We are live on ! Find out more

276 hedge funds and large institutions have $1.01B invested in NatWest in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 56

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

32% more capital invested

Capital invested by funds: $762M → $1.01B (+$246M)

10% more funds holding

Funds holding: 250276 (+26)

0.2% more ownership

Funds ownership: 1.31%1.51% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less call options, than puts

Call options by funds: $572K | Put options by funds: $735K

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
144
Reduced
56
Closed
22
Calls
$572K
Puts
$735K
Net Calls
-$163K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$4.04K +$62 +7 +2%
FFA
252
Farther Finance Advisors
California
$3.89K -$53 -6 -1%
CAS
253
Coppell Advisory Solutions
Texas
$3.74K
CFO
254
CVA Family Office
Colorado
$3.72K
GBT
255
Grove Bank & Trust
Florida
$3.12K +$2.96K +333 New
AEPWM
256
Atlantic Edge Private Wealth Management
Florida
$2.81K +$2.67K +300 New
FDCP
257
Foster Dykema Cabot & Partners
Massachusetts
$2.66K +$2.53K +284 New
PWA
258
Provenance Wealth Advisors
Florida
$1.93K
SIS
259
Sound Income Strategies
Florida
$1.59K
AWM
260
Activest Wealth Management
Florida
$1.51K +$18 +2 +1%
CFB
261
Cullen/Frost Bankers
Texas
$1.49K +$1.42K +159 New
SPIA
262
Steward Partners Investment Advisory
New York
$1.45K -$3.26K -366 -70%
CWP
263
Concord Wealth Partners
Virginia
$1.42K +$1.35K +152 New
LFG
264
Larson Financial Group
Missouri
$1.31K +$1.25K +140 New
CWC
265
Carolinas Wealth Consulting
North Carolina
$1.05K -$1.14K -128 -53%
BAM
266
Belpointe Asset Management
Nevada
$870
TAM
267
Tucker Asset Management
Colorado
$861
MFG
268
Mendota Financial Group
Wisconsin
$674 +$249 +28 +64%
HI
269
Horizon Investments
North Carolina
$674 +$641 +72 New
AWM
270
Abound Wealth Management
Tennessee
$525 -$36 -4 -7%
CA
271
CoreCap Advisors
Michigan
$515 +$489 +55 New
CTC
272
Central Trust Company
Missouri
$483 +$463 +52 New
MG
273
Mather Group
Illinois
$393 +$374 +42 New
CAM
274
ClariVest Asset Management
California
$349
IA
275
IFP Advisors
Florida
$281 -$9 -1 -3%

NWG Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2024, worth a combined $1.01B — up 32% from $762M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NWG positions and 22 closed out — a net gain of 27 holders — while 144 added to existing stakes and 56 trimmed.

The largest buyer was L1 Capital, adding an estimated $38.1M. The largest seller was Causeway Capital Management, cutting an estimated $7.12M.

  • 276 institutional investors held NatWest (NWG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $1.01B of NatWest stock for Q3 2024, up 32% quarter-over-quarter.
  • 49 funds opened new NatWest positions in Q3 2024 and 22 closed out, a net change of +27 holders.
  • The largest NatWest buyer in Q3 2024 was L1 Capital, an estimated $38.1M added.
  • The largest NatWest seller in Q3 2024 was Causeway Capital Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2024.