NWG icon

NatWest
NWG

Overview Fund Activity

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
Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.99%
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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$19.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.7M
3
LC
L1 Capital
Australia
+$14.7M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$9.65M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.75M

Top Sellers

1
CCM
Causeway Capital Management
California
-$7.49M
2
Northern Trust
Northern Trust
Illinois
-$4.61M
3
Millennium Management
Millennium Management
New York
-$2.35M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.12M
5
Barclays
Barclays
United Kingdom
-$940K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$4.04K +$66 +7 +2%
FFA
252
Farther Finance Advisors
California
$3.89K -$56 -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 +$3.12K +333 New
AEPWM
256
Atlantic Edge Private Wealth Management
Florida
$2.81K +$2.81K +300 New
FDCP
257
Foster Dykema Cabot & Partners
Massachusetts
$2.66K +$2.66K +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 +$19 +2 +1%
CFB
261
Cullen/Frost Bankers
Texas
$1.49K +$1.49K +159 New
SPIA
262
Steward Partners Investment Advisory
New York
$1.45K -$3.43K -366 -70%
CWP
263
Concord Wealth Partners
Virginia
$1.42K +$1.42K +152 New
LFG
264
Larson Financial Group
Missouri
$1.31K +$1.31K +140 New
CWC
265
Carolinas Wealth Consulting
North Carolina
$1.05K -$1.2K -128 -53%
BAM
266
Belpointe Asset Management
Nevada
$870 – – –
TAM
267
Tucker Asset Management
Colorado
$861 – – –
MFG
268
Mendota Financial Group
Wisconsin
$674 +$262 +28 +64%
HI
269
Horizon Investments
North Carolina
$674 +$674 +72 New
AWM
270
Abound Wealth Management
Tennessee
$525 -$38 -4 -7%
CA
271
CoreCap Advisors
Michigan
$515 +$515 +55 New
CTC
272
Central Trust Company
Missouri
$483 +$483 +52 New
MG
273
Mather Group
Illinois
$393 +$393 +42 New
CAM
274
ClariVest Asset Management
California
$349 – – –
IA
275
IFP Advisors
Florida
$281 -$9 -1 -3%
8 9 10
11
12