311K -3,576 -0.5%
TCIM
44
TIAA CREF Investment Management
New York
$57.9M +$4.76M +54,748 +9%
Charles Schwab
45
Charles Schwab
California
$56.2M +$2.98M +34,263 +6%
Norges Bank
46
Norges Bank
Norway
$56.1M +$33.8M +388,738 +150%
Ninety One (UK)
47
Ninety One (UK)
United Kingdom
$55.1M +$2.08M +23,968 +4%
CRM
48
Cramer Rosenthal McGlynn
Connecticut
$53.3M -$24.8M -285,280 -32%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$52.4M +$1.67M +19,260 +3%
UBS AM
50
UBS AM
Illinois
$51.9M +$4.09M +47,069 +9%

NTRS Hedge Fund Activity: Q1 2017 in Review

569 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q1 2017, worth a combined $16.5B — down 2.1% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of NTRS and 49 opened new positions — a net loss of 10 holders — while 220 trimmed existing stakes and 178 added.

The largest buyer was BlackRock, adding an estimated $1.11B. The largest seller was T. Rowe Price Associates, cutting an estimated $131M.

  • 569 institutional investors held Northern Trust (NTRS) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $16.5B of Northern Trust stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 49 funds opened new Northern Trust positions in Q1 2017 and 59 closed out, a net change of -10 holders.
  • The largest Northern Trust buyer in Q1 2017 was BlackRock, an estimated $1.11B added.
  • The largest Northern Trust seller in Q1 2017 was T. Rowe Price Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2017.