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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
BRWA
126
B. Riley Wealth Advisors
Florida
$111K +$41K +6,910 +57%
SW
127
SVB Wealth
Massachusetts
$110K +$95.8K +16,152 New
FAFN
128
First Affirmative Financial Network
Colorado
$108K +$5.48K +923 +6%
P
129
Pitcairn
Pennsylvania
$106K +$8.39K +1,415 +10%
LC
130
Lindbrook Capital
California
$97.5K +$5.07K +855 +6%
CA
131
Claro Advisors
Massachusetts
$93.9K +$3.39K +572 +4%
HIP
132
HUB Investment Partners
Texas
$93.7K +$81.7K +13,777 New
Squarepoint
133
Squarepoint
New York
$92.9K -$305K -51,375 -79%
CB
134
Commerce Bank
Missouri
$92.3K +$13.4K +2,256 +20%
State Street
135
State Street
Massachusetts
$88.6K
SC
136
Savant Capital
Illinois
$88.3K +$77K +12,983 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$87K +$75.9K +12,799 New
CCA
138
Checchi Capital Advisers
California
$79.7K -$2.59K -437 -4%
GT
139
Greenleaf Trust
Michigan
$78.3K +$68.3K +11,514 New
P
140
&Partners
Tennessee
$77.4K +$67.5K +11,378 New
SAM
141
Smartleaf Asset Management
Massachusetts
$76.9K +$3.35K +564 +5%
OFS
142
OneAscent Financial Services
Alabama
$75K +$65.3K +11,003 New
9WM
143
9258 Wealth Management
Ohio
$74.9K +$65.3K +11,014 New
VC
144
Vicus Capital
Pennsylvania
$74.9K +$65.3K +11,014 New
FOA
145
Five Oceans Advisors
California
$74.6K
TC
146
TownSquare Capital
Utah
$73.8K +$64.4K +10,858 New
CAN
147
Cetera Advisor Networks
California
$73.1K +$1.89K +319 +3%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$72.8K +$63.5K +10,699 New
JIC
149
Johnson Investment Counsel
Ohio
$70.1K
SRC
150
Sage Rhino Capital
California
$68.4K +$59.7K +10,056 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.