Northern Trust
NTRS
648 hedge funds and large institutions have $18B invested in Northern Trust in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 226 reducing their positions, and 33 closing their positions.
142% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 33
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
70% more call options, than puts
Call options by funds: $84.5M | Put options by funds: $49.6M
7% more funds holding
Funds holding: 604 → 648 (+44)
5% more capital invested
Capital invested by funds: $17.2B → $18B (+$812M)
6% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 226
2.57% less ownership
Funds ownership: 81.73% → 79.16% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$156M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$71.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$45.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$44.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$521M |
| 2 |
Millennium Management
New York
|
-$149M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$99.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$65.7M |
NTRS Hedge Fund Activity: Q4 2017 in Review
648 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2017, worth a combined $18B — up 4.7% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new NTRS positions and 33 closed out — a net gain of 47 holders — while 212 added to existing stakes and 226 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $156M. The largest seller was Northern Trust, cutting an estimated $521M.
- 648 institutional investors held Northern Trust (NTRS) as of Q4 2017, up from 604 in Q3 2017.
- Funds reported $18B of Northern Trust stock for Q4 2017, up 4.7% quarter-over-quarter.
- 80 funds opened new Northern Trust positions in Q4 2017 and 33 closed out, a net change of +47 holders.
- The largest Northern Trust buyer in Q4 2017 was Goldman Sachs, an estimated $156M added.
- The largest Northern Trust seller in Q4 2017 was Northern Trust, an estimated $521M sold.
Based on aggregated 13F filings for Q4 2017.