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276 hedge funds and large institutions have $1.01B invested in NatWest in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 56

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

32% more capital invested

Capital invested by funds: $762M → $1.01B (+$246M)

10% more funds holding

Funds holding: 250276 (+26)

0.2% more ownership

Funds ownership: 1.31%1.51% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less call options, than puts

Call options by funds: $572K | Put options by funds: $735K

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
144
Reduced
56
Closed
22
Calls
$572K
Puts
$735K
Net Calls
-$163K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.82M +$765K +86,029 +79%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.75M +$283K +31,773 +20%
Ameriprise
53
Ameriprise
Minnesota
$1.62M +$52.3K +5,875 +4%
Mariner
54
Mariner
Kansas
$1.58M +$257K +28,934 +21%
SEC
55
Seven Eight Capital
New York
$1.48M +$1.41M +158,106 New
MC
56
Maverick Capital
Texas
$1.4M +$102K +11,516 +8%
EI
57
Ethic Inc
New York
$1.39M +$79K +8,885 +5%
Creative Planning
58
Creative Planning
Kansas
$1.35M +$223K +25,075 +21%
UBS Group
59
UBS Group
Switzerland
$1.29M -$34.1K -3,830 -3%
Marshall Wace
60
Marshall Wace
United Kingdom
$1.27M +$1.21M +135,711 New
RWM
61
Ritholtz Wealth Management
New York
$1.22M +$242K +27,238 +26%
CAM
62
Cresset Asset Management
Illinois
$1.14M +$479K +53,790 +80%
CG
63
Caprock Group
Idaho
$1.11M +$89K +9,999 +9%
AssetMark Inc
64
AssetMark Inc
California
$1.05M +$449K +50,419 +82%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$989K +$940K +105,700 New
VPIM
66
Vanguard Personalized Indexing Management
California
$970K +$169K +19,028 +22%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$953K -$122K -13,711 -12%
MYIA
68
Mount Yale Investment Advisors
Colorado
$934K +$740K +83,149 +500%
AI
69
Atria Investments
North Carolina
$888K -$106K -11,953 -11%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$878K -$22.4K -2,523 -3%
AAM
71
Advisors Asset Management
Colorado
$864K +$50.4K +5,667 +7%
BWP
72
Baldwin Wealth Partners
Massachusetts
$863K +$820K +92,224 New
NW
73
NewEdge Wealth
Pennsylvania
$849K +$845 +95 +0.1%
VA
74
Vident Advisory
Georgia
$846K +$239K +26,844 +42%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$841K -$7.12K -800 -0.9%

NWG Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2024, worth a combined $1.01B — up 32% from $762M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NWG positions and 22 closed out — a net gain of 27 holders — while 144 added to existing stakes and 56 trimmed.

The largest buyer was L1 Capital, adding an estimated $38.1M. The largest seller was Causeway Capital Management, cutting an estimated $7.12M.

  • 276 institutional investors held NatWest (NWG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $1.01B of NatWest stock for Q3 2024, up 32% quarter-over-quarter.
  • 49 funds opened new NatWest positions in Q3 2024 and 22 closed out, a net change of +27 holders.
  • The largest NatWest buyer in Q3 2024 was L1 Capital, an estimated $38.1M added.
  • The largest NatWest seller in Q3 2024 was Causeway Capital Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2024.