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106 hedge funds and large institutions have $169M invested in NatWest in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $628K

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $149M → $169M (+$19.8M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 105106 (+1)

0.02% more ownership

Funds ownership: 0.23%0.24% (+0.02%)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
26
Closed
17
Calls
$3.63M
Puts
$628K
Net Calls
+$3M
Net Calls Change
-$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$147K +$16K +2,641 +12%
First Trust Advisors
52
First Trust Advisors
Illinois
$145K +$145K +23,927 New
CCP
53
Corient Capital Partners
California
$128K +$19.5K +3,221 +18%
BP
54
Ballentine Partners
Massachusetts
$124K +$13.6K +2,256 +12%
WFI
55
West Family Investments
California
$119K +$118K +19,533 New
AP
56
Advisor Partners
California
$115K +$9.3K +1,538 +9%
EI
57
Ethic Inc
New York
$114K +$114K +18,819 New
Creative Planning
58
Creative Planning
Kansas
$105K -$60.9K -10,079 -37%
Franklin Resources
59
Franklin Resources
California
$103K +$2.21K +365 +2%
FTDI
60
First Trust Direct Indexing
Massachusetts
$101K +$101K +16,692 New
DS
61
DRW Securities
Illinois
$100K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$86K +$12.3K +2,036 +17%
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$82K +$6.64K +1,099 +9%
BC
64
Bridgefront Capital
Texas
$82K +$81.5K +13,476 New
GT
65
Glenmede Trust
Pennsylvania
$82K +$82K +13,571 New
LC
66
Lindbrook Capital
California
$75K
PP
67
PDS Planning
Ohio
$74K +$74K +12,247 New
CCA
68
Checchi Capital Advisers
California
$73K -$4.79K -792 -6%
M&T Bank
69
M&T Bank
New York
$73K +$10.7K +1,770 +17%
CG
70
Caprock Group
Idaho
$70K -$6.37K -1,053 -8%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$65K
EGM
72
Engineers Gate Manager
New York
$62K +$61.7K +10,214 New
PAG
73
Private Advisor Group
New Jersey
$60K +$60.3K +9,973 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$46K -$1.83K -303 -4%
JP Morgan Chase
75
JP Morgan Chase
New York
$33K -$1.42M -234,944 -98%

NWG Hedge Fund Activity: Q2 2021 in Review

106 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2021, worth a combined $169M — up 13% from $149M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NWG positions and 17 closed out — a net gain of 2 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $15M. The largest seller was Optiver Holding, cutting an estimated $6.1M.

  • 106 institutional investors held NatWest (NWG) as of Q2 2021, up from 105 in Q1 2021.
  • Funds reported $169M of NatWest stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new NatWest positions in Q2 2021 and 17 closed out, a net change of +2 holders.
  • The largest NatWest buyer in Q2 2021 was Westwood Holdings Group, an estimated $15M added.
  • The largest NatWest seller in Q2 2021 was Optiver Holding, an estimated $6.1M sold.

Based on aggregated 13F filings for Q2 2021.