We are live on ! Find out more
NWG icon

NatWest
NWG

189 hedge funds and large institutions have $346M invested in NatWest in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $312M → $346M (+$34M)

8% more funds holding

Funds holding: 175 → 189 (+14)

0.1% more ownership

Funds ownership: 0.6% → 0.7% (+0.1%)

59% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.37M

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
71
Reduced
64
Closed
21
Calls
$1.39M
Puts
$3.37M
Net Calls
-$1.98M
Net Calls Change
-$2.26M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
CCM
Causeway Capital Management
California
+$3.2M
4
Northern Trust
Northern Trust
Illinois
+$2.97M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.45M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.39M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.37M
5
RWM
Ritholtz Wealth Management
New York
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$208K -$12.7K -2,397 -6%
VA
77
Vident Advisory
Georgia
$198K -$32K -6,017 -15%
LSAG
78
Lake Street Advisors Group
New Hampshire
$177K -$60.2K -11,345 -26%
IWC
79
Integrated Wealth Concepts
Massachusetts
$174K -$1.37M -258,882 -89%
FCI
80
Financial Counselors Inc
Kansas
$173K +$3.89K +732 +2%
FTDI
81
First Trust Direct Indexing
Massachusetts
$172K -$8.9K -1,677 -5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$162K +$2.26K +426 +2%
RJT
83
Raymond James Trust
Florida
$157K -$542 -102 -0.4%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$153K +$2.88K +542 +2%
GFG
85
Goldstone Financial Group
Illinois
$153K +$31.6K +5,942 +28%
Cerity Partners
86
Cerity Partners
New York
$151K +$39.6K +7,457 +38%
UCFA
87
United Capital Financial Advisors
Texas
$151K +$143K +26,851 New
QCG
88
Quadrant Capital Group
Ohio
$141K -$36.3K -6,834 -21%
MML Investors Services
89
MML Investors Services
Massachusetts
$137K +$27.3K +5,140 +27%
DC
90
Davenport & Co
Virginia
$136K – – –
ONB
91
Old National Bancorp
Indiana
$129K +$18.1K +3,405 +17%
BP
92
Ballentine Partners
Massachusetts
$129K -$1.6K -301 -1%
JF
93
Jump Financial
Illinois
$129K +$121K +22,841 New
SI
94
Seeds Investor
New York
$122K +$115K +21,708 New
GLA
95
Great Lakes Advisors
Illinois
$122K – – –
BCM
96
Barometer Capital Management
Ontario, Canada
$119K +$112K +21,100 New
FFM
97
Forum Financial Management
Illinois
$118K +$19.4K +3,662 +21%
M&T Bank
98
M&T Bank
New York
$117K +$6.82K +1,285 +7%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$117K -$6.72K -1,266 -6%
CAM
100
Cresset Asset Management
Illinois
$116K -$10.2K -1,920 -8%
2 3
4
5 6

NWG Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2023, worth a combined $346M — up 11% from $312M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Goldman Sachs, cutting an estimated $8.62M.

  • 189 institutional investors held NatWest (NWG) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $346M of NatWest stock for Q4 2023, up 11% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q4 2023 and 21 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest NatWest seller in Q4 2023 was Goldman Sachs, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.