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NatWest
NWG

96 hedge funds and large institutions have $147M invested in NatWest in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $5M

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

18% more capital invested

Capital invested by funds: $125M → $147M (+$22.6M)

9% more funds holding

Funds holding: 88 → 96 (+8)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
23
Closed
12
Calls
$14.6M
Puts
$5M
Net Calls
+$9.64M
Net Calls Change
+$8.89M

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$4.03M
2
Bank of America
Bank of America
North Carolina
+$2.84M
3
PPA
Parametric Portfolio Associates
Washington
+$1.87M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.79M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.52M
2
CG
Cutler Group
California
-$1.03M
3
MM
Midas Management
New York
-$923K
4
CS
Credit Suisse
Switzerland
-$652K
5
Creative Planning
Creative Planning
Kansas
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$18K -$7.3K -1,161 -30%
QCG
77
Quadrant Capital Group
Ohio
$16K +$943 +150 +5%
TRCT
78
Tower Research Capital (TRC)
New York
$15K +$13.8K +2,195 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$12K – – –
EWM
80
Edge Wealth Management
New York
$10K – – –
PG
81
PEAK6 Group
Illinois
$9K -$124K -19,733 -93%
ACM
82
AUA Capital Management
Pennsylvania
$9K – – –
JP Morgan Chase
83
JP Morgan Chase
New York
$7K – – –
PA
84
Parallel Advisors
California
$5K – – –
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$5K +$3.8K +604 +302%
WT
86
Whittier Trust
California
$5K +$5.21K +829 New
GT
87
Glenmede Trust
Pennsylvania
$4K -$5.54K -881 -52%
WA
88
Winfield Associates
Ohio
$4K +$1.6K +255 +67%
ZB
89
Zions Bancorporation
Utah
$4K +$3.17K +505 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$3K – – –
LIA
91
LS Investment Advisors
Michigan
$3K – – –
ASN
92
Advisory Services Network
Georgia
$2K +$1.97K +314 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$425 +$409 +65 New
MM
94
Midas Management
New York
– -$923K -154,886 Closed
Renaissance Technologies
95
Renaissance Technologies
New York
– -$210K -35,286 Closed
DTL
96
Dynamic Technology Lab
Singapore
– -$126K -21,198 Closed
WS
97
Wedbush Securities
California
– -$114K -19,221 Closed
CSS
98
Cubist Systematic Strategies
Connecticut
– -$111K -18,647 Closed
ST
99
Spot Trading
Illinois
– -$111K -17,683 Closed
OMC
100
Old Mission Capital
Illinois
– -$93K -15,555 Closed
1 2 3
4
5

NWG Hedge Fund Activity: Q1 2017 in Review

96 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2017, worth a combined $147M — up 18% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NWG positions and 12 closed out — a net gain of 9 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was LMR Partners, opening a new position worth an estimated $4.03M. The largest seller was Jane Street, cutting an estimated $3.52M.

  • 96 institutional investors held NatWest (NWG) as of Q1 2017, up from 88 in Q4 2016.
  • Funds reported $147M of NatWest stock for Q1 2017, up 18% quarter-over-quarter.
  • 21 funds opened new NatWest positions in Q1 2017 and 12 closed out, a net change of +9 holders.
  • The largest NatWest buyer in Q1 2017 was LMR Partners, an estimated $4.03M added.
  • The largest NatWest seller in Q1 2017 was Jane Street, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2017.