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NatWest
NWG

Overview Fund Activity

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
Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.03%
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

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$35.4M
2
QOP
2
Quinn Opportunity Partners
Virginia
$13.7M
3
Millennium Management
3
Millennium Management
New York
$4.34M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$51.3M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.14M
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$192K +$58.4K +8,595 +44%
SFA
102
Sequoia Financial Advisors
Ohio
$191K -$625K -91,905 -77%
UCFA
103
United Capital Financial Advisors
Texas
$190K +$6.96K +1,024 +4%
GM
104
GeoWealth Management
Illinois
$184K +$47.4K +6,969 +35%
GWMR
105
GC Wealth Management RIA
Massachusetts
$184K +$47.4K +6,969 +35%
EI
106
Ellevest Inc
New York
$172K +$80.4K +11,826 +88%
DC
107
Davenport & Co
Virginia
$167K +$2.8K +411 +2%
MCM
108
MAI Capital Management
Ohio
$161K +$47.1K +6,924 +41%
Franklin Resources
109
Franklin Resources
California
$155K +$14.7K +2,161 +10%
M&T Bank
110
M&T Bank
New York
$151K +$8.95K +1,319 +6%
ONB
111
Old National Bancorp
Indiana
$150K -$6.42K -944 -4%
FFM
112
Forum Financial Management
Illinois
$142K – – –
GLA
113
Great Lakes Advisors
Illinois
$142K -$5.9K -868 -4%
GT
114
Glenmede Trust
Pennsylvania
$136K -$3.58K -526 -3%
CGL
115
Clarius Group LLC
Washington
$134K +$694 +102 +0.5%
Prudential Financial
116
Prudential Financial
New Jersey
$132K +$24.3K +3,573 +23%
BTI
117
Blue Trust Inc
Georgia
$131K +$24.9K +3,666 +23%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$130K +$52.1K +7,655 +67%
CA
119
Cetera Advisors
Colorado
$129K +$129K +18,981 New
PAS
120
Park Avenue Securities
New York
$122K +$34.4K +5,071 +39%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$120K +$4.15K +610 +4%
DOA
122
D'Orazio & Associates
Virginia
$119K +$31.3K +4,610 +36%
AFG
123
Atomi Financial Group
New York
$119K +$45.7K +6,723 +63%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$117K +$23.2K +3,416 +25%
ECM
125
Evergreen Capital Management
Washington
$115K +$115K +16,169 New
3 4
5
6 7