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209 hedge funds and large institutions have $425M invested in NatWest in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
111
Reduced
33
Closed
24
Calls
$34K
Puts
$508K
Net Calls
-$474K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$192K +$51K +8,595 +44%
SFA
102
Sequoia Financial Advisors
Ohio
$191K -$545K -91,905 -77%
UCFA
103
United Capital Financial Advisors
Texas
$190K +$6.08K +1,024 +4%
GWMR
104
GC Wealth Management RIA
Massachusetts
$184K +$41.3K +6,969 +35%
GM
105
GeoWealth Management
Illinois
$184K +$41.3K +6,969 +35%
EI
106
Ellevest Inc
New York
$172K +$70.2K +11,826 +88%
DC
107
Davenport & Co
Virginia
$167K +$2.44K +411 +2%
MCM
108
MAI Capital Management
Ohio
$161K +$41.1K +6,924 +41%
Franklin Resources
109
Franklin Resources
California
$155K +$12.8K +2,161 +10%
M&T Bank
110
M&T Bank
New York
$151K +$7.83K +1,319 +6%
ONB
111
Old National Bancorp
Indiana
$150K -$5.6K -944 -4%
FFM
112
Forum Financial Management
Illinois
$142K
GLA
113
Great Lakes Advisors
Illinois
$142K -$5.15K -868 -4%
GT
114
Glenmede Trust
Pennsylvania
$136K -$3.12K -526 -3%
CGL
115
Clarius Group LLC
Washington
$134K +$605 +102 +0.5%
Prudential Financial
116
Prudential Financial
New Jersey
$132K +$21.2K +3,573 +23%
BTI
117
Blue Trust Inc
Georgia
$131K +$21.8K +3,666 +23%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$130K +$45.4K +7,655 +67%
CA
119
Cetera Advisors
Colorado
$129K +$113K +18,981 New
PAS
120
Park Avenue Securities
New York
$122K +$30.1K +5,071 +39%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$120K +$3.62K +610 +4%
DOA
122
D'Orazio & Associates
Virginia
$119K +$27.4K +4,610 +36%
AFG
123
Atomi Financial Group
New York
$119K +$39.9K +6,723 +63%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$117K +$20.3K +3,416 +25%
ECM
125
Evergreen Capital Management
Washington
$115K +$95.9K +16,169 New

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.