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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 %
CCA
151
Column Capital Advisors
Indiana
$5.82K – – –
JWA
152
JFS Wealth Advisors
Pennsylvania
$5.01K -$453 -74 -8%
AF
153
Allworth Financial
California
$4.84K -$3.65K -596 -43%
HCP
154
Hexagon Capital Partners
Arkansas
$4.39K -$2.19K -358 -33%
FCA
155
FinTrust Capital Advisors
South Carolina
$4.11K – – –
GRP
156
Global Retirement Partners
California
$3.37K – – –
TWC
157
TD Waterhouse Canada
Ontario, Canada
$3.24K – – –
CAS
158
Coppell Advisory Solutions
Texas
$2.44K +$2.44K +400 New
SL
159
Savior LLC
Massachusetts
$2.27K – – –
GKIM
160
GW&K Investment Management
Massachusetts
$2K +$2K +398 New
SPIA
161
Steward Partners Investment Advisory
New York
$1.65K – – –
GJIA
162
Glass Jacobson Investment Advisors
Maryland
$1.07K +$1.07K +175 New
EWA
163
EverSource Wealth Advisors
Alabama
$1.03K – – –
BG
164
Bollard Group
Massachusetts
$1K +$1K +145 New
CPG
165
Cornerstone Planning Group
New Jersey
$906 +$906 +148 New
FFA
166
Farther Finance Advisors
California
$514 – – –
AWM
167
Activest Wealth Management
Florida
$454 +$454 +149 New
IA
168
IFP Advisors
Florida
$410 – – –
TF
169
TimeScale Financial
Massachusetts
$398 – – –
FBC
170
Fairfield, Bush & Co
Connecticut
$367 +$367 +60 New
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
– -$7.15M -1,083,281 Closed
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
– -$1.95M -295,285 Closed
Connor, Clark & Lunn Investment Management (CC&L)
173
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.88M -285,430 Closed
MCM
174
McKinley Capital Management
Alaska
– -$734K -111,284 Closed
CHP
175
Cable Hill Partners
Oregon
– -$200K -29,256 Closed
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