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Northern Trust

595 hedge funds and large institutions have $18.3B invested in Northern Trust in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 197 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 34

43% more call options, than puts

Call options by funds: $52.4M | Put options by funds: $36.6M

11% more capital invested

Capital invested by funds: $16.5B → $18.3B (+$1.76B)

5% more funds holding

Funds holding: 569595 (+26)

1% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 197

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.28% less ownership

Funds ownership: 83.16%81.88% (-1.3%)

Holders
595
Holders Change
+26
Holders Change %
+4.57%
% of All Funds
14.83%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
199
Reduced
197
Closed
34
Calls
$52.4M
Puts
$36.6M
Net Calls
+$15.8M
Net Calls Change
+$8.37M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
151
First Trust Advisors
Illinois
$7.89M -$5.28M -58,674 -42%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$7.71M +$726K +8,072 +11%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$7.58M -$1.82M -20,276 -21%
ACI
154
AMP Capital Investors
Australia
$7.55M +$1.97M +21,869 +39%
CIC
155
Cutler Investment Counsel
Oregon
$7.33M +$103K +1,142 +2%
BOIA
156
Bush ODonnell Investment Advisors
Missouri
$7.18M -$92.2K -1,025 -1%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$7.14M +$1.36M +15,119 +26%
CTA
158
Chesley Taft & Associates
Illinois
$7.12M +$93.3K +1,037 +1%
Fisher Asset Management
159
Fisher Asset Management
Washington
$7.08M -$28.9K -321 -0.4%
UCFA
160
United Capital Financial Advisors
Texas
$6.99M -$499K -5,554 -7%
SOMRS
161
State of Michigan Retirement System
Michigan
$6.9M +$27K +300 +0.4%
RBA
162
Richard Bernstein Advisors
New York
$6.75M
TAM
163
Tyers Asset Management
Texas
$6.54M +$1.57M +17,512 +35%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$6.5M +$1.59M +17,718 +36%
USAA
165
United Services Automobile Association
Texas
$6.47M -$232K -2,580 -4%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$6.46M +$12.9K +144 +0.2%
US Bancorp
167
US Bancorp
Minnesota
$6.41M -$294K -3,266 -5%
TIM
168
Thompson Investment Management
Wisconsin
$6.37M -$13.2K -147 -0.2%
CEP
169
Chicago Equity Partners
Illinois
$6.28M -$183K -2,035 -3%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$6.2M -$89.9K -1,000 -2%
CA
171
Callahan Advisors
Texas
$6.05M +$366K +4,071 +7%
TPSF
172
Texas Permanent School Fund
Texas
$5.89M -$198K -2,202 -4%
BCAM
173
Boston Common Asset Management
Massachusetts
$5.87M +$153K +1,700 +3%
DP
174
Dearborn Partners
Illinois
$5.65M -$13.5K -150 -0.3%
AAM
175
Aberdeen Asset Management
United Kingdom
$5.55M +$506K +5,627 +11%

NTRS Hedge Fund Activity: Q2 2017 in Review

595 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2017, worth a combined $18.3B — up 11% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NTRS positions and 34 closed out — a net gain of 30 holders — while 199 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $74.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $172M.

  • 595 institutional investors held Northern Trust (NTRS) as of Q2 2017, up from 569 in Q1 2017.
  • Funds reported $18.3B of Northern Trust stock for Q2 2017, up 11% quarter-over-quarter.
  • 64 funds opened new Northern Trust positions in Q2 2017 and 34 closed out, a net change of +30 holders.
  • The largest Northern Trust buyer in Q2 2017 was Citadel Advisors, an estimated $74.2M added.
  • The largest Northern Trust seller in Q2 2017 was T. Rowe Price Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2017.