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82 hedge funds and large institutions have $165M invested in NatWest in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $135M → $165M (+$29.7M)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8582 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

91% less call options, than puts

Call options by funds: $533K | Put options by funds: $6.22M

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
28
Reduced
24
Closed
15
Calls
$533K
Puts
$6.22M
Net Calls
-$5.69M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$724K -$3.14M -266,822 -82%
AIM
27
ARGA Investment Management
Connecticut
$666K
RIL
28
Rothschild Investment LLC
Illinois
$653K -$49.1K -4,179 -7%
CAM
29
Capstone Asset Management
Texas
$612K -$53K -4,509 -8%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$610K +$307K +26,108 +109%
LPL Financial
31
LPL Financial
California
$565K -$42.6K -3,622 -7%
RCM
32
Riverhead Capital Management
Delaware
$521K
PIC
33
Portland Investment Counsel
Ontario, Canada
$508K +$491K +41,786 New
ARTA
34
A.R.T. Advisors
New York
$505K +$217K +18,479 +80%
HCM
35
Hollencrest Capital Management
California
$498K
PP
36
PDT Partners
New York
$429K +$288K +24,515 +228%
HighTower Advisors
37
HighTower Advisors
Illinois
$366K +$354K +30,137 New
CL
38
CSS LLC
Illinois
$295K +$111K +9,472 +64%
NCCM
39
Nine Chapters Capital Management
New Jersey
$268K +$259K +22,007 New
IPC
40
Independent Portfolio Consultants
Florida
$252K
VKH
41
Virtu KCG Holdings
New York
$251K +$32.9K +2,801 +16%
COI
42
Connable Office Inc
Michigan
$227K -$3.64K -310 -2%
PG
43
PEAK6 Group
Illinois
$217K +$49K +4,165 +31%
CS
44
Credit Suisse
Switzerland
$201K -$110K -9,362 -36%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$172K +$29.1K +2,477 +21%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$164K +$1.56K +133 +1%
OA
47
OFI Advisors
Pennsylvania
$151K -$17.1K -1,457 -10%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$148K +$1.08K +92 +0.8%
ST
49
Spot Trading
Illinois
$133K -$462K -39,281 -78%
CCA
50
Checchi Capital Advisers
California
$133K +$128K +10,929 New

NWG Hedge Fund Activity: Q2 2014 in Review

82 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2014, worth a combined $165M — up 22% from $135M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NWG and 12 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $13.7M. The largest seller was Coastland Capital, exiting entirely with an estimated $3.8M sold.

  • 82 institutional investors held NatWest (NWG) as of Q2 2014, down from 85 in Q1 2014.
  • Funds reported $165M of NatWest stock for Q2 2014, up 22% quarter-over-quarter.
  • 12 funds opened new NatWest positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest NatWest buyer in Q2 2014 was Manulife (Manufacturers Life Insurance), an estimated $13.7M added.
  • The largest NatWest seller in Q2 2014 was Coastland Capital, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2014.