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NatWest
NWG

119 hedge funds and large institutions have $81.3M invested in NatWest in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,114% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $201K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

11% more funds holding

Funds holding: 107 → 119 (+12)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

65% less capital invested

Capital invested by funds: $231M → $81.3M (-$150M)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
30
Reduced
38
Closed
26
Calls
$2.44M
Puts
$201K
Net Calls
+$2.24M
Net Calls Change
-$3.64M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5M
2
Goldman Sachs
Goldman Sachs
New York
+$4.75M
3
PPA
Parametric Portfolio Associates
Washington
+$4.45M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.2M
2
ClearBridge Investments
ClearBridge Investments
New York
-$8.73M
3
Jane Street
Jane Street
New York
-$5.77M
4
TAM
Tocqueville Asset Management
New York
-$4.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$2K – – –
BlackRock
102
BlackRock
New York
$2K +$2.96K +563 New
ME
103
McIlrath & Eck
Washington
$2K +$3.08K +585 New
EI
104
Ellevest Inc
New York
$2K +$3.66K +695 +4,964%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$1K -$2.98K -567 -66%
WT
106
Whittier Trust
California
$1K +$595 +113 +31%
SFS
107
Sowell Financial Services
Arkansas
$1K +$1.25K +237 +300%
LSA
108
Lion Street Advisors
Texas
$1K +$1.26K +240 New
CCA
109
Column Capital Advisors
Indiana
$1K +$2.62K +498 New
EW
110
Evoke Wealth
California
$117 -$600 -114 -75%
ClearBridge Investments
111
ClearBridge Investments
New York
– -$8.73M -1,249,066 Closed
TAM
112
Tocqueville Asset Management
New York
– -$4.9M -706,547 Closed
Two Sigma Investments
113
Two Sigma Investments
New York
– -$3.6M -519,619 Closed
RJA
114
Raymond James & Associates
Florida
– -$2.07M -297,874 Closed
MWNA
115
Marshall Wace North America
New York
– -$1.8M -259,109 Closed
SC
116
Scholtz & Company
Connecticut
– -$614K -88,562 Closed
ECM
117
ETrade Capital Management
Virginia
– -$380K -54,802 Closed
Marshall Wace
118
Marshall Wace
United Kingdom
– -$293K -42,297 Closed
PP
119
Paloma Partners
Connecticut
– -$276K -39,865 Closed
TD Asset Management
120
TD Asset Management
Ontario, Canada
– -$113K -18,320 Closed
Pacer Advisors
121
Pacer Advisors
Pennsylvania
– -$110K -15,859 Closed
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
– -$103K -14,829 Closed
GCP
123
GSA Capital Partners
United Kingdom
– -$102K -14,678 Closed
LSAG
124
Lake Street Advisors Group
New Hampshire
– -$100K -14,458 Closed
UCFA
125
United Capital Financial Advisors
Texas
– -$94K -13,547 Closed
2 3 4
5
6

NWG Hedge Fund Activity: Q1 2020 in Review

119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2020, worth a combined $81.3M — down 65% from $231M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 26 closed out — a net gain of 14 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Aperio Group, adding an estimated $5M. The largest seller was Bank of America, cutting an estimated $10.2M.

  • 119 institutional investors held NatWest (NWG) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $81.3M of NatWest stock for Q1 2020, down 65% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q1 2020 and 26 closed out, a net change of +14 holders.
  • The largest NatWest buyer in Q1 2020 was Aperio Group, an estimated $5M added.
  • The largest NatWest seller in Q1 2020 was Bank of America, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2020.