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NatWest
NWG

Overview Fund Activity

250 hedge funds and large institutions have $762M invested in NatWest in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+41
Holders Change %
+19.62%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
61
Increased
136
Reduced
36
Closed
17
Calls
$2.5M
Puts
$978K
Net Calls
+$1.52M
Net Calls Change
+$2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$88.4M
2
LC
L1 Capital
Australia
$71.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.9M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$77.7M
5
Wells Fargo
Wells Fargo
California
$14M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
QOP
Quinn Opportunity Partners
Virginia
$14.9M
4
Optiver Holding
Optiver Holding
Netherlands
$1.36M
5
YIH
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$4.18K -$14.4K -1,791 -77%
FRA
227
Front Row Advisors
California
$4.1K +$4.1K +511 New
SIC
228
Salem Investment Counselors
North Carolina
$4.02K – – –
GKIM
229
GW&K Investment Management
Massachusetts
$4K +$505 +70 +14%
FFA
230
Farther Finance Advisors
California
$3.44K +$537 +66 +19%
NA
231
NewEdge Advisors
Louisiana
$3.41K -$7.53K -938 -69%
CAS
232
Coppell Advisory Solutions
Texas
$3.21K +$3.21K +400 New
CFO
233
CVA Family Office
Colorado
$3.19K – – –
OWA
234
Opal Wealth Advisors
New York
$2.37K +$2.37K +295 New
AF
235
Allworth Financial
California
$2.1K +$508 +58 +32%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.06K +$2.06K +257 New
FHA
237
First Horizon Advisors
Tennessee
$2K +$1.29K +161 +183%
CWC
238
Carolinas Wealth Consulting
North Carolina
$1.93K +$40 +5 +2%
PWA
239
Provenance Wealth Advisors
Florida
$1.65K – – –
SIS
240
Sound Income Strategies
Florida
$1.37K +$1.37K +170 New
AWM
241
Activest Wealth Management
Florida
$1.27K +$48 +6 +4%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$1.14K +$1.13K +131 +13,100%
TFF
243
The Family Firm
Maryland
$988 +$988 +123 New
BAM
244
Belpointe Asset Management
Nevada
$756 +$756 +93 New
TAM
245
Tucker Asset Management
Colorado
$739 +$739 +92 New
LIA
246
Lynx Investment Advisory
District of Columbia
$707 +$707 +88 New
AWM
247
Abound Wealth Management
Tennessee
$482 – – –
MFG
248
Mendota Financial Group
Wisconsin
$354 +$354 +44 New
CAM
249
ClariVest Asset Management
California
$349 +$349 +43 New
IA
250
IFP Advisors
Florida
$249 – – –
7 8 9
10
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