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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
FMLI
476
Fukoku Mutual Life Insurance
Japan
$243K
GT
477
Glenview Trust
Kentucky
$239K +$23.6K +270 +11%
PG
478
Pendal Group
Australia
$239K +$237K +2,702 New
LB
479
Legacy Bridge
Iowa
$239K
SPW
480
Sonoma Private Wealth
California
$237K +$235K +2,679 New
KAM
481
Knightsbridge Asset Management
California
$237K -$40.3K -460 -15%
NPA
482
Nichols & Pratt Advisers
Massachusetts
$237K
ICG
483
InterOcean Capital Group
Tennessee
$235K
TCWM
484
Total Clarity Wealth Management
Illinois
$234K +$231K +2,639 New
PAS
485
Park Avenue Securities
New York
$233K +$230K +2,630 New
CT
486
Caldwell Trust
Florida
$229K
PA
487
Profund Advisors
Maryland
$226K +$224K +2,557 New
CI
488
Cigna Investments
Connecticut
$226K
MAG
489
Mayfair Advisory Group
Alabama
$223K +$208K +2,370 New
PIM
490
Penobscot Investment Management
Massachusetts
$222K -$94.6K -1,080 -30%
BP
491
Ballentine Partners
Massachusetts
$222K -$21.3K -243 -9%
PK
492
Pflug Koory
Nebraska
$217K
CC
493
Centiva Capital
New York
$216K +$214K +2,440 New
LTI
494
Laffer Tengler Investments
Tennessee
$214K +$212K +2,419 New
AWM
495
Apollon Wealth Management
South Carolina
$213K -$27.7K -316 -12%
SDIC
496
South Dakota Investment Council
South Dakota
$212K -$26.3K -300 -11%
EI
497
Ellevest Inc
New York
$212K +$34.1K +389 +19%
CCA
498
Checchi Capital Advisers
California
$209K -$12.7K -145 -6%
TAM
499
Trust Asset Management
Texas
$208K
FMAEN1
500
Fund Management at Engine No 1
California
$203K +$201K +2,294 New

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.