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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
CB
676
Centennial Bank
Arkansas
$5.4K
HIA
677
Harbor Investment Advisory
Maryland
$5.4K
SS
678
Sunbelt Securities
Texas
$5.4K +$5.25K +60 New
FWM
679
FSA Wealth Management
Massachusetts
$5.04K +$4.9K +56 New
BIA
680
Bell Investment Advisors
California
$4.95K -$612 -7 -11%
PWMG
681
Prestige Wealth Management Group
New Jersey
$4.63K
MCM
682
MV Capital Management
Maryland
$4.32K -$6.29K -72 -60%
CIA
683
Cape Investment Advisory
Georgia
$4.32K +$4.2K +48 New
SWM
684
Spire Wealth Management
Virginia
$3.15K
AWM
685
Abound Wealth Management
Tennessee
$3.06K
GWM
686
Geneos Wealth Management
Colorado
$2.97K
RTL
687
Red Tortoise LLC
Georgia
$2.7K
WWP
688
WR Wealth Planners
Missouri
$2.52K +$2.45K +28 New
CTWM
689
Cherry Tree Wealth Management
Minnesota
$2.34K
SIC
690
SJS Investment Consulting
Ohio
$2.25K
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$1.89K
DF
692
Dunhill Financial
United Kingdom
$1.86K +$87 +1 +5%
WWM
693
Wolff Wiese Magana
California
$1.8K
VWA
694
Valued Wealth Advisors
Utah
$1.45K -$350 -4 -20%
FCA
695
FinTrust Capital Advisors
South Carolina
$1.44K
EBA
696
Eagle Bay Advisors
New York
$1.36K
CA
697
CoreCap Advisors
Michigan
$1.35K +$1.31K +15 New
CAC
698
Core Alternative Capital
Georgia
$1.17K
KFI
699
Key Financial Inc
Pennsylvania
$1.08K +$1.05K +12 New
CAL
700
Capital Advisors Ltd
Ohio
$1K

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.