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107 hedge funds and large institutions have $231M invested in NatWest in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

146,925% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $4K

30% more capital invested

Capital invested by funds: $178M → $231M (+$53.2M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

8% less funds holding

Funds holding: 116107 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
107
Holders Change
-9
Holders Change %
-7.76%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
37
Closed
24
Calls
$5.88M
Puts
$4K
Net Calls
+$5.88M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$1.05M -$20.4K -3,258 -2%
CGH
27
Crossmark Global Holdings
Texas
$810K -$3.72K -594 -0.5%
NCM
28
Narwhal Capital Management
Georgia
$808K -$267K -42,643 -27%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$742K +$598K +95,497 +832%
Stifel Financial
30
Stifel Financial
Missouri
$691K -$17.2K -2,745 -3%
UBS Group
31
UBS Group
Switzerland
$634K +$15.8K +2,529 +3%
SC
32
Scholtz & Company
Connecticut
$614K +$554K +88,562 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$523K +$45.2K +7,218 +11%
Citigroup
34
Citigroup
New York
$450K +$250K +39,992 +161%
Wells Fargo
35
Wells Fargo
California
$447K -$16.8K -2,688 -4%
ECM
36
ETrade Capital Management
Virginia
$380K -$55.4K -8,853 -14%
WAM
37
World Asset Management
Michigan
$370K -$86.9K -13,879 -21%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$370K +$213K +33,989 +176%
QOP
39
Quinn Opportunity Partners
Virginia
$361K
SIGI
40
Susquehanna International Group (Ireland)
Ireland
$346K +$312K +49,909 New
Marshall Wace
41
Marshall Wace
United Kingdom
$293K -$169K -26,966 -39%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$285K +$57.8K +9,227 +29%
PP
43
Paloma Partners
Connecticut
$276K +$250K +39,865 New
First Trust Advisors
44
First Trust Advisors
Illinois
$262K +$153K +24,483 +183%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$255K -$182K -28,995 -44%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$202K +$72.4K +11,567 +65%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$179K -$22.8K -3,636 -12%
US Bancorp
48
US Bancorp
Minnesota
$165K -$8.32K -1,329 -5%
GT
49
Greenleaf Trust
Michigan
$162K -$34.1K -5,449 -19%
ECM
50
ExodusPoint Capital Management
New York
$159K +$144K +22,944 New

NWG Hedge Fund Activity: Q4 2019 in Review

107 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2019, worth a combined $231M — up 30% from $178M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NWG and 17 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 36 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $4.42M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $2.72M.

  • 107 institutional investors held NatWest (NWG) as of Q4 2019, down from 116 in Q3 2019.
  • Funds reported $231M of NatWest stock for Q4 2019, up 30% quarter-over-quarter.
  • 17 funds opened new NatWest positions in Q4 2019 and 24 closed out, a net change of -7 holders.
  • The largest NatWest buyer in Q4 2019 was Tocqueville Asset Management, an estimated $4.42M added.
  • The largest NatWest seller in Q4 2019 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2019.