We are live on ! Find out more
NTRS icon

Northern Trust

586 hedge funds and large institutions have $16.9B invested in Northern Trust in 2016 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

83.63% more ownership

Funds ownership: 0%83.63% (+84%)

69% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $34.7M

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

36% more capital invested

Capital invested by funds: $12.4B → $16.9B (+$4.47B)

4% more funds holding

Funds holding: 563586 (+23)

26% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 219

Holders
586
Holders Change
+23
Holders Change %
+4.09%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.23%
New
91
Increased
162
Reduced
219
Closed
57
Calls
$58.7M
Puts
$34.7M
Net Calls
+$24.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
551
ClearBridge Investments
New York
$14K +$12.1K +152 New
CHP
552
Cable Hill Partners
Oregon
$12K
GWM
553
Geneos Wealth Management
Colorado
$11K +$5.96K +75 +127%
BIG
554
Bellwether Investment Group
Tennessee
$11K +$9.7K +122 New
EF
555
Empirical Finance
Pennsylvania
$10K +$8.35K +105 New
WIM
556
Westside Investment Management
California
$9.63K +$8.5K +107 New
MUS
557
Mitsubishi UFJ Securities
Japan
$9K -$24.6K -310 -76%
PA
558
Parallel Advisors
California
$9K +$7.87K +99 New
OFW
559
Omnia Family Wealth
Florida
$9K +$8.43K +106 New
BBHC
560
Brown Brothers Harriman & Co
New York
$7K
CBT
561
Central Bank & Trust
Kentucky
$6K
PMFA
562
Plante Moran Financial Advisors
Michigan
$6K +$874 +11 +20%
SSB
563
Sandy Spring Bank
Maryland
$6K +$5.25K +66 New
PRS
564
Pinkerton Retirement Specialists
Idaho
$5K -$318 -4 -7%
BL
565
Balentine LLC
Georgia
$5K
IWM
566
IHT Wealth Management
Illinois
$5K +$4.45K +56 New
WEC
567
Winslow Evans & Crocker
Massachusetts
$4.1K
TCOV
568
Trust Company of Vermont
Vermont
$4K
JIC
569
Joel Isaacson & Co
New York
$3K
TFO
570
Tarbox Family Office
California
$3K
CAL
571
Capital Advisors Ltd
Ohio
$3K +$79 +1 +3%
CPIG
572
Chicago Partners Investment Group
Illinois
$3K +$2.86K +36 New
ACS
573
Archford Capital Strategies
Illinois
$2K -$6.36K -80 -71%
WTB
574
Washington Trust Bank
Washington
$2K
AAP
575
Arax Advisory Partners
Colorado
$2K +$1.75K +22 New

NTRS Hedge Fund Activity: Q4 2016 in Review

586 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2016, worth a combined $16.9B — up 36% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NTRS positions and 57 closed out — a net gain of 34 holders — while 162 added to existing stakes and 219 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $259M. The largest seller was Invesco, cutting an estimated $136M.

  • 586 institutional investors held Northern Trust (NTRS) as of Q4 2016, up from 563 in Q3 2016.
  • Funds reported $16.9B of Northern Trust stock for Q4 2016, up 36% quarter-over-quarter.
  • 91 funds opened new Northern Trust positions in Q4 2016 and 57 closed out, a net change of +34 holders.
  • The largest Northern Trust buyer in Q4 2016 was Goldman Sachs, an estimated $259M added.
  • The largest Northern Trust seller in Q4 2016 was Invesco, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2016.