Northern Trust
NTRS
662 hedge funds and large institutions have $18.4B invested in Northern Trust in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 258 reducing their positions, and 45 closing their positions.
241% more call options, than puts
Call options by funds: $113M | Put options by funds: $33M
42% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 45
2% more funds holding
Funds holding: 648 → 662 (+14)
2% more capital invested
Capital invested by funds: $18B → $18.4B (+$403M)
0.13% less ownership
Funds ownership: 79.16% → 79.03% (-0.13%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
28% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 258
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$301M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$78.7M |
| 3 |
JCM
Junto Capital Management
New York
|
+$62M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$60M |
| 5 |
Millennium Management
New York
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$196M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$78.3M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$72M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$68.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$65.9M |
NTRS Hedge Fund Activity: Q1 2018 in Review
662 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q1 2018, worth a combined $18.4B — up 2.2% from $18B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new NTRS positions and 45 closed out — a net gain of 19 holders — while 186 added to existing stakes and 258 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $301M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $196M sold.
- 662 institutional investors held Northern Trust (NTRS) as of Q1 2018, up from 648 in Q4 2017.
- Funds reported $18.4B of Northern Trust stock for Q1 2018, up 2.2% quarter-over-quarter.
- 64 funds opened new Northern Trust positions in Q1 2018 and 45 closed out, a net change of +19 holders.
- The largest Northern Trust buyer in Q1 2018 was Wellington Management Group, an estimated $301M added.
- The largest Northern Trust seller in Q1 2018 was Findlay Park Partners, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2018.