Northern Trust
NTRS
681 hedge funds and large institutions have $14.9B invested in Northern Trust in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 233 reducing their positions, and 60 closing their positions.
101% more call options, than puts
Call options by funds: $84.2M | Put options by funds: $41.9M
25% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 60
1% more funds holding
Funds holding: 671 → 681 (+10)
3% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 233
2% more capital invested
Capital invested by funds: $14.6B → $14.9B (+$278M)
1.49% less ownership
Funds ownership: 83.51% → 82.02% (-1.5%)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$110M |
| 2 |
Millennium Management
New York
|
+$106M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$45.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.9M |
| 5 |
Jane Street
New York
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$265M |
| 2 |
Morgan Stanley
New York
|
-$180M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$142M |
| 4 |
Goldman Sachs
New York
|
-$120M |
| 5 |
State Street
Boston,
Massachusetts
|
-$101M |
NTRS Hedge Fund Activity: Q1 2024 in Review
681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q1 2024, worth a combined $14.9B — up 1.9% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new NTRS positions and 60 closed out — a net gain of 15 holders — while 241 added to existing stakes and 233 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $110M. The largest seller was Charles Schwab, cutting an estimated $265M.
- 681 institutional investors held Northern Trust (NTRS) as of Q1 2024, up from 671 in Q4 2023.
- Funds reported $14.9B of Northern Trust stock for Q1 2024, up 1.9% quarter-over-quarter.
- 75 funds opened new Northern Trust positions in Q1 2024 and 60 closed out, a net change of +15 holders.
- The largest Northern Trust buyer in Q1 2024 was Balyasny Asset Management, an estimated $110M added.
- The largest Northern Trust seller in Q1 2024 was Charles Schwab, an estimated $265M sold.
Based on aggregated 13F filings for Q1 2024.