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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
TWC
601
TD Waterhouse Canada
Ontario, Canada
$12.2K +$8.67K +99 New
MPCL
602
My Personal CFO LLC
Washington
$11.5K +$11.4K +130 New
TFP
603
Tilia Fiduciary Partners
North Carolina
$11.4K
PFPT
604
Pinnacle Financial Partners (Tennessee)
Tennessee
$11K +$10.9K +124 New
DWA
605
Delos Wealth Advisors
Texas
$10.8K
GRP
606
Global Retirement Partners
California
$10.2K +$5.69K +65 +127%
RWM
607
Ruedi Wealth Management
Illinois
$9.47K +$9.37K +107 New
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$9.11K
WB
609
Webster Bank
Connecticut
$9K
AP
610
Atwood & Palmer
Missouri
$8.85K
GFWA
611
Grey Fox Wealth Advisors
Delaware
$8.76K +$8.67K +99 New
CPG
612
Cornerstone Planning Group
New Jersey
$8.59K +$8.32K +95 New
BWAM
613
Boyd Watterson Asset Management
Ohio
$8.41K +$8.32K +95 New
NMG
614
New Millennium Group
Utah
$8.32K
1832 Asset Management
615
1832 Asset Management
Ontario, Canada
$8.05K
EWM
616
Evermay Wealth Management
Virginia
$7.58K
LCM
617
Logan Capital Management
Pennsylvania
$7.52K
BAAM
618
Baker Avenue Asset Management
California
$7.34K +$7.27K +83 New
TH
619
TCTC Holdings
Texas
$7.26K
IRC
620
Investors Research Corp
Georgia
$7.17K
ST
621
Smithfield Trust
Pennsylvania
$7K
LAM
622
Lakewood Asset Management
Illinois
$7K +$6.57K +75 New
CA
623
Crewe Advisors
Utah
$6.02K -$175 -2 -3%
TWM
624
Tradition Wealth Management
Minnesota
$6K +$88 +1 +2%
PTC
625
Private Trust Company
Ohio
$6K +$1.31K +15 +30%

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.