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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
GWS
126
Glassman Wealth Services
Virginia
$13K -$2.61K -424 -14%
IA
127
IFP Advisors
Florida
$13K +$17.3K +2,812 +221%
TRCT
128
Tower Research Capital (TRC)
New York
$12K +$13K +2,117 +562%
AF
129
Advisornet Financial
Minnesota
$12K +$13.4K +2,176 +1,056%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.9K +1,608 +458%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.26K -$6 -1 -0.1%
JWA
132
JFS Wealth Advisors
Pennsylvania
$8K -$12.9K -2,103 -55%
AF
133
Allworth Financial
California
$6K +$850 +138 +14%
BBHC
134
Brown Brothers Harriman & Co
New York
$6K +$7.3K +1,186 New
CCA
135
Column Capital Advisors
Indiana
$5K -$653 -106 -10%
HCP
136
Hexagon Capital Partners
Arkansas
$5K +$4.37K +709 +356%
TWC
137
TD Waterhouse Canada
Ontario, Canada
$2.74K -$6 -1 -0.3%
GRP
138
Global Retirement Partners
California
$2K -$3.17K -514 -53%
FCA
139
FinTrust Capital Advisors
South Carolina
$2K
SC
140
Schubert & Co
Texas
$2K +$659 +107 +38%
FF
141
FourThought Financial
Florida
$1K
SPIA
142
Steward Partners Investment Advisory
New York
$1K
Federated Hermes
143
Federated Hermes
Pennsylvania
$1K +$573 +93 +46%
SCA
144
Stonebridge Capital Advisors
Minnesota
$1K +$1.27K +206 New
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
-$398K -138,912 Closed
ECM
146
ExodusPoint Capital Management
New York
-$613K -104,414 Closed
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
-$475 -76,261 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
-$444K -75,586 Closed
HF
149
HRT Financial
New York
-$387K -66,050 Closed
Marshall Wace
150
Marshall Wace
United Kingdom
-$374K -63,562 Closed

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.