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Northern Trust
NTRS

Overview Fund Activity

660 hedge funds and large institutions have $12.7B invested in Northern Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
–
Holders Change %
0%
% of All Funds
10.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
71
Increased
225
Reduced
229
Closed
70
Calls
$40.7M
Puts
$26.3M
Net Calls
+$14.4M
Net Calls Change
+$3.89M

Top Buyers

1
NI
Nuance Investments
Missouri
$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$152M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$364M
4
BTW
Boston Trust Walden
Massachusetts
$96.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$373M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Goldman Sachs
Goldman Sachs
New York
$310M
3
Bank of America
Bank of America
North Carolina
$42.4M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$339M
5
Artisan Partners
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
601
Old Second National Bank of Aurora
Illinois
$7.64K – – –
NBT
602
Northwest Bank & Trust
Iowa
$7.49K +$7.49K +101 New
AP
603
Atwood & Palmer
Missouri
$7.41K – – –
BWAM
604
Boyd Watterson Asset Management
Ohio
$7.04K – – –
NMG
605
New Millennium Group
Utah
$6.97K – – –
LCM
606
Logan Capital Management
Pennsylvania
$6.3K – – –
IA
607
IFP Advisors
Florida
$6.23K -$965 -13 -13%
TH
608
TCTC Holdings
Texas
$6.08K – – –
FFA
609
Farther Finance Advisors
California
$6.01K -$2K -27 -25%
IRC
610
Investors Research Corp
Georgia
$6.01K – – –
TWM
611
Tradition Wealth Management
Minnesota
$6K +$857 +11 +17%
GKIM
612
GW&K Investment Management
Massachusetts
$6K +$6K +80 New
PWMG
613
Prestige Wealth Management Group
New Jersey
$5.92K +$2.1K +28 +55%
BWA
614
BDO Wealth Advisors
Florida
$5.28K +$5.28K +71 New
GWS
615
Glassman Wealth Services
Virginia
$5.12K -$9.05K -122 -64%
CAL
616
Capital Advisors Ltd
Ohio
$5K +$3.59K +51 +255%
QC
617
Quent Capital
New York
$4.96K +$4.66K +63 +1,575%
MCM
618
MV Capital Management
Maryland
$4.75K -$11.4K -154 -71%
JWA
619
JFS Wealth Advisors
Pennsylvania
$4.75K +$1.93K +26 +68%
CB
620
Centennial Bank
Arkansas
$4.45K – – –
BWL
621
Bogart Wealth LLC
Virginia
$4.45K – – –
ST
622
Smithfield Trust
Pennsylvania
$4K -$2.49K -33 -38%
GI
623
Gradient Investments
Minnesota
$3.93K +$1.93K +26 +96%
EWA
624
EverSource Wealth Advisors
Alabama
$3.04K +$2.08K +28 +215%
MHR
625
Matthew Hamilton Rosenberg
$2.97K – – –
23 24
25
26 27