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NatWest
NWG

189 hedge funds and large institutions have $346M invested in NatWest in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $312M → $346M (+$34M)

8% more funds holding

Funds holding: 175 → 189 (+14)

0.1% more ownership

Funds ownership: 0.6% → 0.7% (+0.1%)

59% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.37M

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
71
Reduced
64
Closed
21
Calls
$1.39M
Puts
$3.37M
Net Calls
-$1.98M
Net Calls Change
-$2.26M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
CCM
Causeway Capital Management
California
+$3.2M
4
Northern Trust
Northern Trust
Illinois
+$2.97M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.45M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.39M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.37M
5
RWM
Ritholtz Wealth Management
New York
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
101
Franklin Resources
California
$116K +$276 +52 +0.3%
GT
102
Glenmede Trust
Pennsylvania
$115K +$45.7K +8,605 +73%
Fiera Capital (Canada)
103
Fiera Capital (Canada)
Quebec, Canada
$114K -$83.2K -15,661 -44%
GWMR
104
GC Wealth Management RIA
Massachusetts
$113K +$107K +20,094 New
GM
105
GeoWealth Management
Illinois
$113K +$107K +20,094 New
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$112K +$106K +19,961 New
LPL Financial
107
LPL Financial
California
$112K +$42.2K +7,939 +66%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$111K -$24.7K -4,660 -19%
CGL
109
Clarius Group LLC
Washington
$110K -$7.24K -1,364 -7%
CC
110
Centiva Capital
New York
$106K +$100K +18,844 New
KCM
111
Kathmere Capital Management
Pennsylvania
$102K +$28.2K +5,317 +42%
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$96K +$27.6K +5,193 +44%
MCM
113
MAI Capital Management
Ohio
$94.7K -$203K -38,191 -69%
BTI
114
Blue Trust Inc
Georgia
$91K +$32.6K +6,141 +64%
Millennium Management
115
Millennium Management
New York
$90.1K -$351K -66,034 -80%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$90K -$29.8K -5,620 -26%
Prudential Financial
117
Prudential Financial
New Jersey
$89.1K +$7.21K +1,357 +9%
CL
118
CSS LLC
Illinois
$85.3K -$112K -21,000 -58%
FAFN
119
First Affirmative Financial Network
Colorado
$84K -$1.51K -284 -2%
P
120
Pitcairn
Pennsylvania
$79.7K +$75.1K +14,148 New
RhumbLine Advisers
121
RhumbLine Advisers
Massachusetts
$77.6K -$850 -160 -1%
LC
122
Lindbrook Capital
California
$75.9K +$6.54K +1,231 +10%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$75.7K -$2.7K -509 -4%
EI
124
Ellevest Inc
New York
$75.5K -$68.6K -12,912 -49%
CA
125
Claro Advisors
Massachusetts
$74.5K – – –
3 4
5
6 7

NWG Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2023, worth a combined $346M — up 11% from $312M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Goldman Sachs, cutting an estimated $8.62M.

  • 189 institutional investors held NatWest (NWG) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $346M of NatWest stock for Q4 2023, up 11% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q4 2023 and 21 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest NatWest seller in Q4 2023 was Goldman Sachs, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.