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144 hedge funds and large institutions have $218M invested in NatWest in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $729K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

15% more funds holding

Funds holding: 125144 (+19)

6% more capital invested

Capital invested by funds: $207M → $218M (+$11.7M)

0.05% more ownership

Funds ownership: 0.28%0.33% (+0.05%)

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
56
Reduced
35
Closed
14
Calls
$2.19M
Puts
$729K
Net Calls
+$1.46M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Checchi Capital Advisers
California
$66K -$472 -70 -0.6%
SRC
102
Sage Rhino Capital
California
$66K +$3.56K +528 +5%
Osaic Holdings
103
Osaic Holdings
Arizona
$66K +$59.9K +8,882 +481%
IC
104
IEQ Capital
California
$65K +$71.9K +10,660 New
CHP
105
Cable Hill Partners
Oregon
$62K +$67.9K +10,069 New
TRCT
106
Tower Research Capital (TRC)
New York
$61K +$62.1K +9,203 +1,271%
BRWA
107
B. Riley Wealth Advisors
Florida
$60K +$64.7K +9,589 New
PP
108
PDS Planning
Ohio
$59K
JP Morgan Chase
109
JP Morgan Chase
New York
$59K +$31.8K +4,709 +94%
GT
110
Greenleaf Trust
Michigan
$58K +$1.13K +168 +2%
ZB
111
Zions Bancorporation
Utah
$32K +$5.93K +879 +21%
PA
112
Parallel Advisors
California
$31K -$41.8K -6,204 -55%
FPS
113
Fieldpoint Private Securities
Connecticut
$31K +$6.29K +933 +23%
SWM
114
Spire Wealth Management
Virginia
$24K +$24.6K +3,648 +1,060%
SFG
115
Sage Financial Group
Pennsylvania
$23K
JWA
116
JFS Wealth Advisors
Pennsylvania
$22K +$24.7K +3,667 New
AA
117
Addison Advisors
Vermont
$19K +$20.5K +3,038 New
GWS
118
Glassman Wealth Services
Virginia
$18K +$4.12K +611 +26%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$17K +$12.9K +1,917 +227%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K +$6.26K +928 +100%
Bessemer Group
121
Bessemer Group
New Jersey
$11K -$82.3K -12,195 -87%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$11K -$391 -58 -3%
UB
123
UMB Bank
Missouri
$8K
EWA
124
EverSource Wealth Advisors
Alabama
$8K +$5.35K +793 +142%
AF
125
Advisornet Financial
Minnesota
$7K

NWG Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2022, worth a combined $218M — up 5.6% from $207M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWG positions and 14 closed out — a net gain of 19 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.33M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $15.1M sold.

  • 144 institutional investors held NatWest (NWG) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $218M of NatWest stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 33 funds opened new NatWest positions in Q1 2022 and 14 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q1 2022 was Millennium Management, an estimated $9.33M added.
  • The largest NatWest seller in Q1 2022 was Westwood Holdings Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.