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148 hedge funds and large institutions have $216M invested in NatWest in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.04% more ownership

Funds ownership: 0.4%0.45% (+0.04%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

4% less funds holding

Funds holding: 154148 (-6)

13% less capital invested

Capital invested by funds: $247M → $216M (-$31.7M)

93% less call options, than puts

Call options by funds: $38K | Put options by funds: $553K

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
57
Closed
28
Calls
$38K
Puts
$553K
Net Calls
-$515K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Caprock Group
Idaho
$110K -$18.8K -3,050 -12%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$110K +$136K +22,112 New
GLA
78
Great Lakes Advisors
Illinois
$108K -$22.7K -3,694 -15%
M&T Bank
79
M&T Bank
New York
$103K -$308 -50 -0.2%
PAG
80
Private Advisor Group
New Jersey
$95K -$35.3K -5,731 -23%
SC
81
Savant Capital
Illinois
$94K -$29.5K -4,799 -20%
KCM
82
Kathmere Capital Management
Pennsylvania
$94K +$40.5K +6,578 +53%
SFA
83
Sequoia Financial Advisors
Ohio
$93K -$25.1K -4,078 -18%
API
84
Advisor Partners II
California
$92K +$113K +18,429 New
Franklin Resources
85
Franklin Resources
California
$89K +$579 +94 +0.5%
RJT
86
Raymond James Trust
Florida
$89K +$21.3K +3,460 +24%
BP
87
Ballentine Partners
Massachusetts
$88K -$46.9K -7,618 -30%
FFM
88
Forum Financial Management
Illinois
$86K -$6 -1 -0%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$85.6K +$106K +17,149 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$83K -$259 -42 -0.3%
DS
91
DRW Securities
Illinois
$82K
CCA
92
Checchi Capital Advisers
California
$81K +$7.63K +1,240 +8%
LC
93
Lindbrook Capital
California
$80K -$954 -155 -1%
SW
94
SVB Wealth
Massachusetts
$80K +$34.7K +5,636 +54%
First Trust Advisors
95
First Trust Advisors
Illinois
$77K +$9.73K +1,581 +11%
GT
96
Glenmede Trust
Pennsylvania
$75K -$105 -17 -0.1%
BWP
97
BSW Wealth Partners
Colorado
$71K +$87.6K +14,234 New
BFEC
98
Benjamin F. Edwards & Company
Missouri
$70K +$86.8K +14,098 New
Fisher Asset Management
99
Fisher Asset Management
Washington
$68K +$83.4K +13,539 New
HWAM
100
Hennion & Walsh Asset Management
New Jersey
$67K +$5.41K +878 +7%

NWG Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2022, worth a combined $216M — down 13% from $247M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NWG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 60 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.73M. The largest seller was Bank of New York Mellon, cutting an estimated $4.87M.

  • 148 institutional investors held NatWest (NWG) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $216M of NatWest stock for Q3 2022, down 13% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q3 2022 and 28 closed out, a net change of -1 holder.
  • The largest NatWest buyer in Q3 2022 was Crossmark Global Holdings, an estimated $9.73M added.
  • The largest NatWest seller in Q3 2022 was Bank of New York Mellon, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2022.