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NatWest
NWG

125 hedge funds and large institutions have $239M invested in NatWest in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.29M

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

19% more funds holding

Funds holding: 105 → 125 (+20)

15% more capital invested

Capital invested by funds: $208M → $239M (+$31.3M)

Holders
125
Holders Change
+20
Holders Change %
+19.05%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
35
Reduced
29
Closed
10
Calls
$14.1M
Puts
$2.29M
Net Calls
+$11.9M
Net Calls Change
+$1.57M

Top Buyers

Rank Fund Capital Flow
1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$8.98M
2
Renaissance Technologies
Renaissance Technologies
New York
+$8.16M
3
LP
LMR Partners
United Kingdom
+$4.81M
4
ClearBridge Investments
ClearBridge Investments
New York
+$3.04M
5
PPA
Parametric Portfolio Associates
Washington
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.88M
2
Bank of America
Bank of America
North Carolina
-$1.77M
3
NIMC
NWQ Investment Management Company
California
-$1.18M
4
NFA
Nationwide Fund Advisors
Ohio
-$888K
5
Two Sigma Investments
Two Sigma Investments
New York
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
76
Quadrant Capital Group
Ohio
$72K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$65K +$2.72K +340 +5%
IWP
78
Icon Wealth Partners
Texas
$62K +$60.2K +7,537 New
NA
79
Neuburgh Advisers
California
$58K – – –
GBT
80
Grove Bank & Trust
Florida
$54K -$80.3K -10,047 -61%
SEI Investments
81
SEI Investments
Pennsylvania
$54K -$5.12K -641 -9%
NIT
82
NumerixS Investment Technologies
British Columbia, Canada
$53K +$52K +6,500 New
MCIM
83
Meadow Creek Investment Management
Georgia
$42K – – –
PO
84
Private Ocean
California
$38K +$37.1K +4,643 New
RFC
85
Regions Financial Corp
Alabama
$37K +$35.7K +4,470 New
VIA
86
Vantage Investment Advisors
Pennsylvania
$32K -$21.3K -2,661 -40%
CFA
87
Carroll Financial Associates
North Carolina
$31K – – –
KJWM
88
Kiley Juergens Wealth Management
Washington
$29K +$28.3K +3,541 New
AG
89
Advisor Group
Arizona
$28K +$360 +45 +1%
SIAS
90
Shine Investment Advisory Services
Colorado
$25K – – –
CS
91
Credit Suisse
Switzerland
$24K +$24.2K +3,031 New
IA
92
IFP Advisors
Florida
$20K – – –
TRCT
93
Tower Research Capital (TRC)
New York
$20K +$8.73K +1,092 +78%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$17K +$16.7K +2,089 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$15K – – –
PA
96
Parallel Advisors
California
$14K – – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K +$3.7K +463 +44%
PCP
98
Proficio Capital Partners
Massachusetts
$12K -$112 -14 -0.9%
ACM
99
AUA Capital Management
Pennsylvania
$11K – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$11K +$1.29K +161 +14%
2 3
4
5 6

NWG Hedge Fund Activity: Q4 2017 in Review

125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2017, worth a combined $239M — up 15% from $208M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NWG positions and 10 closed out — a net gain of 20 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $8.98M. The largest seller was Jane Street, cutting an estimated $2.88M.

  • 125 institutional investors held NatWest (NWG) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $239M of NatWest stock for Q4 2017, up 15% quarter-over-quarter.
  • 30 funds opened new NatWest positions in Q4 2017 and 10 closed out, a net change of +20 holders.
  • The largest NatWest buyer in Q4 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.98M added.
  • The largest NatWest seller in Q4 2017 was Jane Street, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2017.