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NatWest
NWG

Overview Fund Activity

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.

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.79%
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

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.2M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$37.8M
3
CCM
3
Causeway Capital Management
California
$6.13M
4
Northern Trust
4
Northern Trust
Illinois
$12.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$34.5M

Top Sellers

1
Optiver Holding
1
Optiver Holding
Netherlands
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$237K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$60.1K
5
HF
5
HRT Financial
New York
$267K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.17M 200,286 +77,679 +63%
SEI Investments
27
SEI Investments
Pennsylvania
$1.14M 195,144 +195,144 New
BCI
28
Brinker Capital Investments
Pennsylvania
$1.11M 190,148 +30,733 +19%
OPS
29
Orion Portfolio Solutions
Nebraska
$1.11M 190,148 +30,733 +19%
EI
30
Ethic Inc
New York
$1.01M 174,095 -29,767 -15%
Ameriprise
31
Ameriprise
Minnesota
$928K 159,244 +7,770 +5%
Stifel Financial
32
Stifel Financial
Missouri
$891K 152,755 -724 -0.5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$870K 149,278 -36,530 -20%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$855K 146,714 +18,345 +14%
UBS Group
35
UBS Group
Switzerland
$804K 137,977 -7,280 -5%
Mariner
36
Mariner
Kansas
$573K 98,242 +1,885 +2%
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$547K 95,216 – –
HighTower Advisors
38
HighTower Advisors
Illinois
$545K 94,495 +2,302 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$484K 83,067 -2,512 -3%
Millennium Management
40
Millennium Management
New York
$478K 82,032 -166,322 -67%
OAM
41
Oppenheimer Asset Management
New York
$463K 79,425 +79,425 New
YCM
42
Yousif Capital Management
Michigan
$429K 73,605 -5,740 -7%
Creative Planning
43
Creative Planning
Kansas
$391K 67,083 +24,714 +58%
Charles Schwab
44
Charles Schwab
California
$384K 65,853 +35,757 +119%
Osaic Holdings
45
Osaic Holdings
Arizona
$381K 65,334 +39,886 +157%
RC
46
RBF Capital
California
$350K 60,000 – –
SGA
47
Strategic Global Advisors
California
$335K 57,535 -3,579 -6%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$333K 57,062 +57,062 New
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$330K 56,641 +1,861 +3%
Squarepoint
50
Squarepoint
New York
$324K 55,516 +18,611 +50%
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