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Northern Trust

563 hedge funds and large institutions have $12.3B invested in Northern Trust in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 550563 (+13)

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$367M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 190

4% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $22.7M

Holders
563
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
15.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
58
Increased
189
Reduced
190
Closed
41
Calls
$21.8M
Puts
$22.7M
Net Calls
-$885K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
526
MYCIO Wealth Partners
Pennsylvania
$20K
OSNBOA
527
Old Second National Bank of Aurora
Illinois
$20K
SIM
528
Sonora Investment Management
Arizona
$19.9K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$19K -$9.26M -132,955 -100%
GAM
530
Gemmer Asset Management
California
$18K
FCM
531
Frontier Capital Management
Massachusetts
$17K -$4.67K -67 -21%
CFA
532
Carroll Financial Associates
North Carolina
$17K
ZB
533
Zions Bancorporation
Utah
$14K
GBBWRPM
534
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13K
FHA
535
First Horizon Advisors
Tennessee
$12K -$28.5K -410 -70%
SNT
536
Security National Trust
West Virginia
$12K +$12.5K +180 New
CHP
537
Cable Hill Partners
Oregon
$9K
BFEC
538
Benjamin F. Edwards & Company
Missouri
$9K +$4.67K +67 +100%
AF
539
Arrow Financial
New York
$8K
CAW
540
Cornerstone Advisors (Washington)
Washington
$8K
IWMPD
541
Integrated Wealth Management (Palm Desert)
California
$7K
MWM
542
MinichMacGregor Wealth Management
New York
$7K
WT
543
Whittier Trust
California
$7K
PHK
544
Point72 Hong Kong
Hong Kong
$7K +$6.96K +100 New
ATC
545
Adirondack Trust Company
New York
$5K
BBHC
546
Brown Brothers Harriman & Co
New York
$5K +$5.22K +75 New
PMFA
547
Plante Moran Financial Advisors
Michigan
$4K
BL
548
Balentine LLC
Georgia
$4K +$3.97K +57 New
ACS
549
Archford Capital Strategies
Illinois
$4K +$4.46K +64 New
WEC
550
Winslow Evans & Crocker
Massachusetts
$3.05K