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144 hedge funds and large institutions have $218M invested in NatWest in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $729K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

15% more funds holding

Funds holding: 125144 (+19)

6% more capital invested

Capital invested by funds: $207M → $218M (+$11.7M)

0.05% more ownership

Funds ownership: 0.28%0.33% (+0.05%)

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
56
Reduced
35
Closed
14
Calls
$2.19M
Puts
$729K
Net Calls
+$1.46M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$129K +$34.6K +5,134 +32%
AP
77
Advisor Partners
California
$126K -$21.8K -3,230 -14%
CG
78
Caprock Group
Idaho
$126K +$12.9K +1,915 +10%
WFI
79
West Family Investments
California
$119K -$7.1K -1,053 -5%
FFM
80
Forum Financial Management
Illinois
$105K
Franklin Resources
81
Franklin Resources
California
$105K +$1.6K +237 +1%
DS
82
DRW Securities
Illinois
$101K
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$99K +$109K +16,160 New
HighTower Advisors
84
HighTower Advisors
Illinois
$97K -$1.45K -215 -1%
Stifel Financial
85
Stifel Financial
Missouri
$95K +$26.3K +3,899 +34%
MC
86
Maverick Capital
Texas
$93K -$36.2K -5,373 -26%
WSWA
87
Warren Street Wealth Advisors
California
$93K +$103K +15,202 New
GT
88
Glenmede Trust
Pennsylvania
$92K -$715 -106 -0.7%
PAG
89
Private Advisor Group
New Jersey
$90K +$843 +125 +0.9%
BC
90
Bridgefront Capital
Texas
$89K
SC
91
Savant Capital
Illinois
$89K +$33.4K +4,953 +51%
Creative Planning
92
Creative Planning
Kansas
$87K -$19.7K -2,922 -17%
M&T Bank
93
M&T Bank
New York
$83K +$304 +45 +0.3%
AG
94
Ascent Group
Virginia
$80K +$88.1K +13,057 New
Citigroup
95
Citigroup
New York
$75K +$32.7K +4,850 +64%
LC
96
Lindbrook Capital
California
$73K -$4.57K -677 -5%
BL
97
Balentine LLC
Georgia
$72K -$1.48K -220 -2%
CAM
98
Cresset Asset Management
Illinois
$72K +$79.3K +11,763 New
PSP
99
Principal Street Partners
Tennessee
$71K +$78.2K +11,592 New
BF
100
BOK Financial
Oklahoma
$70K -$3.47K -515 -4%

NWG Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2022, worth a combined $218M — up 5.6% from $207M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWG positions and 14 closed out — a net gain of 19 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.33M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $15.1M sold.

  • 144 institutional investors held NatWest (NWG) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $218M of NatWest stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 33 funds opened new NatWest positions in Q1 2022 and 14 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q1 2022 was Millennium Management, an estimated $9.33M added.
  • The largest NatWest seller in Q1 2022 was Westwood Holdings Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.