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NatWest
NWG

118 hedge funds and large institutions have $236M invested in NatWest in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $2.23M

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

10% less capital invested

Capital invested by funds: $263M → $236M (-$26.9M)

11% less funds holding

Funds holding: 132 → 118 (-14)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
118
Holders Change
-14
Holders Change %
-10.61%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
25
Closed
24
Calls
$5.22M
Puts
$2.23M
Net Calls
+$2.99M
Net Calls Change
+$1.71M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.05M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.46M
3
Northern Trust
Northern Trust
Illinois
+$2.06M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.04M
5
PPA
Parametric Portfolio Associates
Washington
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
-$10.5M
2
Millennium Management
Millennium Management
New York
-$4.6M
3
NIMC
NWQ Investment Management Company
California
-$2.13M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.11M
5
KM
Kalos Management
Georgia
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$3K – – –
WT
102
Whittier Trust
California
$3K – – –
ASN
103
Advisory Services Network
Georgia
$2K – – –
AC
104
Avestar Capital
New York
$2K – – –
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$2K – – –
NWM
106
Northwest Wealth Management
Iowa
$1K – – –
RWA
107
Ropes Wealth Advisors
Massachusetts
$1K – – –
VFA
108
Valeo Financial Advisors
Indiana
$1K – – –
WC
109
Whitnell & Co
Illinois
$1K – – –
GAM
110
Gemmer Asset Management
California
$1K +$306 +38 +29%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$340 – – –
LP
112
LMR Partners
United Kingdom
– -$10.5M -1,301,682 Closed
Millennium Management
113
Millennium Management
New York
– -$4.6M -577,008 Closed
KM
114
Kalos Management
Georgia
– -$810K -101,641 Closed
Two Sigma Investments
115
Two Sigma Investments
New York
– -$790K -99,127 Closed
Group One Trading
116
Group One Trading
Illinois
– -$398K -50,001 Closed
VF
117
Virtu Financial
New York
– -$324K -40,718 Closed
Simplex Trading
118
Simplex Trading
Illinois
– -$204K -25,603 Closed
FRM
119
Fox Run Management
Connecticut
– -$203K -25,435 Closed
GQG Partners
120
GQG Partners
Florida
– -$166K -20,777 Closed
CIC
121
Carnegie Investment Counsel
Ohio
– -$175K -20,150 Closed
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
– -$152K -19,036 Closed
Squarepoint
123
Squarepoint
New York
– -$147K -18,401 Closed
CG
124
Cutler Group
California
– -$110K -13,731 Closed
SB
125
Suntrust Banks
Georgia
– -$103K -12,958 Closed
2 3 4
5
6

NWG Hedge Fund Activity: Q2 2018 in Review

118 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2018, worth a combined $236M — down 10% from $263M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NWG and 12 opened new positions — a net loss of 12 holders — while 25 trimmed existing stakes and 41 added.

The largest buyer was Citadel Advisors, adding an estimated $4.05M. The largest seller was LMR Partners, exiting entirely with an estimated $10.5M sold.

  • 118 institutional investors held NatWest (NWG) as of Q2 2018, down from 132 in Q1 2018.
  • Funds reported $236M of NatWest stock for Q2 2018, down 10% quarter-over-quarter.
  • 12 funds opened new NatWest positions in Q2 2018 and 24 closed out, a net change of -12 holders.
  • The largest NatWest buyer in Q2 2018 was Citadel Advisors, an estimated $4.05M added.
  • The largest NatWest seller in Q2 2018 was LMR Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2018.