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83 hedge funds and large institutions have $111M invested in NatWest in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more funds holding

Funds holding: 7183 (+12)

17% less capital invested

Capital invested by funds: $134M → $111M (-$22.5M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

96% less call options, than puts

Call options by funds: $689K | Put options by funds: $16M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
18
Reduced
23
Closed
14
Calls
$689K
Puts
$16M
Net Calls
-$15.3M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
OFI Advisors
Pennsylvania
$166K +$12K +999 +8%
COI
52
Connable Office Inc
Michigan
$163K +$161K +13,399 New
GVT
53
Genesee Valley Trust
New York
$155K +$152K +12,669 New
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$145K +$755 +63 +0.5%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$136K +$134K +11,209 New
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$131K +$129K +10,759 New
LCM
57
Landscape Capital Management
New Jersey
$130K +$128K +10,679 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$127K +$124K +10,372 New
KJHP
59
K.J. Harrison & Partners
Ontario, Canada
$121K
CIP
60
Convergence Investment Partners
Florida
$117K -$12.5K -1,044 -10%
Citigroup
61
Citigroup
New York
$61K +$12.4K +1,038 +26%
Creative Planning
62
Creative Planning
Kansas
$60K
BFA
63
BlackRock Fund Advisors
California
$43K
NES
64
New England Securities
New York
$40K +$17.8K +1,486 +84%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$30K -$162K -13,526 -85%
QT
66
Quantbot Technologies
New York
$28K +$27.8K +2,321 New
PTC
67
Private Trust Company
Ohio
$22K
US Bancorp
68
US Bancorp
Minnesota
$20K +$3.32K +277 +20%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$18K
HRIA
70
Haberer Registered Investment Advisor
Ohio
$11K
SF
71
Synovus Financial
Georgia
$11K
CFG
72
CKW Financial Group
Hawaii
$9K +$8.44K +704 New
FNBT
73
FineMark National Bank & Trust
Florida
$7K +$6.57K +548 New
LIA
74
LS Investment Advisors
Michigan
$5K
Walleye Trading
75
Walleye Trading
New York
$4K +$4.32K +360 New

NWG Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2013, worth a combined $111M — down 17% from $134M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NWG positions and 14 closed out — a net gain of 13 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $7M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $20.2M sold.

  • 83 institutional investors held NatWest (NWG) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $111M of NatWest stock for Q4 2013, down 17% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q4 2013 and 14 closed out, a net change of +13 holders.
  • The largest NatWest buyer in Q4 2013 was Managed Account Advisors, an estimated $7M added.
  • The largest NatWest seller in Q4 2013 was Vertex One Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2013.