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NatWest
NWG

Overview Fund Activity

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.

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$64.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.27M
3
CCM
3
Causeway Capital Management
California
$9.28M
4
Northern Trust
4
Northern Trust
Illinois
$15M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$39.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.72M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$591K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$174K
5
RWM
5
Ritholtz Wealth Management
New York
$938K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$208K -$13.5K -2,397 -6%
VA
77
Vident Advisory
Georgia
$198K -$33.9K -6,017 -15%
LSAG
78
Lake Street Advisors Group
New Hampshire
$177K -$63.9K -11,345 -26%
IWC
79
Integrated Wealth Concepts
Massachusetts
$174K -$1.46M -258,882 -89%
FCI
80
Financial Counselors Inc
Kansas
$173K +$4.12K +732 +2%
FTDI
81
First Trust Direct Indexing
Massachusetts
$172K -$9.44K -1,677 -5%
Corient Private Wealth
82
Corient Private Wealth
Florida
$162K +$2.4K +426 +2%
RJT
83
Raymond James Trust
Florida
$157K -$574 -102 -0.4%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$153K +$3.05K +542 +2%
GFG
85
Goldstone Financial Group
Illinois
$153K +$33.5K +5,942 +28%
Cerity Partners
86
Cerity Partners
New York
$151K +$42K +7,457 +38%
UCFA
87
United Capital Financial Advisors
Texas
$151K +$151K +26,851 New
QCG
88
Quadrant Capital Group
Ohio
$141K -$38.5K -6,834 -21%
MML Investors Services
89
MML Investors Services
Massachusetts
$137K +$29K +5,140 +27%
DC
90
Davenport & Co
Virginia
$136K – – –
ONB
91
Old National Bancorp
Indiana
$129K +$19.2K +3,405 +17%
BP
92
Ballentine Partners
Massachusetts
$129K -$1.7K -301 -1%
JF
93
Jump Financial
Illinois
$129K +$129K +22,841 New
SI
94
Seeds Investor
New York
$122K +$122K +21,708 New
GLA
95
Great Lakes Advisors
Illinois
$122K – – –
BCM
96
Barometer Capital Management
Ontario, Canada
$119K +$119K +21,100 New
FFM
97
Forum Financial Management
Illinois
$118K +$20.6K +3,662 +21%
M&T Bank
98
M&T Bank
New York
$117K +$7.21K +1,285 +7%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$117K -$7.13K -1,266 -6%
CAM
100
Cresset Asset Management
Illinois
$116K -$10.8K -1,920 -8%
2 3
4
5 6