We are live on ! Find out more
NWG icon

NatWest
NWG

85 hedge funds and large institutions have $135M invested in NatWest in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $111M → $135M (+$23.8M)

2% more funds holding

Funds holding: 83 → 85 (+2)

75% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $6.1M

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
35
Reduced
20
Closed
10
Calls
$1.51M
Puts
$6.1M
Net Calls
-$4.59M
Net Calls Change
+$10.7M

Top Buyers

Rank Fund Capital Flow
1
VOAM
Vertex One Asset Management
British Columbia, Canada
+$32.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.01M
3
PP
Prudential plc
United Kingdom
+$3.34M
4
MAA
Managed Account Advisors
New Jersey
+$3.03M
5
AG
Aperio Group
California
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.33M
2
CS
Credit Suisse
Switzerland
-$1.52M
3
VKH
Virtu KCG Holdings
New York
-$1.46M
4
Jane Street
Jane Street
New York
-$1.22M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$6K +$6.89K +575 New
LIA
77
LS Investment Advisors
Michigan
$4K – – –
M&T Bank
78
M&T Bank
New York
$3K – – –
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1K – – –
S
80
SignatureFD
Georgia
$1K +$1.09K +91 New
DADC
81
D.A. Davidson & Co
Montana
$1K +$1.13K +94 +129%
Jane Street
82
Jane Street
New York
– -$1.22M -100,039 Closed
PCM
83
Prelude Capital Management
New York
– -$595K -76,050 Closed
Millennium Management
84
Millennium Management
New York
– -$625K -51,257 Closed
ACI
85
Alpha Cubed Investments
California
– -$548K -44,911 Closed
OH
86
Orbis Holdings
Bermuda
– -$411K -33,682 Closed
GC
87
Guggenheim Capital
Illinois
– -$219K -17,931 Closed
LCM
88
Landscape Capital Management
New Jersey
– -$130K -10,679 Closed
CIP
89
Convergence Investment Partners
Florida
– -$117K -9,602 Closed
Walleye Trading
90
Walleye Trading
New York
– -$4.32K -360 Closed
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
– -$1K -58 Closed
1 2 3
4

NWG Hedge Fund Activity: Q1 2014 in Review

85 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2014, worth a combined $135M — up 21% from $111M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NWG positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Vertex One Asset Management, opening a new position worth an estimated $32.7M. The largest seller was Royal Bank of Canada, cutting an estimated $4.33M.

  • 85 institutional investors held NatWest (NWG) as of Q1 2014, up from 83 in Q4 2013.
  • Funds reported $135M of NatWest stock for Q1 2014, up 21% quarter-over-quarter.
  • 13 funds opened new NatWest positions in Q1 2014 and 10 closed out, a net change of +3 holders.
  • The largest NatWest buyer in Q1 2014 was Vertex One Asset Management, an estimated $32.7M added.
  • The largest NatWest seller in Q1 2014 was Royal Bank of Canada, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2014.