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NatWest
NWG

162 hedge funds and large institutions have $260M invested in NatWest in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $216M → $260M (+$44.7M)

9% more funds holding

Funds holding: 148 → 162 (+14)

0.01% more ownership

Funds ownership: 0.45% → 0.46% (+0.01%)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

78% less call options, than puts

Call options by funds: $277K | Put options by funds: $1.27M

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
56
Reduced
61
Closed
16
Calls
$277K
Puts
$1.27M
Net Calls
-$994K
Net Calls Change
-$479K

Top Buyers

Rank Fund Capital Flow
1
Natixis Advisors
Natixis Advisors
Massachusetts
+$12.7M
2
TAM
Todd Asset Management
Kentucky
+$7.46M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.3M
5
RJA
Raymond James & Associates
Florida
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.03M
2
Morgan Stanley
Morgan Stanley
New York
-$6.66M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
BlackRock
BlackRock
New York
-$2.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
151
Schubert & Co
Texas
$1K -$1.36K -232 -60%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$1K +$627 +107 New
Federated Hermes
153
Federated Hermes
Pennsylvania
$853 -$961 -164 -55%
FCA
154
Fortis Capital Advisors
Kansas
$549 +$498 +85 New
FFA
155
Farther Finance Advisors
California
$543 +$492 +84 New
TF
156
TimeScale Financial
Massachusetts
$324 – – –
CS
157
Credit Suisse
Switzerland
$65 +$59 +10 New
NA
158
NewEdge Advisors
Louisiana
$31 -$31.8K -5,435 -53%
AF
159
Allworth Financial
California
$6 -$6.68K -1,141 -100%
ASN
160
Advisory Services Network
Georgia
$6 +$6 +1 New
HNB
161
Huntington National Bank
Ohio
$6 +$6 +1 New
BIP
162
Brandes Investment Partners
California
– -$4.19M -839,162 Closed
FIA
163
FNY Investment Advisers
New York
– -$998K -200,000 Closed
Invesco
164
Invesco
Georgia
– -$688K -138,063 Closed
Millennium Management
165
Millennium Management
New York
– -$651K -130,414 Closed
OMC
166
Old Mission Capital
Illinois
– -$617K -123,670 Closed
Voloridge Investment Management
167
Voloridge Investment Management
Florida
– -$405K -81,065 Closed
VF
168
Virtu Financial
New York
– -$179K -35,834 Closed
Balyasny Asset Management
169
Balyasny Asset Management
Illinois
– -$110K -22,112 Closed
First Trust Advisors
170
First Trust Advisors
Illinois
– -$77K -15,432 Closed
Fisher Asset Management
171
Fisher Asset Management
Washington
– -$68K -13,539 Closed
CAM
172
Cresset Asset Management
Illinois
– -$66K -13,239 Closed
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
– -$62K -12,374 Closed
MA
174
Mutual Advisors
Nebraska
– -$53K -10,536 Closed
BBHC
175
Brown Brothers Harriman & Co
New York
– -$6K -1,186 Closed
4 5 6
7
8

NWG Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2022, worth a combined $260M — up 21% from $216M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWG positions and 16 closed out — a net gain of 17 holders — while 56 added to existing stakes and 61 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $8.03M.

  • 162 institutional investors held NatWest (NWG) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $260M of NatWest stock for Q4 2022, up 21% quarter-over-quarter.
  • 33 funds opened new NatWest positions in Q4 2022 and 16 closed out, a net change of +17 holders.
  • The largest NatWest buyer in Q4 2022 was Natixis Advisors, an estimated $12.7M added.
  • The largest NatWest seller in Q4 2022 was Arrowstreet Capital, an estimated $8.03M sold.

Based on aggregated 13F filings for Q4 2022.