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NatWest
NWG

Overview Fund Activity

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
Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.03%
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

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$35.4M
2
QOP
2
Quinn Opportunity Partners
Virginia
$13.7M
3
Millennium Management
3
Millennium Management
New York
$4.34M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$51.3M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.14M
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
76
QRG Capital Management
Illinois
$320K +$320K +47,091 New
Corient Private Wealth
77
Corient Private Wealth
Florida
$314K +$119K +17,429 +61%
MC
78
Maverick Capital
Texas
$314K +$48.6K +7,141 +18%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$306K +$32.2K +4,741 +12%
VA
80
Vident Advisory
Georgia
$306K +$67.3K +9,893 +28%
EAM
81
Eagle Asset Management
Florida
$298K -$8.56K -1,273 -3%
LPL Financial
82
LPL Financial
California
$295K +$160K +23,469 +118%
KCM
83
Kathmere Capital Management
Pennsylvania
$280K +$158K +23,175 +128%
PAG
84
Private Advisor Group
New Jersey
$271K +$19.7K +2,891 +8%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$269K +$269K +39,516 New
CAM
86
Cresset Asset Management
Illinois
$241K +$94.7K +13,422 +65%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$232K +$90.7K +13,338 +64%
LSAG
88
Lake Street Advisors Group
New Hampshire
$223K -$539 -76 -0.2%
FTDI
89
First Trust Direct Indexing
Massachusetts
$218K +$10.2K +1,501 +5%
IWC
90
Integrated Wealth Concepts
Massachusetts
$217K +$7.39K +1,086 +4%
SAG
91
SageView Advisory Group
California
$215K +$215K +4,000 New
CP
92
Covenant Partners
Tennessee
$214K +$214K +31,500 New
FCI
93
Financial Counselors Inc
Kansas
$209K – – –
QCG
94
Quadrant Capital Group
Ohio
$207K +$36.8K +5,418 +22%
MML Investors Services
95
MML Investors Services
Massachusetts
$204K +$38.9K +5,706 +24%
GFG
96
Goldstone Financial Group
Illinois
$201K +$15.6K +2,301 +8%
QCM
97
Quantinno Capital Management
New York
$200K +$200K +29,485 New
BP
98
Ballentine Partners
Massachusetts
$193K +$37.6K +5,525 +24%
RJT
99
Raymond James Trust
Florida
$193K +$2.86K +420 +2%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$193K +$193K +28,318 New
2 3
4
5 6