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209 hedge funds and large institutions have $425M invested in NatWest in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
111
Reduced
33
Closed
24
Calls
$34K
Puts
$508K
Net Calls
-$474K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
51
Grey Street Capital
Illinois
$628K +$526K +88,695 New
Creative Planning
52
Creative Planning
Kansas
$606K +$131K +22,044 +33%
Pzena Investment Management
53
Pzena Investment Management
New York
$544K +$56.7K +9,555 +14%
Cerity Partners
54
Cerity Partners
New York
$525K +$299K +50,374 +187%
JP Morgan Chase
55
JP Morgan Chase
New York
$518K -$378K -63,675 -46%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$509K -$36.4K -6,127 -8%
YCM
57
Yousif Capital Management
Michigan
$501K
GAM
58
Groupama Asset Management
France
$482K +$852K +143,687 New
AAM
59
Advisors Asset Management
Colorado
$461K +$56K +9,445 +16%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$460K +$44.6K +7,513 +12%
VPIM
61
Vanguard Personalized Indexing Management
California
$451K +$87.9K +14,819 +29%
AC
62
AXQ Capital
New Jersey
$446K -$1.19K -200 -0.3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$432K +$377K +63,472 New
BCM
64
Barometer Capital Management
Ontario, Canada
$431K +$207K +34,824 +165%
BCM
65
Bayesian Capital Management
New York
$426K +$372K +62,700 New
US Bancorp
66
US Bancorp
Minnesota
$419K +$31.5K +5,303 +9%
RC
67
RBF Capital
California
$408K
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$394K +$14.4K +2,430 +4%
DWT
69
Dorsey & Whitney Trust
South Dakota
$385K +$1.79K +301 +0.5%
SGA
70
Strategic Global Advisors
California
$382K -$3.07K -518 -0.9%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$379K +$2.97K +501 +0.9%
Jane Street
72
Jane Street
New York
$367K +$320K +53,914 New
Truist Financial
73
Truist Financial
North Carolina
$359K +$38.9K +6,559 +14%
GCM
74
Gallacher Capital Management
Colorado
$346K +$4.67K +788 +2%
S
75
SignatureFD
Georgia
$333K +$42.1K +7,091 +17%

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.