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119 hedge funds and large institutions have $207M invested in NatWest in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $460K

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

3% more funds holding

Funds holding: 116119 (+3)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

15% less capital invested

Capital invested by funds: $243M → $207M (-$36M)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
36
Reduced
39
Closed
18
Calls
$5.14M
Puts
$460K
Net Calls
+$4.68M
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$2.02K
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$2K
LWM
104
Lenox Wealth Management
Ohio
$2K
NFG
105
Next Financial Group
Texas
$2K
WT
106
Whittier Trust
California
$2K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1K -$27.7K -4,237 -97%
BCA
108
Berman Capital Advisors
Georgia
$1K +$72 +11 +5%
MSFP
109
Mark Sheptoff Financial Planning
Connecticut
$1K +$275 +42 +50%
SPIA
110
Steward Partners Investment Advisory
New York
$1K +$1.83K +279 New
W
111
WealthStone
Ohio
$301 +$321 +49 New
Lord, Abbett & Co
112
Lord, Abbett & Co
New Jersey
-$12.6M -1,793,122 Closed
C
113
Chescapmanager
Maryland
-$853K -121,550 Closed
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
-$212K -30,271 Closed
Squarepoint
115
Squarepoint
New York
-$192K -27,410 Closed
TSS
116
Two Sigma Securities
New York
-$91K -13,029 Closed
VAS
117
Vestmark Advisory Solutions
Massachusetts
-$80K -11,353 Closed
HighTower Advisors
118
HighTower Advisors
Illinois
-$70K -9,908 Closed
UCFA
119
United Capital Financial Advisors
Texas
-$66K -9,306 Closed
Wolverine Trading
120
Wolverine Trading
Illinois
-$60.9K -9,294 Closed
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
-$56K -8,033 Closed
RFC
122
Regions Financial Corp
Alabama
-$53K -7,597 Closed
IWP
123
Icon Wealth Partners
Texas
-$37K -5,208 Closed
WAM
124
Wealthspire Advisors (Maryland)
Maryland
-$11K -1,529 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
-$7.29K -1,114 Closed

NWG Hedge Fund Activity: Q2 2019 in Review

119 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2019, worth a combined $207M — down 15% from $243M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NWG positions and 18 closed out — a net gain of 4 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $4.21M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $12.6M sold.

  • 119 institutional investors held NatWest (NWG) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $207M of NatWest stock for Q2 2019, down 15% quarter-over-quarter.
  • 22 funds opened new NatWest positions in Q2 2019 and 18 closed out, a net change of +4 holders.
  • The largest NatWest buyer in Q2 2019 was Bank of America, an estimated $4.21M added.
  • The largest NatWest seller in Q2 2019 was Lord, Abbett & Co, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2019.