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NatWest
NWG

175 hedge funds and large institutions have $312M invested in NatWest in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 171 → 175 (+4)

0.03% more ownership

Funds ownership: 0.57% → 0.6% (+0.03%)

1% less capital invested

Capital invested by funds: $314M → $312M (-$2.06M)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
73
Reduced
52
Closed
29
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
+$991K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.08M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$6.99M
3
CCM
Causeway Capital Management
California
+$6.31M
4
Northern Trust
Northern Trust
Illinois
+$4.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$8.08M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$2.08M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.06M
5
HF
HRT Financial
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.17M +$469K +77,679 +63%
SEI Investments
27
SEI Investments
Pennsylvania
$1.14M +$1.18M +195,144 New
BCI
28
Brinker Capital Investments
Pennsylvania
$1.11M +$186K +30,733 +19%
OPS
29
Orion Portfolio Solutions
Nebraska
$1.11M +$186K +30,733 +19%
EI
30
Ethic Inc
New York
$1.01M -$180K -29,767 -15%
Ameriprise
31
Ameriprise
Minnesota
$928K +$47K +7,770 +5%
Stifel Financial
32
Stifel Financial
Missouri
$891K -$4.38K -724 -0.5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$870K -$221K -36,530 -20%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$855K +$111K +18,345 +14%
UBS Group
35
UBS Group
Switzerland
$804K -$44K -7,280 -5%
Mariner
36
Mariner
Kansas
$573K +$11.4K +1,885 +2%
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$547K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$545K +$13.9K +2,302 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$484K -$15.2K -2,512 -3%
Millennium Management
40
Millennium Management
New York
$478K -$1.01M -166,322 -67%
OAM
41
Oppenheimer Asset Management
New York
$463K +$480K +79,425 New
YCM
42
Yousif Capital Management
Michigan
$429K -$34.7K -5,740 -7%
Creative Planning
43
Creative Planning
Kansas
$391K +$149K +24,714 +58%
Charles Schwab
44
Charles Schwab
California
$384K +$216K +35,757 +119%
Osaic Holdings
45
Osaic Holdings
Arizona
$381K +$241K +39,886 +157%
RC
46
RBF Capital
California
$350K – – –
SGA
47
Strategic Global Advisors
California
$335K -$21.6K -3,579 -6%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$333K +$345K +57,062 New
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$330K +$11.2K +1,861 +3%
Squarepoint
50
Squarepoint
New York
$324K +$112K +18,611 +50%
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NWG Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2023, worth a combined $312M — down 0.66% from $314M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NWG positions and 29 closed out — a net gain of 5 holders — while 73 added to existing stakes and 52 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $9.08M. The largest seller was Optiver Holding, exiting entirely with an estimated $8.08M sold.

  • 175 institutional investors held NatWest (NWG) as of Q3 2023, up from 171 in Q2 2023.
  • Funds reported $312M of NatWest stock for Q3 2023, down 0.66% quarter-over-quarter.
  • 34 funds opened new NatWest positions in Q3 2023 and 29 closed out, a net change of +5 holders.
  • The largest NatWest buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $9.08M added.
  • The largest NatWest seller in Q3 2023 was Optiver Holding, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2023.