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NatWest
NWG

125 hedge funds and large institutions have $239M invested in NatWest in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.29M

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

19% more funds holding

Funds holding: 105 → 125 (+20)

15% more capital invested

Capital invested by funds: $208M → $239M (+$31.3M)

Holders
125
Holders Change
+20
Holders Change %
+19.05%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
35
Reduced
29
Closed
10
Calls
$14.1M
Puts
$2.29M
Net Calls
+$11.9M
Net Calls Change
+$1.57M

Top Buyers

Rank Fund Capital Flow
1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$8.98M
2
Renaissance Technologies
Renaissance Technologies
New York
+$8.16M
3
LP
LMR Partners
United Kingdom
+$4.81M
4
ClearBridge Investments
ClearBridge Investments
New York
+$3.04M
5
PPA
Parametric Portfolio Associates
Washington
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.88M
2
Bank of America
Bank of America
North Carolina
-$1.77M
3
NIMC
NWQ Investment Management Company
California
-$1.18M
4
NFA
Nationwide Fund Advisors
Ohio
-$888K
5
Two Sigma Investments
Two Sigma Investments
New York
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
51
A.R.T. Advisors
New York
$141K +$137K +17,179 New
Citigroup
52
Citigroup
New York
$139K +$24.5K +3,060 +22%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$135K +$131K +16,396 New
VF
54
Virtu Financial
New York
$134K -$242K -30,225 -65%
LC
55
Lourd Capital
California
$131K +$127K +15,919 New
QCMC
56
Quantum Capital Management (California)
California
$130K -$3.3K -413 -3%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$130K +$34.7K +4,337 +38%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$128K +$592 +74 +0.5%
IFWM
59
Institute for Wealth Management
Colorado
$125K +$121K +15,145 New
PG
60
PEAK6 Group
Illinois
$124K +$38.2K +4,784 +47%
GT
61
Greenleaf Trust
Michigan
$120K – – –
KWM
62
Kingsview Wealth Management
Oregon
$118K +$115K +14,392 New
RW
63
Rand Wealth
Maryland
$115K – – –
Creative Planning
64
Creative Planning
Kansas
$110K -$2.67K -334 -2%
SC
65
Sovarnum Capital
New York
$92K +$89.1K +11,143 New
CCA
66
Checchi Capital Advisers
California
$91K -$1.85K -232 -2%
FCM
67
Flinton Capital Management
Pennsylvania
$90K – – –
LSAG
68
Lake Street Advisors Group
New Hampshire
$90K +$87.8K +10,989 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$89K +$11.1K +1,387 +15%
RCM
70
Riverhead Capital Management
Delaware
$88K – – –
SC
71
Scotia Capital
Ontario, Canada
$88K – – –
OSNBOA
72
Old Second National Bank of Aurora
Illinois
$87K – – –
STA
73
Summit Trail Advisors
New York
$85K +$73.4K +9,177 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$83K +$80.6K +10,079 New
TAM
75
Tyers Asset Management
Texas
$74K – – –
1 2
3
4 5

NWG Hedge Fund Activity: Q4 2017 in Review

125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2017, worth a combined $239M — up 15% from $208M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NWG positions and 10 closed out — a net gain of 20 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $8.98M. The largest seller was Jane Street, cutting an estimated $2.88M.

  • 125 institutional investors held NatWest (NWG) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $239M of NatWest stock for Q4 2017, up 15% quarter-over-quarter.
  • 30 funds opened new NatWest positions in Q4 2017 and 10 closed out, a net change of +20 holders.
  • The largest NatWest buyer in Q4 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.98M added.
  • The largest NatWest seller in Q4 2017 was Jane Street, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2017.