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Northern Trust

685 hedge funds and large institutions have $15.5B invested in Northern Trust in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 234 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $20.8M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

5% more capital invested

Capital invested by funds: $14.7B → $15.5B (+$801M)

2% more funds holding

Funds holding: 674685 (+11)

0.04% more ownership

Funds ownership: 82.34%82.38% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 234

Holders
685
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
11.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
86
Increased
233
Reduced
234
Closed
64
Calls
$31.6M
Puts
$20.8M
Net Calls
+$10.7M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$104M -$1.12M -12,770 -1%
CIM
27
Confluence Investment Management
Missouri
$103M +$2.28M +26,063 +2%
BTW
28
Boston Trust Walden
Massachusetts
$96.6M +$4.79M +54,664 +5%
UBS AM
29
UBS AM
Illinois
$94.2M -$4.49M -51,217 -5%
Amundi
30
Amundi
France
$86.2M +$2.21M +25,260 +3%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$77.9M +$378K +4,319 +0.5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$74.3M -$13.3M -152,132 -15%
CIC
33
Crawford Investment Counsel
Georgia
$71.5M +$12.1M +138,140 +21%
N
34
Nuveen
North Carolina
$58.9M -$5.91M -67,501 -9%
Cerity Partners
35
Cerity Partners
New York
$52.3M -$9.25M -105,567 -15%
Artisan Partners
36
Artisan Partners
Wisconsin
$51.8M -$4.07M -46,457 -7%
PCM
37
Polaris Capital Management
Massachusetts
$47.9M +$47.4M +540,900 New
GT
38
Glenmede Trust
Pennsylvania
$47.6M -$1.09M -12,437 -2%
PCA
39
Personal Capital Advisors
California
$45.4M +$1.04M +11,928 +2%
MPI
40
Mairs & Power Inc
Minnesota
$45.2M -$11M -125,143 -20%
Deutsche Bank
41
Deutsche Bank
Germany
$45M -$5.48M -62,572 -11%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$42.3M +$2.71M +30,952 +7%
SEI Investments
43
SEI Investments
Pennsylvania
$41.8M +$4.53M +51,747 +12%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$41.6M -$27.3K -312 -0.1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$40.9M -$17.5M -199,517 -30%
Macquarie Group
46
Macquarie Group
Australia
$40.3M +$2.68M +30,639 +7%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$40.1M -$935K -10,680 -2%
IIM
48
INTECH Investment Management
Florida
$39.9M -$5.36M -61,202 -12%
Victory Capital Management
49
Victory Capital Management
Texas
$38.6M -$62.5M -713,706 -62%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$36.8M -$1.21M -13,805 -3%

NTRS Hedge Fund Activity: Q4 2022 in Review

685 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2022, worth a combined $15.5B — up 5.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NTRS positions and 64 closed out — a net gain of 22 holders — while 233 added to existing stakes and 234 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.4M. The largest seller was Victory Capital Management, cutting an estimated $62.5M.

  • 685 institutional investors held Northern Trust (NTRS) as of Q4 2022, up from 674 in Q3 2022.
  • Funds reported $15.5B of Northern Trust stock for Q4 2022, up 5.5% quarter-over-quarter.
  • 86 funds opened new Northern Trust positions in Q4 2022 and 64 closed out, a net change of +22 holders.
  • The largest Northern Trust buyer in Q4 2022 was Morgan Stanley, an estimated $60.4M added.
  • The largest Northern Trust seller in Q4 2022 was Victory Capital Management, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2022.