We are live on ! Find out more
NTRS icon

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
Capstone Investment Advisors
501
Capstone Investment Advisors
New York
$202K +$200K +2,284 New
CTB
502
Country Trust Bank
Illinois
$195K
BC
503
Barrett & Company
Rhode Island
$177K
S
504
SignatureFD
Georgia
$165K -$18.7K -214 -10%
BTI
505
Blue Trust Inc
Georgia
$161K +$17.5K +200 +12%
FHA
506
First Horizon Advisors
Tennessee
$160K -$113K -1,286 -42%
NA
507
NewEdge Advisors
Louisiana
$160K -$62.7K -716 -10%
CA
508
Clearstead Advisors
Ohio
$159K -$16.6K -189 -10%
BFEC
509
Benjamin F. Edwards & Company
Missouri
$150K +$11.1K +127 +8%
HNB
510
Huntington National Bank
Ohio
$148K -$12.3K -140 -8%
GCM
511
Gables Capital Management
Florida
$142K -$24.5K -280 -15%
QCG
512
Quadrant Capital Group
Ohio
$141K -$9.37K -107 -6%
CBT
513
CoreFirst Bank & Trust
Kansas
$135K
T
514
TOBAM
France
$132K +$39.3K +449 +43%
CSPAM
515
Cary Street Partners Asset Management
Virginia
$129K +$10.6K +121 +9%
SIM
516
Sentry Investment Management
Wisconsin
$122K +$6.04K +69 +5%
SAM
517
Sycomore Asset Management
France
$120K
SCA
518
Stonebridge Capital Advisors
Minnesota
$117K -$613 -7 -0.5%
Dimensional Fund Advisors
519
Dimensional Fund Advisors
Texas
$117K +$2.56M +29,194 +2%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$116K +$5.08K +58 +5%
FFC
521
First Financial Corp
Indiana
$115K
CLOS
522
Compagnie Lombard Odier SCmA
Switzerland
$115K +$114K +1,300 New
Canada Pension Plan Investment Board
523
Canada Pension Plan Investment Board
Ontario, Canada
$106K
WT
524
Whittier Trust
California
$105K
SAM
525
S.A. Mason
Michigan
$102K

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.