Northern Trust
NTRS
686 hedge funds and large institutions have $15.1B invested in Northern Trust in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 232 increasing their positions, 235 reducing their positions, and 64 closing their positions.
51% more call options, than puts
Call options by funds: $31.6M | Put options by funds: $20.8M
34% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 64
1% more funds holding
Funds holding: 676 → 686 (+10)
3% more capital invested
Capital invested by funds: $14.7B → $15.1B (+$396M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 82.33% → 81.75% (-0.58%)
1% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.4M |
| 2 |
Primecap Management
Pasadena,
California
|
+$54.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$49.7M |
| 4 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
+$47.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$62.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$34.1M |
| 3 |
Bank of New York Mellon
New York
|
-$28.4M |
| 4 |
Millennium Management
New York
|
-$27M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$25.6M |
NTRS Hedge Fund Activity: Q4 2022 in Review
686 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2022, worth a combined $15.1B — up 2.7% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new NTRS positions and 64 closed out — a net gain of 22 holders — while 232 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.4M. The largest seller was Victory Capital Management, cutting an estimated $62.5M.
- 686 institutional investors held Northern Trust (NTRS) as of Q4 2022, up from 676 in Q3 2022.
- Funds reported $15.1B of Northern Trust stock for Q4 2022, up 2.7% quarter-over-quarter.
- 86 funds opened new Northern Trust positions in Q4 2022 and 64 closed out, a net change of +22 holders.
- The largest Northern Trust buyer in Q4 2022 was Morgan Stanley, an estimated $60.4M added.
- The largest Northern Trust seller in Q4 2022 was Victory Capital Management, an estimated $62.5M sold.
Based on aggregated 13F filings for Q4 2022.