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83 hedge funds and large institutions have $111M invested in NatWest in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more funds holding

Funds holding: 7183 (+12)

17% less capital invested

Capital invested by funds: $134M → $111M (-$22.5M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

96% less call options, than puts

Call options by funds: $689K | Put options by funds: $16M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
18
Reduced
23
Closed
14
Calls
$689K
Puts
$16M
Net Calls
-$15.3M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Spot Trading
Illinois
$991K -$502K -41,909 -34%
Wells Fargo
27
Wells Fargo
California
$941K -$5.02K -419 -0.5%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$898K +$825K +68,863 New
RIL
29
Rothschild Investment LLC
Illinois
$706K -$22.3K -1,857 -3%
CAM
30
Capstone Asset Management
Texas
$672K +$58.3K +4,866 +10%
AIM
31
ARGA Investment Management
Connecticut
$668K -$90.2K -7,521 -12%
LPL Financial
32
LPL Financial
California
$641K -$4.45K -371 -0.7%
Millennium Management
33
Millennium Management
New York
$625K +$248K +20,707 +68%
PCM
34
Prelude Capital Management
New York
$595K +$912K +76,050 New
Nomura Holdings
35
Nomura Holdings
Japan
$585K -$412K -34,358 -42%
ACI
36
Alpha Cubed Investments
California
$548K +$538K +44,911 New
IPC
37
Independent Portfolio Consultants
Florida
$532K -$14.2K -1,184 -3%
HCM
38
Hollencrest Capital Management
California
$498K +$489K +40,811 New
Bank of America
39
Bank of America
North Carolina
$466K -$2.58M -214,904 -85%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$414K -$72.4K -6,036 -15%
OH
41
Orbis Holdings
Bermuda
$411K +$404K +33,682 New
CWM
42
Calamos Wealth Management
Illinois
$385K +$378K +31,525 New
Citadel Advisors
43
Citadel Advisors
Florida
$382K +$213K +17,789 +132%
PMAM
44
Picton Mahoney Asset Management
Ontario, Canada
$354K +$348K +29,018 New
Natixis Advisors
45
Natixis Advisors
Massachusetts
$347K +$341K +28,420 New
PG
46
PEAK6 Group
Illinois
$327K -$96.4K -8,046 -23%
WFM
47
Wilmington Funds Management
Delaware
$247K
GC
48
Guggenheim Capital
Illinois
$219K +$215K +17,931 New
Invesco
49
Invesco
Georgia
$202K +$5.68K +474 +3%
ARTA
50
A.R.T. Advisors
New York
$197K +$194K +16,157 New

NWG Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2013, worth a combined $111M — down 17% from $134M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NWG positions and 14 closed out — a net gain of 13 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $7M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $20.2M sold.

  • 83 institutional investors held NatWest (NWG) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $111M of NatWest stock for Q4 2013, down 17% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q4 2013 and 14 closed out, a net change of +13 holders.
  • The largest NatWest buyer in Q4 2013 was Managed Account Advisors, an estimated $7M added.
  • The largest NatWest seller in Q4 2013 was Vertex One Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2013.