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Northern Trust

520 hedge funds and large institutions have $15.4B invested in Northern Trust in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $8.33M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

15% more capital invested

Capital invested by funds: $13.4B → $15.4B (+$2.01B)

3% more funds holding

Funds holding: 507520 (+13)

26% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 200

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
520
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
148
Reduced
200
Closed
33
Calls
$16.8M
Puts
$8.33M
Net Calls
+$8.5M
Net Calls Change
+$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
501
Cable Hill Partners
Oregon
$9K +$9.05K +136 New
FANJ
502
Financial Architects (New Jersey)
New Jersey
$9K +$9.31K +140 New
AF
503
Arrow Financial
New York
$8K
WT
504
Whittier Trust
California
$7K
CAW
505
Cornerstone Advisors (Washington)
Washington
$6K
LWM
506
LBA Wealth Management
Florida
$6K
OC
507
Oakworth Capital
Alabama
$5K
AP
508
Atwood & Palmer
Missouri
$4K -$27.7K -417 -89%
PMFA
509
Plante Moran Financial Advisors
Michigan
$4K
WEC
510
Winslow Evans & Crocker
Massachusetts
$3.1K
AC
511
Alexandria Capital
Virginia
$3K
BRWM
512
B. Riley Wealth Management
Tennessee
$3K +$2.99K +45 New
ST
513
Spot Trading
Illinois
$2K -$2.06K -31 -52%
ACS
514
Archford Capital Strategies
Illinois
$2K
CAL
515
Capital Advisors Ltd
Ohio
$2K
TFO
516
Tarbox Family Office
California
$2K
RIA
517
Regal Investment Advisors
Michigan
$1K -$17.6K -264 -94%
TWA
518
TCI Wealth Advisors
Arizona
$1K
RC
519
RegentAtlantic Capital
New Jersey
$695 +$665 +10 New
SC
520
Samlyn Capital
New York
-$50.7M -745,453 Closed
O
521
OppenheimerFunds
New York
-$43.1M -633,320 Closed
PG
522
PEAK6 Group
Illinois
-$28.7M -430,900 Closed
BCM
523
BlueMar Capital Management
Florida
-$6.57M -96,600 Closed
BACM
524
Blue Arrow Capital Management
New York
-$6.05M -88,866 Closed
FG
525
FSI Group
Ohio
-$3.06M -45,000 Closed

NTRS Hedge Fund Activity: Q4 2014 in Review

520 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2014, worth a combined $15.4B — up 15% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NTRS positions and 33 closed out — a net gain of 21 holders — while 148 added to existing stakes and 200 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $94.5M. The largest seller was Artisan Partners, cutting an estimated $79.4M.

  • 520 institutional investors held Northern Trust (NTRS) as of Q4 2014, up from 507 in Q3 2014.
  • Funds reported $15.4B of Northern Trust stock for Q4 2014, up 15% quarter-over-quarter.
  • 54 funds opened new Northern Trust positions in Q4 2014 and 33 closed out, a net change of +21 holders.
  • The largest Northern Trust buyer in Q4 2014 was Victory Capital Management, an estimated $94.5M added.
  • The largest Northern Trust seller in Q4 2014 was Artisan Partners, an estimated $79.4M sold.

Based on aggregated 13F filings for Q4 2014.