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Northern Trust
NTRS

Overview Fund Activity

687 hedge funds and large institutions have $14B invested in Northern Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 257 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+12
Holders Change %
+1.78%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
230
Reduced
257
Closed
53
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$32.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$623M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$328M
4
PAM
Panagora Asset Management
Massachusetts
$33.6M
5
Amundi
Amundi
France
$159M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$273M
2
Millennium Management
Millennium Management
New York
$28.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.14M
5
FMI
Fiduciary Management Inc
Wisconsin
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
601
Concourse Financial Group Securities
Alabama
$24.1K -$508 -6 -2%
Group One Trading
602
Group One Trading
Illinois
$21.8K +$8.31K +99 +61%
SPIA
603
Steward Partners Investment Advisory
New York
$21.8K -$1.43K -17 -6%
SAM
604
Smartleaf Asset Management
Massachusetts
$21.2K +$5.37K +65 +34%
LJHT
605
Laurie J. Hall Trustee
$21K – – –
FPFS
606
First Personal Financial Services
North Carolina
$21K – – –
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$19.9K +237 New
TFF
608
The Family Firm
Maryland
$19.5K +$19.5K +232 New
HWA
609
HHM Wealth Advisors
Tennessee
$18.5K – – –
LS
610
Livforsakringsbolaget Skandia
Sweden
$16.6K – – –
IAIM
611
International Assets Investment Management
Florida
$16.6K +$16.6K +198 New
PTC
612
Private Trust Company
Ohio
$16.5K -$4.96K -59 -23%
ADL
613
Asset Dedication LLC
California
$16.4K – – –
FRA
614
Front Row Advisors
California
$15.1K -$593 -7 -4%
ZB
615
Zions Bancorporation
Utah
$14.1K -$3.28K -39 -19%
AWM
616
Avior Wealth Management
Nebraska
$14K -$42.2K -503 -75%
WIA
617
Wetzel Investment Advisors
Indiana
$13K – – –
PO
618
Private Ocean
California
$12.6K – – –
CFB
619
Cullen/Frost Bankers
Texas
$12.4K -$1.34K -16 -10%
RFG
620
RFP Financial Group
Georgia
$12.3K +$12.3K +146 New
SIC
621
Salem Investment Counselors
North Carolina
$11.8K – – –
GG
622
Gleason Group
Kentucky
$11.1K -$44.8K -532 -80%
RCM
623
Raleigh Capital Management
North Carolina
$10.9K +$840 +10 +8%
OP
624
ORG Partners
Indiana
$10.6K +$6.62K +79 +165%
ATPW
625
Ashton Thomas Private Wealth
Arizona
$10.4K +$10.4K +124 New
23 24
25
26 27