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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
SPWM
676
Spartan Planning & Wealth Management
North Carolina
$442 +$438 +5 New
SWA
677
SOA Wealth Advisors
New York
$366
EWA
678
EverSource Wealth Advisors
Alabama
$265 -$4.99K -57 -95%
AA
679
Addison Advisors
Vermont
$265
TCOT
680
Trust Company of Toledo
Ohio
$204 +$201K +2,300 New
CTA
681
Colonial Trust Advisors
South Carolina
$177 +$175 +2 New
PMFA
682
Plante Moran Financial Advisors
Michigan
$52 -$13.4K -153 -99%
PO
683
Private Ocean
California
$41 +$88 +1 New
WIM
684
Westside Investment Management
California
$9
OBGC
685
O'Brien Greene & Co
Pennsylvania
-$15.4M -179,867 Closed
ECM
686
ExodusPoint Capital Management
New York
-$12.1M -140,843 Closed
WMSA
687
Weiss Multi-Strategy Advisers
New York
-$11.6M -135,120 Closed
Qube Research & Technologies (QRT)
688
Qube Research & Technologies (QRT)
United Kingdom
-$11.5M -134,881 Closed
QT
689
Quantbot Technologies
New York
-$5.24M -61,283 Closed
ACM
690
AlphaCrest Capital Management
New York
-$5.2M -60,801 Closed
DA
691
Duality Advisers
Florida
-$5.11M -59,709 Closed
BCAM
692
Boston Common Asset Management
Massachusetts
-$3.98M -46,507 Closed
MF
693
Magnetar Financial
Illinois
-$3.69M -43,160 Closed
TI
694
Trexquant Investment
Connecticut
-$3.67M -42,926 Closed
Los Angeles Capital Management
695
Los Angeles Capital Management
California
-$2.79M -32,615 Closed
Holocene Advisors
696
Holocene Advisors
New York
-$2.72M -31,748 Closed
GCM
697
Graham Capital Management
Connecticut
-$2.06M -24,045 Closed
SG Americas Securities
698
SG Americas Securities
New York
-$1.49M -17,394 Closed
OQS
699
Occudo Quantitative Strategies
Florida
-$1.48M -17,282 Closed
ECG
700
Edge Capital Group
Georgia
-$1.25M -14,605 Closed

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.