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NatWest
NWG

Overview Fund Activity

171 hedge funds and large institutions have $314M invested in NatWest in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
55
Reduced
67
Closed
22
Calls
$439K
Puts
$1.15M
Net Calls
-$713K
Net Calls Change
-$439K

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.8M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$32.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.5M
4
Optiver Holding
4
Optiver Holding
Netherlands
$8.18M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.15M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$794K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
126
Capstone Investment Advisors
New York
$69.9K +$69.9K +11,429 New
Russell Investments Group
127
Russell Investments Group
United Kingdom
$69.5K -$282K -46,090 -80%
9WM
128
9258 Wealth Management
Ohio
$67.4K +$67.4K +11,014 New
BRWA
129
B. Riley Wealth Advisors
Florida
$66.3K +$771 +126 +1%
LPL Financial
130
LPL Financial
California
$65.8K +$65.8K +10,755 New
Truist Financial
131
Truist Financial
North Carolina
$63.9K +$1.33K +218 +2%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$61.6K -$4K -653 -6%
HNB
133
Huntington National Bank
Ohio
$48.4K +$8.19K +1,338 +20%
Citigroup
134
Citigroup
New York
$43.5K -$875 -143 -2%
Barclays
135
Barclays
United Kingdom
$35K +$35K +5,640 New
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$30K – – –
AA
137
Addison Advisors
Vermont
$26.7K -$10.1K -1,644 -27%
ZB
138
Zions Bancorporation
Utah
$23.4K – – –
PA
139
Parallel Advisors
California
$23K -$2.78K -454 -11%
BTI
140
Blue Trust Inc
Georgia
$19K -$175K -26,354 -90%
GWS
141
Glassman Wealth Services
Virginia
$13.9K -$410 -67 -3%
TPCW
142
TD Private Client Wealth
New York
$13.8K -$2.04K -334 -13%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$13K -$521 -86 -4%
AF
144
Advisornet Financial
Minnesota
$12.8K -$606 -99 -5%
Bessemer Group
145
Bessemer Group
New Jersey
$12K +$12K +2,039 New
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K – – –
PFBT
147
Parkside Financial Bank & Trust
Missouri
$8.94K +$7.93K +1,295 +780%
UB
148
UMB Bank
Missouri
$8.92K +$269 +44 +3%
APW
149
Acima Private Wealth
Virginia
$5.96K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$5.9K -$12K -1,959 -67%
4 5
6
7 8