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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
IGWM
526
ICA Group Wealth Management
Colorado
$90.8K +$89.9K +1,026 New
FMB
527
Field & Main Bank
Kentucky
$88.5K
PA
528
Parallel Advisors
California
$86.9K -$7.01K -80 -8%
BEI
529
Benjamin Edwards Inc
Missouri
$85K +$3.15K +36 +4%
CCA
530
Column Capital Advisors
Indiana
$79.6K
AS
531
AM Squared
Hong Kong
$79.6K +$78.8K +900 New
AA
532
Alta Advisers
United Kingdom
$71K
GBT
533
Grove Bank & Trust
Florida
$71K +$70.4K +804 New
ZB
534
Zions Bancorporation
Utah
$70.9K -$6.57K -75 -9%
HRC
535
Hoertkorn Richard Charles
$70.8K
RFA
536
Register Financial Advisors
Georgia
$70.8K +$70.1K +800 New
HPC
537
HM Payson & Co
Maine
$69.6K +$3.15K +36 +5%
CWP
538
Concord Wealth Partners
Virginia
$68K +$67.4K +769 New
TFGT
539
TS Financial Group (TSFG)
Illinois
$67K
SC
540
Steph & Co
Wisconsin
$66K
HI
541
Harbour Investments
Wisconsin
$62.9K +$1.75K +20 +3%
WTC
542
WhitTier Trust Company
Nevada
$62.9K +$1.66K +19 +3%
OIA
543
Optimum Investment Advisors
Illinois
$60.2K +$88 +1 +0.1%
GG
544
Gleason Group
Kentucky
$56K +$526 +6 +1%
ECM
545
Estabrook Capital Management
New York
$55.4K
DGAM
546
Desjardins Global Asset Management
Quebec, Canada
$51K +$1.49K +17 +3%
MIFH
547
Migdal Insurance & Financial Holdings
Israel
$51K +$50K +571 New
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.8K
CT
549
Cambridge Trust
Massachusetts
$50K
CI Investments Inc
550
CI Investments Inc
Ontario, Canada
$50K +$25.8K +294 +111%

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.