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NatWest
NWG

110 hedge funds and large institutions have $184M invested in NatWest in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $262K

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $169M → $184M (+$14.5M)

4% more funds holding

Funds holding: 106 → 110 (+4)

0% more ownership

Funds ownership: 0.24% → 0.24% (+0%)

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
44
Reduced
25
Closed
10
Calls
$2.36M
Puts
$262K
Net Calls
+$2.1M
Net Calls Change
-$899K

Top Buyers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
+$4.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.19M
3
PPA
Parametric Portfolio Associates
Washington
+$3.68M
4
Citigroup
Citigroup
New York
+$3.44M
5
Goldman Sachs
Goldman Sachs
New York
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.32M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.62M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.76M
5
Morgan Stanley
Morgan Stanley
New York
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$67K +$63.4K +10,184 New
Stifel Financial
77
Stifel Financial
Missouri
$65K +$61K +9,794 New
CG
78
Caprock Group
Idaho
$63K -$12.3K -1,975 -17%
PA
79
Parallel Advisors
California
$54K +$25.2K +4,048 +95%
JP Morgan Chase
80
JP Morgan Chase
New York
$32K -$2.6K -417 -8%
ZB
81
Zions Bancorporation
Utah
$28K -$137 -22 -0.5%
FPS
82
Fieldpoint Private Securities
Connecticut
$23K – – –
SFG
83
Sage Financial Group
Pennsylvania
$21K – – –
Bessemer Group
84
Bessemer Group
New Jersey
$13K -$4.04K -649 -25%
WT
85
Washington Trust
Rhode Island
$11K – – –
Osaic Holdings
86
Osaic Holdings
Arizona
$10K -$1.94K -311 -16%
GWS
87
Glassman Wealth Services
Virginia
$9K +$405 +65 +5%
CCA
88
Column Capital Advisors
Indiana
$8K – – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.09K -$199 -32 -3%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$4K – – –
GRP
91
Global Retirement Partners
California
$3K +$2.68K +431 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2K -$4.64K -745 -66%
AFG
93
Albion Financial Group
Utah
$2K – – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SWM
95
Spire Wealth Management
Virginia
$2K – – –
SPIA
96
Steward Partners Investment Advisory
New York
$2K – – –
DOA
97
D'Orazio & Associates
Virginia
$2K +$2.13K +343 New
SSC
98
Syverson Strege & Co
Iowa
$2K +$2.25K +361 New
TRCT
99
Tower Research Capital (TRC)
New York
$1K -$20.6K -3,304 -95%
EI
100
Ellevest Inc
New York
$1K -$2.89K -464 -74%
1 2 3
4
5

NWG Hedge Fund Activity: Q3 2021 in Review

110 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2021, worth a combined $184M — up 8.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWG positions and 10 closed out — a net gain of 4 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $4.2M. The largest seller was Northern Trust, cutting an estimated $6.32M.

  • 110 institutional investors held NatWest (NWG) as of Q3 2021, up from 106 in Q2 2021.
  • Funds reported $184M of NatWest stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 14 funds opened new NatWest positions in Q3 2021 and 10 closed out, a net change of +4 holders.
  • The largest NatWest buyer in Q3 2021 was Marshall Wace North America, an estimated $4.2M added.
  • The largest NatWest seller in Q3 2021 was Northern Trust, an estimated $6.32M sold.

Based on aggregated 13F filings for Q3 2021.