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148 hedge funds and large institutions have $216M invested in NatWest in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.04% more ownership

Funds ownership: 0.4%0.45% (+0.04%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

4% less funds holding

Funds holding: 154148 (-6)

13% less capital invested

Capital invested by funds: $247M → $216M (-$31.7M)

93% less call options, than puts

Call options by funds: $38K | Put options by funds: $553K

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
57
Closed
28
Calls
$38K
Puts
$553K
Net Calls
-$515K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$405K +$499K +81,065 New
VPIM
52
Vanguard Personalized Indexing Management
California
$342K -$69.8K -11,342 -14%
SGA
53
Strategic Global Advisors
California
$325K +$102K +16,558 +34%
Creative Planning
54
Creative Planning
Kansas
$302K +$85.5K +13,891 +30%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$275K -$6.11K -993 -2%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$260K +$320K +52,050 New
S
57
SignatureFD
Georgia
$248K +$10.3K +1,676 +3%
US Bancorp
58
US Bancorp
Minnesota
$247K +$7.57K +1,230 +3%
MC
59
Maverick Capital
Texas
$246K +$214K +34,765 +241%
DWT
60
Dorsey & Whitney Trust
South Dakota
$239K -$1.88K -305 -0.6%
QCG
61
Quadrant Capital Group
Ohio
$222K +$59.4K +9,651 +28%
CGL
62
Clarius Group LLC
Washington
$218K +$8.98K +1,459 +3%
FTDI
63
First Trust Direct Indexing
Massachusetts
$208K -$20.9K -3,393 -8%
VF
64
Virtu Financial
New York
$179K +$221K +35,834 New
CCP
65
Corient Capital Partners
California
$168K +$13.5K +2,200 +8%
LSAG
66
Lake Street Advisors Group
New Hampshire
$160K -$15.4K -2,505 -7%
DOA
67
D'Orazio & Associates
Virginia
$160K +$48.4K +7,869 +33%
WSWA
68
Warren Street Wealth Advisors
California
$150K -$3.82K -620 -2%
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$132K +$29.9K +4,858 +23%
Simplex Trading
70
Simplex Trading
Illinois
$131K +$138K +22,457 +576%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$128K -$37 -6 -0%
Cerity Partners
72
Cerity Partners
New York
$124K -$23.1K -3,744 -13%
BF
73
BOK Financial
Oklahoma
$118K +$57.7K +9,378 +65%
EI
74
Ellevest Inc
New York
$116K -$48.8K -7,927 -25%
AG
75
Ascent Group
Virginia
$116K -$22.5K -3,648 -15%

NWG Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2022, worth a combined $216M — down 13% from $247M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NWG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 60 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.73M. The largest seller was Bank of New York Mellon, cutting an estimated $4.87M.

  • 148 institutional investors held NatWest (NWG) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $216M of NatWest stock for Q3 2022, down 13% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q3 2022 and 28 closed out, a net change of -1 holder.
  • The largest NatWest buyer in Q3 2022 was Crossmark Global Holdings, an estimated $9.73M added.
  • The largest NatWest seller in Q3 2022 was Bank of New York Mellon, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2022.