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Northern Trust

685 hedge funds and large institutions have $15.5B invested in Northern Trust in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 234 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $20.8M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

5% more capital invested

Capital invested by funds: $14.7B → $15.5B (+$801M)

2% more funds holding

Funds holding: 674685 (+11)

0.04% more ownership

Funds ownership: 82.34%82.38% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 234

Holders
685
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
11.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
86
Increased
233
Reduced
234
Closed
64
Calls
$31.6M
Puts
$20.8M
Net Calls
+$10.7M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
651
SJS Investment Consulting
Ohio
$1.95K +$788 +9 +69%
SBL
652
Sargent Bickham Lagudis
Colorado
$1.77K
DI
653
Disciplined Investments
Oklahoma
$1.77K +$526 +6 +43%
SC
654
Schubert & Co
Texas
$1.68K -$963 -11 -37%
CIBC Private Wealth Group
655
CIBC Private Wealth Group
Georgia
$1.3K -$61.8K -706 -5%
HS
656
Horan Securities
United States
$1.24K +$1.23K +14 New
AW
657
Avion Wealth
Texas
$1K
FMP
658
Financial Management Professionals
Texas
$1K
TFA
659
Transamerica Financial Advisors
Florida
$1K
PCM
660
Penserra Capital Management
California
$1K +$1.05K +12 New
Lazard Asset Management
661
Lazard Asset Management
New York
$1K +$1.23K +14 New
CWC
662
Carolinas Wealth Consulting
North Carolina
$892
FA
663
Fiduciary Alliance
South Carolina
$885 +$876 +10 New
TWA
664
TCI Wealth Advisors
Arizona
$796 -$13.6K -155 -95%
TCA
665
Trifecta Capital Advisors
Illinois
$796 +$788 +9 New
CHA
666
Carmichael Hill & Associates
Maryland
$708
TFA
667
Toth Financial Advisory
Virginia
$708
AAP
668
Arax Advisory Partners
Colorado
$619 -$1.4K -16 -70%
HCM
669
Hollencrest Capital Management
California
$619 +$613 +7 New
TCWA
670
Ten Capital Wealth Advisors
Washington
$619 +$613 +7 New
JWM
671
Janiczek Wealth Management
Colorado
$584
ECM
672
Everence Capital Management
Indiana
$557
RFS
673
Retirement Financial Solutions
Tennessee
$531 +$526 +6 New
MYAM
674
Meiji Yasuda Asset Management
Japan
$487 +$8.76K +100 +2%
AWM
675
Accurate Wealth Management
Florida
$478 +$438 +5 New

NTRS Hedge Fund Activity: Q4 2022 in Review

685 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2022, worth a combined $15.5B — up 5.5% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NTRS positions and 64 closed out — a net gain of 22 holders — while 233 added to existing stakes and 234 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.4M. The largest seller was Victory Capital Management, cutting an estimated $62.5M.

  • 685 institutional investors held Northern Trust (NTRS) as of Q4 2022, up from 674 in Q3 2022.
  • Funds reported $15.5B of Northern Trust stock for Q4 2022, up 5.5% quarter-over-quarter.
  • 86 funds opened new Northern Trust positions in Q4 2022 and 64 closed out, a net change of +22 holders.
  • The largest Northern Trust buyer in Q4 2022 was Morgan Stanley, an estimated $60.4M added.
  • The largest Northern Trust seller in Q4 2022 was Victory Capital Management, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2022.