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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$41.1M
2
Citadel Advisors
Citadel Advisors
Florida
$2.14M
3
Bank of America
Bank of America
North Carolina
$15.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
SFA
Sequoia Financial Advisors
Ohio
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$111K +$40.3K +6,910 +57%
SW
127
SVB Wealth
Massachusetts
$110K +$110K +16,152 New
FAFN
128
First Affirmative Financial Network
Colorado
$108K +$6.28K +923 +6%
P
129
Pitcairn
Pennsylvania
$106K +$9.62K +1,415 +10%
LC
130
Lindbrook Capital
California
$97.5K +$5.81K +855 +6%
CA
131
Claro Advisors
Massachusetts
$93.9K +$3.89K +572 +4%
HIP
132
HUB Investment Partners
Texas
$93.7K +$93.7K +13,777 New
Squarepoint
133
Squarepoint
New York
$92.9K -$349K -51,375 -79%
CB
134
Commerce Bank
Missouri
$92.3K +$15.3K +2,256 +20%
State Street
135
State Street
Massachusetts
$88.6K – – –
SC
136
Savant Capital
Illinois
$88.3K +$88.3K +12,983 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$87K +$87K +12,799 New
CCA
138
Checchi Capital Advisers
California
$79.7K -$2.97K -437 -4%
GT
139
Greenleaf Trust
Michigan
$78.3K +$78.3K +11,514 New
P
140
&Partners
Tennessee
$77.4K +$77.4K +11,378 New
SAM
141
Smartleaf Asset Management
Massachusetts
$76.9K +$3.82K +564 +5%
OFS
142
OneAscent Financial Services
Alabama
$75K +$75K +11,003 New
9WM
143
9258 Wealth Management
Ohio
$74.9K +$74.9K +11,014 New
VC
144
Vicus Capital
Pennsylvania
$74.9K +$74.9K +11,014 New
FOA
145
Five Oceans Advisors
California
$74.6K – – –
TC
146
TownSquare Capital
Utah
$73.8K +$73.8K +10,858 New
CAN
147
Cetera Advisor Networks
California
$73.1K +$2.17K +319 +3%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$72.8K +$72.8K +10,699 New
JIC
149
Johnson Investment Counsel
Ohio
$70.1K – – –
SRC
150
Sage Rhino Capital
California
$68.4K +$68.4K +10,056 New
4 5
6
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