We are live on ! Find out more
NTRS icon

Northern Trust

586 hedge funds and large institutions have $16.9B invested in Northern Trust in 2016 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

83.63% more ownership

Funds ownership: 0%83.63% (+84%)

69% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $34.7M

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

36% more capital invested

Capital invested by funds: $12.4B → $16.9B (+$4.47B)

4% more funds holding

Funds holding: 563586 (+23)

26% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 219

Holders
586
Holders Change
+23
Holders Change %
+4.09%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.23%
New
91
Increased
162
Reduced
219
Closed
57
Calls
$58.7M
Puts
$34.7M
Net Calls
+$24.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$159K +$1.51K +19 +1%
Lazard Asset Management
502
Lazard Asset Management
New York
$133K
JAM
503
Jolley Asset Management
North Carolina
$120K
Bessemer Group
504
Bessemer Group
New Jersey
$116K +$90.4K +1,138 +690%
Parallax Volatility Advisers
505
Parallax Volatility Advisers
California
$112K -$1.5M -18,912 -94%
LNB
506
Ledyard National Bank
$107K
LJHT
507
Laurie J. Hall Trustee
$100K +$88.2K +1,110 New
MFBTD
508
MB Financial Bank - Trust Department
Illinois
$98K
Creative Planning
509
Creative Planning
Kansas
$96K +$3.73K +47 +5%
CFG
510
Citizens Financial Group
Rhode Island
$89K
HRC
511
Hoertkorn Richard Charles
$89K
SIC
512
Salem Investment Counselors
North Carolina
$89K +$79.5K +1,000 New
GLI
513
Guardian Life Insurance
New York
$73K +$874 +11 +1%
BAM
514
Barrett Asset Management
New York
$71K
PFS
515
Physicians Financial Services
North Carolina
$68K
HNB
516
Huntington National Bank
Ohio
$65K
EWM
517
Evercore Wealth Management
New York
$65K +$7.63K +96 +15%
SBL
518
Sargent Bickham Lagudis
Colorado
$62K
IPC
519
Independent Portfolio Consultants
Florida
$60K
AIM
520
Assured Investment Management
New York
$57K -$789K -9,922 -94%
MFS
521
MSI Financial Services
Massachusetts
$55K +$11.8K +149 +32%
PIA
522
Piedmont Investment Advisors
North Carolina
$53.5K +$47.5K +598 +19,933%
BWP
523
Baldwin Wealth Partners
Massachusetts
$47K
AIM
524
Arcadia Investment Management
Michigan
$45K
WB
525
Webster Bank
Connecticut
$44K +$39.2K +493 New

NTRS Hedge Fund Activity: Q4 2016 in Review

586 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2016, worth a combined $16.9B — up 36% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NTRS positions and 57 closed out — a net gain of 34 holders — while 162 added to existing stakes and 219 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $259M. The largest seller was Invesco, cutting an estimated $136M.

  • 586 institutional investors held Northern Trust (NTRS) as of Q4 2016, up from 563 in Q3 2016.
  • Funds reported $16.9B of Northern Trust stock for Q4 2016, up 36% quarter-over-quarter.
  • 91 funds opened new Northern Trust positions in Q4 2016 and 57 closed out, a net change of +34 holders.
  • The largest Northern Trust buyer in Q4 2016 was Goldman Sachs, an estimated $259M added.
  • The largest Northern Trust seller in Q4 2016 was Invesco, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2016.