Northern Trust
NTRS
556 hedge funds and large institutions have $14.8B invested in Northern Trust in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 26 closing their positions.
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $13.5B → $14.8B (+$1.33B)
7% more funds holding
Funds holding: 520 → 556 (+36)
3% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $14.2M
14% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$257M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.3M |
| 3 |
JP Morgan Chase
New York
|
+$43.4M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$41.1M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$176M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$167M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$77.8M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$59.6M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$30.4M |
NTRS Hedge Fund Activity: Q2 2015 in Review
556 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2015, worth a combined $14.8B — up 9.9% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new NTRS positions and 26 closed out — a net gain of 44 holders — while 168 added to existing stakes and 195 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $257M. The largest seller was Epoch Investment Partners, cutting an estimated $176M.
- 556 institutional investors held Northern Trust (NTRS) as of Q2 2015, up from 520 in Q1 2015.
- Funds reported $14.8B of Northern Trust stock for Q2 2015, up 9.9% quarter-over-quarter.
- 70 funds opened new Northern Trust positions in Q2 2015 and 26 closed out, a net change of +44 holders.
- The largest Northern Trust buyer in Q2 2015 was Wellington Management Group, an estimated $257M added.
- The largest Northern Trust seller in Q2 2015 was Epoch Investment Partners, an estimated $176M sold.
Based on aggregated 13F filings for Q2 2015.