Northern Trust
NTRS
613 hedge funds and large institutions have $13.5B invested in Northern Trust in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 185 increasing their positions, 236 reducing their positions, and 43 closing their positions.
146% more call options, than puts
Call options by funds: $47.1M | Put options by funds: $19.2M
67% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 43
4% more funds holding
Funds holding: 588 → 613 (+25)
4% more capital invested
Capital invested by funds: $13B → $13.5B (+$469M)
1.1% less ownership
Funds ownership: 82.92% → 81.83% (-1.1%)
22% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 236
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$278M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$142M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$54M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$52.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$684M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$61.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$57.9M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$51.8M |
NTRS Hedge Fund Activity: Q2 2020 in Review
613 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2020, worth a combined $13.5B — up 3.6% from $13B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new NTRS positions and 43 closed out — a net gain of 29 holders — while 185 added to existing stakes and 236 trimmed.
The largest buyer was Vanguard Group, adding an estimated $278M. The largest seller was Wellington Management Group, cutting an estimated $684M.
- 613 institutional investors held Northern Trust (NTRS) as of Q2 2020, up from 588 in Q1 2020.
- Funds reported $13.5B of Northern Trust stock for Q2 2020, up 3.6% quarter-over-quarter.
- 72 funds opened new Northern Trust positions in Q2 2020 and 43 closed out, a net change of +29 holders.
- The largest Northern Trust buyer in Q2 2020 was Vanguard Group, an estimated $278M added.
- The largest Northern Trust seller in Q2 2020 was Wellington Management Group, an estimated $684M sold.
Based on aggregated 13F filings for Q2 2020.