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Northern Trust

723 hedge funds and large institutions have $15.1B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

50% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $45.9M

8% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.14B)

4% more funds holding

Funds holding: 692723 (+31)

1.98% more ownership

Funds ownership: 81.49%83.47% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 264

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
723
Holders Change
+31
Holders Change %
+4.48%
% of All Funds
10.38%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
92
Increased
245
Reduced
264
Closed
54
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
651
Gleason Group
Kentucky
$12K +$175 +2 +2%
OP
652
ORG Partners
Indiana
$11.4K
HCP
653
Hexagon Capital Partners
Arkansas
$11.3K +$4.46K +51 +69%
ATS
654
Ashton Thomas Securities
New York
$11.2K +$10.8K +124 New
GKIM
655
GW&K Investment Management
Massachusetts
$11K +$175 +2 +2%
MA
656
MCF Advisors
Kentucky
$9.78K +$2.88K +33 +44%
GRP
657
Global Retirement Partners
California
$9.29K -$962 -11 -10%
NBT
658
Northwest Bank & Trust
Iowa
$9.09K
AP
659
Atwood & Palmer
Missouri
$9K
LFG
660
Larson Financial Group
Missouri
$9K +$8.66K +99 +9,900%
NB
661
NBT Bank
New York
$9K +$8.74K +100 New
BWAM
662
Boyd Watterson Asset Management
Ohio
$8.55K
NMG
663
New Millennium Group
Utah
$8.46K
CCM
664
Chilton Capital Management
Texas
$8.37K +$8.13K +93 New
JWA
665
JFS Wealth Advisors
Pennsylvania
$7.83K +$175 +2 +2%
LCM
666
Logan Capital Management
Pennsylvania
$7.65K
AF
667
Advisornet Financial
Minnesota
$7.56K -$2.36K -27 -24%
IRC
668
Investors Research Corp
Georgia
$7.29K
PA
669
PSI Advisors
Florida
$6.9K +$87 +1 +1%
DIP
670
DT Investment Partners
Pennsylvania
$6.75K +$6.56K +75 New
MCM
671
Manchester Capital Management
Vermont
$6.66K
CFD
672
Creative Financial Designs
Indiana
$6.39K +$6.21K +71 New
ZB
673
Zions Bancorporation
Utah
$6.3K -$8.57K -98 -58%
AssetMark Inc
674
AssetMark Inc
California
$5.43K +$1.92K +22 +58%
BWL
675
Bogart Wealth LLC
Virginia
$5.4K

NTRS Hedge Fund Activity: Q3 2024 in Review

723 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2024, worth a combined $15.1B — up 8.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NTRS positions and 54 closed out — a net gain of 38 holders — while 245 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $66.2M.

  • 723 institutional investors held Northern Trust (NTRS) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $15.1B of Northern Trust stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 92 funds opened new Northern Trust positions in Q3 2024 and 54 closed out, a net change of +38 holders.
  • The largest Northern Trust buyer in Q3 2024 was Fidelity Investments, an estimated $135M added.
  • The largest Northern Trust seller in Q3 2024 was Wellington Management Group, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2024.