NatWest
96 hedge funds and large institutions have $145M invested in NatWest in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
8% more funds holding
Funds holding: 89 → 96 (+7)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $177M → $145M (-$31.7M)
51% less call options, than puts
Call options by funds: $2.62M | Put options by funds: $5.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$2.06M |
| 2 |
Millennium Management
New York
|
+$1.87M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.77M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.75M |
| 5 |
OC
Oppenheimer & Co
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.35M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$4.24M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$1.46M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.39M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$988K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Envestnet Asset Management
Chicago,
Illinois
| – | -$16K | -1,249 | Closed |
|
|
BRWA
102
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$12 | -929 | Closed |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| – | -$1.13K | -93 | Closed |
|
NWG Hedge Fund Activity: Q1 2015 in Review
96 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2015, worth a combined $145M — down 18% from $177M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NWG positions and 11 closed out — a net gain of 8 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was PEAK6 Group, adding an estimated $2.06M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $4.35M sold.
- 96 institutional investors held NatWest (NWG) as of Q1 2015, up from 89 in Q4 2014.
- Funds reported $145M of NatWest stock for Q1 2015, down 18% quarter-over-quarter.
- 19 funds opened new NatWest positions in Q1 2015 and 11 closed out, a net change of +8 holders.
- The largest NatWest buyer in Q1 2015 was PEAK6 Group, an estimated $2.06M added.
- The largest NatWest seller in Q1 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $4.35M sold.
Based on aggregated 13F filings for Q1 2015.