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NatWest
NWG

119 hedge funds and large institutions have $81.3M invested in NatWest in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,114% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $201K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

11% more funds holding

Funds holding: 107 → 119 (+12)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

65% less capital invested

Capital invested by funds: $231M → $81.3M (-$150M)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
30
Reduced
38
Closed
26
Calls
$2.44M
Puts
$201K
Net Calls
+$2.24M
Net Calls Change
-$3.64M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5M
2
Goldman Sachs
Goldman Sachs
New York
+$4.75M
3
PPA
Parametric Portfolio Associates
Washington
+$4.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.2M
2
ClearBridge Investments
ClearBridge Investments
New York
-$8.73M
3
Jane Street
Jane Street
New York
-$5.77M
4
TAM
Tocqueville Asset Management
New York
-$4.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
76
TRUE Private Wealth Advisors
Oregon
$31K +$53.7K +10,214 New
Walleye Trading
77
Walleye Trading
New York
$31K +$56.4K +10,723 New
WANY
78
Wealthspire Advisors (New York)
New York
$29K +$51.9K +9,863 New
WIP
79
Wellesley Investment Partners
Massachusetts
$28K – – –
CGL
80
Clarius Group LLC
Washington
$27K +$49.4K +9,385 New
TRCT
81
Tower Research Capital (TRC)
New York
$22K +$40.8K +7,758 New
NIT
82
NumerixS Investment Technologies
British Columbia, Canada
$19K +$34.7K +6,593 New
FCMT
83
Founders Capital Management (Texas)
Texas
$14K +$24.4K +4,643 New
Osaic Holdings
84
Osaic Holdings
Arizona
$13K +$21.7K +4,133 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$12K -$8.96K -1,702 -29%
LC
86
Lindbrook Capital
California
$12K +$19.5K +3,698 +931%
PCG
87
Private Capital Group
Connecticut
$10K +$5.06K +962 +41%
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$17.3K +3,282 +11,317%
SIAS
89
Shine Investment Advisory Services
Colorado
$9K – – –
FRA
90
Front Row Advisors
California
$8K +$8.28K +1,574 +147%
IRC
91
Investors Research Corp
Georgia
$7K – – –
AT
92
Arden Trust
Delaware
$4K +$7.08K +1,346 New
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3K -$859K -163,276 -99%
ZB
94
Zions Bancorporation
Utah
$3K -$6.95K -1,321 -55%
ACM
95
AUA Capital Management
Pennsylvania
$3K -$2.44K -464 -33%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$5.21K +990 New
BCA
97
Berman Capital Advisors
Georgia
$3K +$7.18K +1,364 New
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.81K – – –
FP
99
Financial Perspectives
Minnesota
$2.72K +$4.89K +929 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$2K -$393K -74,716 -99%
2 3
4
5 6

NWG Hedge Fund Activity: Q1 2020 in Review

119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2020, worth a combined $81.3M — down 65% from $231M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 26 closed out — a net gain of 14 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Aperio Group, adding an estimated $5M. The largest seller was Bank of America, cutting an estimated $10.2M.

  • 119 institutional investors held NatWest (NWG) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $81.3M of NatWest stock for Q1 2020, down 65% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q1 2020 and 26 closed out, a net change of +14 holders.
  • The largest NatWest buyer in Q1 2020 was Aperio Group, an estimated $5M added.
  • The largest NatWest seller in Q1 2020 was Bank of America, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2020.