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82 hedge funds and large institutions have $165M invested in NatWest in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $135M → $165M (+$29.7M)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8582 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

91% less call options, than puts

Call options by funds: $533K | Put options by funds: $6.22M

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
28
Reduced
24
Closed
15
Calls
$533K
Puts
$6.22M
Net Calls
-$5.69M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$132K +$2.2K +187 +2%
Citadel Advisors
52
Citadel Advisors
Florida
$119K -$131K -11,123 -53%
KJHP
53
K.J. Harrison & Partners
Ontario, Canada
$113K
Wells Fargo
54
Wells Fargo
California
$106K -$823K -70,057 -89%
QT
55
Quantbot Technologies
New York
$74K +$61.5K +5,234 +587%
Citigroup
56
Citigroup
New York
$72K -$344K -29,275 -83%
Creative Planning
57
Creative Planning
Kansas
$60K +$458 +39 +0.8%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$59K +$435 +37 +0.8%
US Bancorp
59
US Bancorp
Minnesota
$46K +$11.5K +978 +35%
BFA
60
BlackRock Fund Advisors
California
$44K +$1.69K +144 +4%
NES
61
New England Securities
New York
$41K
MCM
62
Manchester Capital Management
Vermont
$37K +$36.1K +3,069 New
BRWA
63
B. Riley Wealth Advisors
Florida
$22.6K +$21.8K +1,857 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$18K +$165 +14 +0.9%
TRCT
65
Tower Research Capital (TRC)
New York
$17K +$16.2K +1,381 New
CFG
66
CKW Financial Group
Hawaii
$14K
HRIA
67
Haberer Registered Investment Advisor
Ohio
$11K
SF
68
Synovus Financial
Georgia
$11K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$11K +$3.28K +279 +45%
AIG
70
American International Group
New York
$9.03K
PTC
71
Private Trust Company
Ohio
$7K -$14.2K -1,207 -68%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$7K
LIA
73
LS Investment Advisors
Michigan
$5K
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$5K +$4K +340 +1,097%
FNBT
75
FineMark National Bank & Trust
Florida
$3K -$6.43K -547 -66%

NWG Hedge Fund Activity: Q2 2014 in Review

82 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2014, worth a combined $165M — up 22% from $135M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NWG and 12 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $13.7M. The largest seller was Coastland Capital, exiting entirely with an estimated $3.8M sold.

  • 82 institutional investors held NatWest (NWG) as of Q2 2014, down from 85 in Q1 2014.
  • Funds reported $165M of NatWest stock for Q2 2014, up 22% quarter-over-quarter.
  • 12 funds opened new NatWest positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest NatWest buyer in Q2 2014 was Manulife (Manufacturers Life Insurance), an estimated $13.7M added.
  • The largest NatWest seller in Q2 2014 was Coastland Capital, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2014.