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Northern Trust

723 hedge funds and large institutions have $15.1B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

50% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $45.9M

8% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.14B)

4% more funds holding

Funds holding: 692723 (+31)

1.98% more ownership

Funds ownership: 81.49%83.47% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 264

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
723
Holders Change
+31
Holders Change %
+4.48%
% of All Funds
10.38%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
92
Increased
245
Reduced
264
Closed
54
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
501
Bahl & Gaynor
Ohio
$279K -$8.74K -100 -3%
AI
502
Atria Investments
North Carolina
$278K -$96.8K -1,107 -26%
MAS
503
Meeder Advisory Services
Ohio
$277K +$269K +3,078 New
MC
504
Machina Capital
France
$277K +$269K +3,077 New
WG
505
Welch Group
Alabama
$276K
CCMG
506
Clark Capital Management Group
Pennsylvania
$272K
LC
507
Lincoln Capital
Nebraska
$270K -$2.01K -23 -0.8%
WEG
508
World Equity Group
Illinois
$270K
FNA
509
First National Advisers
Nebraska
$266K +$8.74K +100 +4%
HWM
510
HB Wealth Management
Georgia
$265K -$3.23K -37 -1%
HTC
511
Haverford Trust Company
Pennsylvania
$261K +$14.3K +163 +6%
JCIA
512
Jackson Creek Investment Advisors
Colorado
$260K -$5.25K -60 -2%
GAM
513
Groupama Asset Management
France
$259K +$334K +3,822 +114%
PWP
514
Perfromance Wealth Partners
Illinois
$256K -$350 -4 -0.1%
Wolverine Trading
515
Wolverine Trading
Illinois
$249K +$242K +2,765 New
WF
516
Welch & Forbes
Massachusetts
$248K
FMLI
517
Fukoku Mutual Life Insurance
Japan
$248K
QIM
518
Quantitative Investment Management
Virginia
$247K +$241K +2,751 New
HI
519
Horizon Investments
North Carolina
$246K -$25K -286 -9%
JF
520
Jump Financial
Illinois
$243K -$1.65M -18,917 -87%
LB
521
Legacy Bridge
Iowa
$243K
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$242K
OAM
523
Oppenheimer Asset Management
New York
$241K -$966K -11,045 -80%
MSWM
524
Mowery & Schoenfeld Wealth Management
Illinois
$239K -$9.79K -112 -4%
BTI
525
Blue Trust Inc
Georgia
$238K +$143K +1,635 +136%

NTRS Hedge Fund Activity: Q3 2024 in Review

723 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2024, worth a combined $15.1B — up 8.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NTRS positions and 54 closed out — a net gain of 38 holders — while 245 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $66.2M.

  • 723 institutional investors held Northern Trust (NTRS) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $15.1B of Northern Trust stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 92 funds opened new Northern Trust positions in Q3 2024 and 54 closed out, a net change of +38 holders.
  • The largest Northern Trust buyer in Q3 2024 was Fidelity Investments, an estimated $135M added.
  • The largest Northern Trust seller in Q3 2024 was Wellington Management Group, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2024.