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NatWest
NWG

119 hedge funds and large institutions have $81.3M invested in NatWest in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,114% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $201K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

11% more funds holding

Funds holding: 107 → 119 (+12)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

65% less capital invested

Capital invested by funds: $231M → $81.3M (-$150M)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
30
Reduced
38
Closed
26
Calls
$2.44M
Puts
$201K
Net Calls
+$2.24M
Net Calls Change
-$3.64M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5M
2
Goldman Sachs
Goldman Sachs
New York
+$4.75M
3
PPA
Parametric Portfolio Associates
Washington
+$4.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.2M
2
ClearBridge Investments
ClearBridge Investments
New York
-$8.73M
3
Jane Street
Jane Street
New York
-$5.77M
4
TAM
Tocqueville Asset Management
New York
-$4.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
26
Narwhal Capital Management
Georgia
$320K -$37.3K -7,080 -6%
Bank of America
27
Bank of America
North Carolina
$307K -$10.2M -1,944,690 -95%
Stifel Financial
28
Stifel Financial
Missouri
$280K -$22.9K -4,354 -4%
CSS
29
Cubist Systematic Strategies
Connecticut
$257K +$462K +87,724 New
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$237K +$290K +55,017 +213%
Barclays
31
Barclays
United Kingdom
$229K +$411K +78,073 New
UBS Group
32
UBS Group
Switzerland
$218K -$89K -16,920 -19%
Simplex Trading
33
Simplex Trading
Illinois
$204K +$368K +69,842 New
Citigroup
34
Citigroup
New York
$201K +$18.6K +3,532 +5%
US Bancorp
35
US Bancorp
Minnesota
$189K +$214K +40,678 +171%
AWM
36
Altium Wealth Management
New York
$186K +$335K +63,634 New
RWM
37
Ritholtz Wealth Management
New York
$161K +$288K +54,804 New
Wells Fargo
38
Wells Fargo
California
$157K -$56.5K -10,743 -17%
WAM
39
World Asset Management
Michigan
$156K – – –
DWT
40
Dorsey & Whitney Trust
South Dakota
$154K +$275K +52,322 New
QOP
41
Quinn Opportunity Partners
Virginia
$152K – – –
SIGI
42
Susquehanna International Group (Ireland)
Ireland
$146K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$138K +$190K +36,165 +332%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$127K +$12.7K +2,418 +6%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$120K +$23.1K +4,381 +12%
DTL
46
Dynamic Technology Lab
Singapore
$119K +$214K +40,726 New
Citadel Advisors
47
Citadel Advisors
Florida
$114K +$205K +38,932 New
HF
48
HRT Financial
New York
$111K +$200K +38,091 New
AP
49
Advisor Partners
California
$109K +$92.2K +17,513 +88%
First Trust Advisors
50
First Trust Advisors
Illinois
$98K -$22.3K -4,234 -11%
1
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NWG Hedge Fund Activity: Q1 2020 in Review

119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2020, worth a combined $81.3M — down 65% from $231M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 26 closed out — a net gain of 14 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Aperio Group, adding an estimated $5M. The largest seller was Bank of America, cutting an estimated $10.2M.

  • 119 institutional investors held NatWest (NWG) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $81.3M of NatWest stock for Q1 2020, down 65% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q1 2020 and 26 closed out, a net change of +14 holders.
  • The largest NatWest buyer in Q1 2020 was Aperio Group, an estimated $5M added.
  • The largest NatWest seller in Q1 2020 was Bank of America, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2020.