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NatWest
NWG

189 hedge funds and large institutions have $346M invested in NatWest in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $312M → $346M (+$34M)

8% more funds holding

Funds holding: 175 → 189 (+14)

0.1% more ownership

Funds ownership: 0.6% → 0.7% (+0.1%)

59% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.37M

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
71
Reduced
64
Closed
21
Calls
$1.39M
Puts
$3.37M
Net Calls
-$1.98M
Net Calls Change
-$2.26M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
CCM
Causeway Capital Management
California
+$3.2M
4
Northern Trust
Northern Trust
Illinois
+$2.97M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.45M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.39M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.37M
5
RWM
Ritholtz Wealth Management
New York
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.25M +$121K +22,756 +11%
Stifel Financial
27
Stifel Financial
Missouri
$1.15M +$269K +50,698 +33%
SCM
28
Seascape Capital Management
New Hampshire
$1.09M -$97.1K -18,283 -9%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1M +$168K +31,585 +22%
Boston Partners
30
Boston Partners
Massachusetts
$950K +$896K +168,766 New
RWM
31
Ritholtz Wealth Management
New York
$938K -$766K -144,185 -46%
BCI
32
Brinker Capital Investments
Pennsylvania
$904K -$180K -33,934 -18%
OPS
33
Orion Portfolio Solutions
Nebraska
$904K -$180K -33,934 -18%
Ameriprise
34
Ameriprise
Minnesota
$873K -$21.8K -4,112 -3%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$835K +$788K +148,300 New
JP Morgan Chase
36
JP Morgan Chase
New York
$788K +$573K +107,901 +337%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$782K -$55.2K -10,400 -7%
UBS Group
38
UBS Group
Switzerland
$781K +$4.35K +819 +0.6%
EI
39
Ethic Inc
New York
$769K -$199K -37,419 -21%
SFA
40
Sequoia Financial Advisors
Ohio
$676K +$486K +91,434 +320%
Mariner
41
Mariner
Kansas
$637K +$79.2K +14,910 +15%
SIGI
42
Susquehanna International Group (Ireland)
Ireland
$624K +$482K +90,761 +454%
Renaissance Technologies
43
Renaissance Technologies
New York
$591K -$1.39M -261,382 -71%
OAM
44
Oppenheimer Asset Management
New York
$574K +$120K +22,516 +28%
LWAM
45
Legacy Wealth Asset Management
Minnesota
$537K +$507K +95,400 New
HighTower Advisors
46
HighTower Advisors
Illinois
$534K +$10K +1,886 +2%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$456K -$10.8K -2,035 -2%
XT
48
XTX Topco
Cayman Islands
$428K +$403K +75,984 New
YCM
49
Yousif Capital Management
Michigan
$414K – – –
Pzena Investment Management
50
Pzena Investment Management
New York
$397K +$114K +21,524 +44%
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NWG Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2023, worth a combined $346M — up 11% from $312M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Goldman Sachs, cutting an estimated $8.62M.

  • 189 institutional investors held NatWest (NWG) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $346M of NatWest stock for Q4 2023, up 11% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q4 2023 and 21 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest NatWest seller in Q4 2023 was Goldman Sachs, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.