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NatWest
NWG

170 hedge funds and large institutions have $329M invested in NatWest in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $260M → $329M (+$68.3M)

5% more funds holding

Funds holding: 162 → 170 (+8)

0.06% more ownership

Funds ownership: 0.46% → 0.52% (+0.06%)

81% less call options, than puts

Call options by funds: $63K | Put options by funds: $337K

Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
42
Closed
18
Calls
$63K
Puts
$337K
Net Calls
-$274K
Net Calls Change
+$720K

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$11.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.65M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$5.73M
4
Optiver Holding
Optiver Holding
Netherlands
+$5.69M
5
BIP
Brandes Investment Partners
California
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.72M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.25M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.67M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sanders Capital
26
Sanders Capital
Florida
$2.14M +$51.5K +7,300 +2%
EI
27
Ethic Inc
New York
$1.96M +$131K +18,557 +7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.95M – – –
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.89M +$2.02M +286,510 New
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.88M +$35.3K +4,997 +2%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$1.55M +$1.66M +234,730 New
SCM
32
Seascape Capital Management
New Hampshire
$1.2M +$1.29M +182,354 New
Ameriprise
33
Ameriprise
Minnesota
$1.04M +$4.98K +705 +0.5%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$1.04M +$930K +131,731 +506%
Stifel Financial
35
Stifel Financial
Missouri
$976K +$3.15K +447 +0.3%
UBS Group
36
UBS Group
Switzerland
$924K -$45.8K -6,483 -4%
BCI
37
Brinker Capital Investments
Pennsylvania
$887K +$46.2K +6,538 +5%
OPS
38
Orion Portfolio Solutions
Nebraska
$887K +$949K +134,462 New
Jane Street
39
Jane Street
New York
$882K +$703K +99,575 +276%
Renaissance Technologies
40
Renaissance Technologies
New York
$854K -$1.34M -189,591 -59%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$843K -$44K -6,240 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$771K +$11.1K +1,577 +1%
MCM
43
McKinley Capital Management
Alaska
$734K -$3.35K -474 -0.4%
MCM
44
MAI Capital Management
Ohio
$643K +$15.1K +2,142 +2%
CWP
45
Capital Wealth Planning
Florida
$620K +$528K +74,743 +390%
PCM
46
Penserra Capital Management
California
$619K +$528K +74,743 +390%
Mariner
47
Mariner
Kansas
$604K +$146K +20,728 +29%
Squarepoint
48
Squarepoint
New York
$588K +$401K +56,788 +176%
Marshall Wace
49
Marshall Wace
United Kingdom
$564K +$603K +85,431 New
CLOS
50
Compagnie Lombard Odier SCmA
Switzerland
$547K – – –
1
2
3 4 5

NWG Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2023, worth a combined $329M — up 26% from $260M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NWG positions and 18 closed out — a net gain of 11 holders — while 80 added to existing stakes and 42 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $11.2M. The largest seller was Arrowstreet Capital, cutting an estimated $8.72M.

  • 170 institutional investors held NatWest (NWG) as of Q1 2023, up from 162 in Q4 2022.
  • Funds reported $329M of NatWest stock for Q1 2023, up 26% quarter-over-quarter.
  • 29 funds opened new NatWest positions in Q1 2023 and 18 closed out, a net change of +11 holders.
  • The largest NatWest buyer in Q1 2023 was Todd Asset Management, an estimated $11.2M added.
  • The largest NatWest seller in Q1 2023 was Arrowstreet Capital, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2023.