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Northern Trust
NTRS

Overview Fund Activity

585 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
Holders
585
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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$522M
2
Fidelity International
Fidelity International
Bermuda
$200M
3
Artisan Partners
Artisan Partners
Wisconsin
$171M
4
FPP
Findlay Park Partners
United Kingdom
$134M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$90.8M

Top Sellers

1
Invesco
Invesco
Georgia
$511M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$940M
3
American Century Companies
American Century Companies
Missouri
$675M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
551
Cable Hill Partners
Oregon
$12K – – –
GWM
552
Geneos Wealth Management
Colorado
$11K +$6.16K +75 +127%
BIG
553
Bellwether Investment Group
Tennessee
$11K +$11K +122 New
EF
554
Empirical Finance
Pennsylvania
$10K +$10K +105 New
WIM
555
Westside Investment Management
California
$9.63K +$9.63K +107 New
MUS
556
Mitsubishi UFJ Securities
Japan
$9K -$27.9K -310 -76%
PA
557
Parallel Advisors
California
$9K +$9K +99 New
OFW
558
Omnia Family Wealth
Florida
$9K +$9K +106 New
BBHC
559
Brown Brothers Harriman & Co
New York
$7K – – –
CBT
560
Central Bank & Trust
Kentucky
$6K – – –
PMFA
561
Plante Moran Financial Advisors
Michigan
$6K +$1.02K +11 +20%
SSB
562
Sandy Spring Bank
Maryland
$6K +$6K +66 New
PRS
563
Pinkerton Retirement Specialists
Idaho
$5K -$377 -4 -7%
BL
564
Balentine LLC
Georgia
$5K – – –
IWM
565
IHT Wealth Management
Illinois
$5K +$5K +56 New
WEC
566
Winslow Evans & Crocker
Massachusetts
$4.1K – – –
TCOV
567
Trust Company of Vermont
Vermont
$4K – – –
TFO
568
Tarbox Family Office
California
$3K – – –
JIC
569
Joel Isaacson & Co
New York
$3K – – –
CAL
570
Capital Advisors Ltd
Ohio
$3K +$88 +1 +3%
CPIG
571
Chicago Partners Investment Group
Illinois
$3K +$3K +36 New
ACS
572
Archford Capital Strategies
Illinois
$2K -$5K -80 -71%
WTB
573
Washington Trust Bank
Washington
$2K – – –
AAP
574
Arax Advisory Partners
Colorado
$2K +$2K +22 New
SPIA
575
Steward Partners Investment Advisory
New York
$2K +$2K +27 New
21 22
23
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