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170 hedge funds and large institutions have $329M invested in NatWest in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $260M → $329M (+$68.3M)

5% more funds holding

Funds holding: 162170 (+8)

0.06% more ownership

Funds ownership: 0.46%0.52% (+0.06%)

81% less call options, than puts

Call options by funds: $63K | Put options by funds: $337K

Holders
170
Holders Change
+8
Holders Change %
+4.94%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
80
Reduced
42
Closed
18
Calls
$63K
Puts
$337K
Net Calls
-$274K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$222K +$36K +5,100 +18%
ONB
77
Old National Bancorp
Indiana
$201K +$126K +17,787 +141%
CHP
78
Cable Hill Partners
Oregon
$200K +$207K +29,256 New
SFA
79
Sequoia Financial Advisors
Ohio
$197K +$8.93K +1,265 +4%
Corient Private Wealth
80
Corient Private Wealth
Florida
$193K +$67.5K +9,561 +48%
FCI
81
Financial Counselors Inc
Kansas
$191K +$118K +16,707 +136%
BTI
82
Blue Trust Inc
Georgia
$189K +$71.3K +10,097 +53%
CGL
83
Clarius Group LLC
Washington
$181K -$565 -80 -0.3%
QCG
84
Quadrant Capital Group
Ohio
$179K +$2.07K +293 +1%
AG
85
Ascent Group
Virginia
$173K +$2.46K +348 +1%
VIA
86
Vident Investment Advisory
Georgia
$165K +$53.2K +7,534 +43%
KCM
87
Kathmere Capital Management
Pennsylvania
$163K -$31.8K -4,506 -15%
KI
88
Kapitalo Investimentos
Brazil
$153K +$164K +23,214 New
RJT
89
Raymond James Trust
Florida
$151K +$2.44K +346 +2%
Charles Schwab
90
Charles Schwab
California
$150K +$78.8K +11,169 +97%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$147K -$14.4K -2,042 -8%
GLA
92
Great Lakes Advisors
Illinois
$143K
CCA
93
Checchi Capital Advisers
California
$141K +$26.4K +3,743 +21%
WSWA
94
Warren Street Wealth Advisors
California
$136K -$2.21K -313 -1%
Franklin Resources
95
Franklin Resources
California
$135K +$15.7K +2,227 +12%
CG
96
Caprock Group
Idaho
$131K -$2.27K -321 -2%
HighTower Advisors
97
HighTower Advisors
Illinois
$131K +$50.6K +7,168 +55%
DOA
98
D'Orazio & Associates
Virginia
$129K -$8.89K -1,259 -6%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$127K +$346 +49 +0.3%
Osaic Holdings
100
Osaic Holdings
Arizona
$122K +$26.3K +3,730 +25%

NWG Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2023, worth a combined $329M — up 26% from $260M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NWG positions and 18 closed out — a net gain of 11 holders — while 80 added to existing stakes and 42 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $11.2M. The largest seller was Arrowstreet Capital, cutting an estimated $8.72M.

  • 170 institutional investors held NatWest (NWG) as of Q1 2023, up from 162 in Q4 2022.
  • Funds reported $329M of NatWest stock for Q1 2023, up 26% quarter-over-quarter.
  • 29 funds opened new NatWest positions in Q1 2023 and 18 closed out, a net change of +11 holders.
  • The largest NatWest buyer in Q1 2023 was Todd Asset Management, an estimated $11.2M added.
  • The largest NatWest seller in Q1 2023 was Arrowstreet Capital, an estimated $8.72M sold.

Based on aggregated 13F filings for Q1 2023.