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148 hedge funds and large institutions have $216M invested in NatWest in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.04% more ownership

Funds ownership: 0.4%0.45% (+0.04%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

4% less funds holding

Funds holding: 154148 (-6)

13% less capital invested

Capital invested by funds: $247M → $216M (-$31.7M)

93% less call options, than puts

Call options by funds: $38K | Put options by funds: $553K

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
57
Closed
28
Calls
$38K
Puts
$553K
Net Calls
-$515K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$66K +$99 +16 +0.1%
PFO
102
Pathstone Family Office
New Jersey
$65K -$25.5K -4,142 -24%
IC
103
IEQ Capital
California
$64K -$597 -97 -0.7%
TSS
104
Two Sigma Securities
New York
$64K +$79K +12,837 New
JP Morgan Chase
105
JP Morgan Chase
New York
$63K -$49.7K -8,078 -39%
Squarepoint
106
Squarepoint
New York
$63K +$77.5K +12,585 New
CS
107
Comerica Securities
Michigan
$62K +$10.7K +1,732 +16%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$62K +$76.2K +12,374 New
LPL Financial
109
LPL Financial
California
$61K +$11.6K +1,889 +18%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$59K +$72.8K +11,830 New
HighTower Advisors
111
HighTower Advisors
Illinois
$57K -$991 -161 -1%
MA
112
Mutual Advisors
Nebraska
$53K +$64.9K +10,536 New
VT
113
Vise Technologies
New York
$52K -$26.9K -4,366 -29%
NA
114
NewEdge Advisors
Louisiana
$51K +$62.9K +10,220 New
Citigroup
115
Citigroup
New York
$44K +$8.47K +1,376 +19%
BTI
116
Blue Trust Inc
Georgia
$39K +$37.1K +6,031 +552%
PA
117
Parallel Advisors
California
$38K -$7.07K -1,149 -13%
WFA
118
Wipfli Financial Advisors
Wisconsin
$31K +$38.7K +6,282 New
PCM
119
Penserra Capital Management
California
$31K +$39.4K +6,393 New
ZB
120
Zions Bancorporation
Utah
$24K +$1.29K +209 +5%
EWA
121
EverSource Wealth Advisors
Alabama
$23K +$20K +3,253 +248%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$22K -$206K -33,512 -88%
AA
123
Addison Advisors
Vermont
$20K +$14.2K +2,300 +132%
TPCW
124
TD Private Client Wealth
New York
$19.1K +$23.6K +3,825 New
Bessemer Group
125
Bessemer Group
New Jersey
$16K +$8.27K +1,343 +76%

NWG Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2022, worth a combined $216M — down 13% from $247M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NWG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 60 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.73M. The largest seller was Bank of New York Mellon, cutting an estimated $4.87M.

  • 148 institutional investors held NatWest (NWG) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $216M of NatWest stock for Q3 2022, down 13% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q3 2022 and 28 closed out, a net change of -1 holder.
  • The largest NatWest buyer in Q3 2022 was Crossmark Global Holdings, an estimated $9.73M added.
  • The largest NatWest seller in Q3 2022 was Bank of New York Mellon, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2022.