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NatWest
NWG

127 hedge funds and large institutions have $187M invested in NatWest in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

28% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.71M

4% more funds holding

Funds holding: 122 → 127 (+5)

22% less capital invested

Capital invested by funds: $238M → $187M (-$51.2M)

28% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 46

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
33
Reduced
46
Closed
23
Calls
$6.01M
Puts
$4.71M
Net Calls
+$1.3M
Net Calls Change
-$1.17M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.81M
2
ClearBridge Investments
ClearBridge Investments
New York
+$1.71M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.41M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$598K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.2M
2
NIMC
NWQ Investment Management Company
California
-$2.69M
3
MWNA
Marshall Wace North America
New York
-$1.75M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.74M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Atlas Capital Advisors
Wyoming
– -$112K -15,811 Closed
FCM
127
Flinton Capital Management
Pennsylvania
– -$77K -10,924 Closed
RCM
128
Riverhead Capital Management
Delaware
– -$75K -10,679 Closed
LSAG
129
Lake Street Advisors Group
New Hampshire
– -$69K -9,815 Closed
CG
130
Colony Group
Massachusetts
– -$68K -9,673 Closed
TAM
131
Tyers Asset Management
Texas
– -$63K -8,996 Closed
NA
132
Neuburgh Advisers
California
– -$50K -7,068 Closed
MCIM
133
Meadow Creek Investment Management
Georgia
– -$36K -5,141 Closed
APP
134
Avantax Planning Partners
Iowa
– -$13K -1,857 Closed
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
– -$10K -1,458 Closed
SWP
136
Stratos Wealth Partners
Ohio
– -$7K -947 Closed
BL
137
Balentine LLC
Georgia
– -$6K -892 Closed
ZB
138
Zions Bancorporation
Utah
– -$5K -715 Closed
LIA
139
LS Investment Advisors
Michigan
– -$3K -399 Closed
VFA
140
Valeo Financial Advisors
Indiana
– -$1K -220 Closed
RWA
141
Ropes Wealth Advisors
Massachusetts
– -$1K -95 Closed
BlackRock
142
BlackRock
New York
– +$13 +2 New
GT
143
Glenmede Trust
Pennsylvania
– +$51 +8 New
2 3 4 5
6

NWG Hedge Fund Activity: Q4 2018 in Review

127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2018, worth a combined $187M — down 22% from $238M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NWG positions and 23 closed out — a net gain of 7 holders — while 33 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $6.81M. The largest seller was Bank of New York Mellon, cutting an estimated $20.2M.

  • 127 institutional investors held NatWest (NWG) as of Q4 2018, up from 122 in Q3 2018.
  • Funds reported $187M of NatWest stock for Q4 2018, down 22% quarter-over-quarter.
  • 30 funds opened new NatWest positions in Q4 2018 and 23 closed out, a net change of +7 holders.
  • The largest NatWest buyer in Q4 2018 was Jane Street, an estimated $6.81M added.
  • The largest NatWest seller in Q4 2018 was Bank of New York Mellon, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2018.