We are live on ! Find out more
NTRS icon

Northern Trust

680 hedge funds and large institutions have $18.4B invested in Northern Trust in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 229 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 29

214% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $15.7M

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

13% more capital invested

Capital invested by funds: $16.3B → $18.4B (+$2.06B)

13% more funds holding

Funds holding: 604680 (+76)

0.1% more ownership

Funds ownership: 81.57%81.67% (+0.1%)

15% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 229

Holders
680
Holders Change
+76
Holders Change %
+12.58%
% of All Funds
13.4%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.26%
New
119
Increased
194
Reduced
229
Closed
29
Calls
$49.3M
Puts
$15.7M
Net Calls
+$33.6M
Net Calls Change
+$7.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
626
Citizens Financial Group
Rhode Island
$16K +$13.2K +129 +561%
M
627
Mirova
France
$16K +$15.8K +154 New
FWM
628
FSA Wealth Management
Massachusetts
$14K +$13.6K +133 New
SLF
629
Sun Life Financial
Ontario, Canada
$13K -$5.12K -50 -28%
AF
630
Advisornet Financial
Minnesota
$13K
TSW
631
Thompson Siegel & Walmsley
Virginia
$13K +$12.8K +125 New
VCM
632
Versant Capital Management
Arizona
$12K -$2.05K -20 -15%
AP
633
Atwood & Palmer
Missouri
$11K
FHA
634
Flagship Harbor Advisors
Massachusetts
$11K
WB
635
Webster Bank
Connecticut
$11K
EWM
636
EPG Wealth Management
Georgia
$11K +$10.2K +100 New
TPWA
637
TRUE Private Wealth Advisors
Oregon
$11K +$11.5K +112 New
BAMG
638
Brand Asset Management Group
Missouri
$10K
ACA
639
Atlas Capital Advisors
Wyoming
$9.46K
IRC
640
Investors Research Corp
Georgia
$9K
PCG
641
Private Capital Group
Connecticut
$9K
EWA
642
Evolution Wealth Advisors
Florida
$8K +$2.05K +20 +39%
HWM
643
HighMark Wealth Management
Minnesota
$8K +$8.19K +80 New
IUHSA
644
Itau Unibanco Holding S.A.
Brazil
$8K +$8.19K +80 New
CCM
645
Covington Capital Management
California
$7K +$6.55K +64 New
DI
646
Disciplined Investments
Oklahoma
$6K +$5.94K +58 New
SQA
647
Simon Quick Advisors
New Jersey
$6K +$5.94K +58 New
TRCT
648
Tower Research Capital (TRC)
New York
$5K -$542K -5,298 -99%
TFO
649
Tarbox Family Office
California
$5K -$1.02K -10 -19%
BCM
650
Bourgeon Capital Management
Connecticut
$5K

NTRS Hedge Fund Activity: Q4 2019 in Review

680 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2019, worth a combined $18.4B — up 13% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new NTRS positions and 29 closed out — a net gain of 90 holders — while 194 added to existing stakes and 229 trimmed.

The largest buyer was Ameriprise, adding an estimated $126M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $464M.

  • 680 institutional investors held Northern Trust (NTRS) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $18.4B of Northern Trust stock for Q4 2019, up 13% quarter-over-quarter.
  • 119 funds opened new Northern Trust positions in Q4 2019 and 29 closed out, a net change of +90 holders.
  • The largest Northern Trust buyer in Q4 2019 was Ameriprise, an estimated $126M added.
  • The largest Northern Trust seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $464M sold.

Based on aggregated 13F filings for Q4 2019.