Northern Trust
NTRS
665 hedge funds and large institutions have $12.7B invested in Northern Trust in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 227 increasing their positions, 231 reducing their positions, and 71 closing their positions.
55% more call options, than puts
Call options by funds: $40.7M | Put options by funds: $26.3M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% less funds holding
Funds holding: 667 → 665 (-2)
0.98% less ownership
Funds ownership: 82.89% → 81.91% (-0.98%)
1% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 71
2% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 231
17% less capital invested
Capital invested by funds: $15.2B → $12.7B (-$2.53B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$63.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$58M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$47.7M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$30.7M |
| 5 |
JP Morgan Chase
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$347M |
| 2 |
Goldman Sachs
New York
|
-$71.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$50.7M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$41.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$34.2M |
NTRS Hedge Fund Activity: Q2 2023 in Review
665 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2023, worth a combined $12.7B — down 17% from $15.2B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of NTRS and 70 opened new positions — a net loss of 1 holder — while 231 trimmed existing stakes and 227 added.
The largest buyer was Nuance Investments, adding an estimated $63.6M. The largest seller was Ameriprise, cutting an estimated $347M.
- 665 institutional investors held Northern Trust (NTRS) as of Q2 2023, down from 667 in Q1 2023.
- Funds reported $12.7B of Northern Trust stock for Q2 2023, down 17% quarter-over-quarter.
- 70 funds opened new Northern Trust positions in Q2 2023 and 71 closed out, a net change of -1 holder.
- The largest Northern Trust buyer in Q2 2023 was Nuance Investments, an estimated $63.6M added.
- The largest Northern Trust seller in Q2 2023 was Ameriprise, an estimated $347M sold.
Based on aggregated 13F filings for Q2 2023.