We are live on ! Find out more

209 hedge funds and large institutions have $425M invested in NatWest in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
111
Reduced
33
Closed
24
Calls
$34K
Puts
$508K
Net Calls
-$474K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
QRG Capital Management
Illinois
$320K +$279K +47,091 New
Corient Private Wealth
77
Corient Private Wealth
Florida
$314K +$103K +17,429 +61%
MC
78
Maverick Capital
Texas
$314K +$42.4K +7,141 +18%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$306K +$28.1K +4,741 +12%
VA
80
Vident Advisory
Georgia
$306K +$58.7K +9,893 +28%
EAM
81
Eagle Asset Management
Florida
$298K -$7.55K -1,273 -3%
LPL Financial
82
LPL Financial
California
$295K +$139K +23,469 +118%
KCM
83
Kathmere Capital Management
Pennsylvania
$280K +$137K +23,175 +128%
PAG
84
Private Advisor Group
New Jersey
$271K +$17.2K +2,891 +8%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$269K +$234K +39,516 New
CAM
86
Cresset Asset Management
Illinois
$241K +$79.6K +13,422 +65%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$232K +$79.1K +13,338 +64%
LSAG
88
Lake Street Advisors Group
New Hampshire
$223K -$451 -76 -0.2%
FTDI
89
First Trust Direct Indexing
Massachusetts
$218K +$8.9K +1,501 +5%
IWC
90
Integrated Wealth Concepts
Massachusetts
$217K +$6.44K +1,086 +4%
SAG
91
SageView Advisory Group
California
$215K +$23.7K +4,000 New
CP
92
Covenant Partners
Tennessee
$214K +$187K +31,500 New
FCI
93
Financial Counselors Inc
Kansas
$209K
QCG
94
Quadrant Capital Group
Ohio
$207K +$32.1K +5,418 +22%
MML Investors Services
95
MML Investors Services
Massachusetts
$204K +$33.9K +5,706 +24%
GFG
96
Goldstone Financial Group
Illinois
$201K +$13.7K +2,301 +8%
QCM
97
Quantinno Capital Management
New York
$200K +$175K +29,485 New
BP
98
Ballentine Partners
Massachusetts
$193K +$32.8K +5,525 +24%
RJT
99
Raymond James Trust
Florida
$193K +$2.49K +420 +2%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$193K +$168K +28,318 New

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.