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Northern Trust
NTRS

Overview Fund Activity

681 hedge funds and large institutions have $16.7B invested in Northern Trust in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 241 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+9
Holders Change %
+1.34%
% of All Funds
11.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
84
Increased
219
Reduced
241
Closed
63
Calls
$26.4M
Puts
$10.3M
Net Calls
+$16.2M
Net Calls Change
-$5.85M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$445M
2
Morgan Stanley
Morgan Stanley
New York
$146M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.24B
5
American Century Companies
American Century Companies
Missouri
$511M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$80M
2
State Street
State Street
Massachusetts
$867M
3
JCM
Junto Capital Management
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
626
Curi Wealth Management
North Carolina
$8K – – –
LCM
627
Logan Capital Management
Pennsylvania
$8K – – –
PWMG
628
Prestige Wealth Management Group
New Jersey
$7K -$800 -8 -10%
SC
629
SouthState Corp
Florida
$7K – – –
CA
630
Crewe Advisors
Utah
$7K +$7K +68 New
CAC
631
Core Alternative Capital
Georgia
$6K -$4.48K -50 -43%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$6K -$1.34K -15 -18%
TWM
633
Tradition Wealth Management
Minnesota
$6K – – –
HCP
634
Hexagon Capital Partners
Arkansas
$6K +$1.5K +15 +33%
GKIM
635
GW&K Investment Management
Massachusetts
$6K +$4.55K +44 +314%
BWL
636
Bogart Wealth LLC
Virginia
$6K +$6K +60 New
LF
637
Lee Financial
Texas
$6K +$6K +64 New
WTA
638
Washington Trust Advisors
Massachusetts
$5K -$1.06K -10 -18%
BIA
639
Bell Investment Advisors
California
$5K +$5K +47 New
PTC
640
Private Trust Company
Ohio
$5K +$5K +50 New
TCWM
641
Total Clarity Wealth Management
Illinois
$5K +$5K +56 New
SWA
642
Sutton Wealth Advisors
Florida
$4.15K +$386 +4 +10%
FPS
643
Fieldpoint Private Securities
Connecticut
$4K -$24.9K -261 -86%
AAP
644
Arax Advisory Partners
Colorado
$4K -$261 -3 -6%
AF
645
Arrow Financial
New York
$4K – – –
MHR
646
Matthew Hamilton Rosenberg
$4K – – –
SC
647
Schubert & Co
Texas
$4K +$1.91K +20 +91%
WOSD
648
WFA of San Diego
California
$4K +$4K +45 New
JWA
649
JFS Wealth Advisors
Pennsylvania
$3K -$5.18K -57 -63%
MCM
650
Manchester Capital Management
Vermont
$3K -$1.84K -19 -38%
24 25
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