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NatWest
NWG

Overview Fund Activity

175 hedge funds and large institutions have $312M invested in NatWest in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
73
Reduced
52
Closed
29
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
+$991K

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.2M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$37.8M
3
CCM
3
Causeway Capital Management
California
$6.13M
4
Northern Trust
4
Northern Trust
Illinois
$12.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$34.5M

Top Sellers

1
Optiver Holding
1
Optiver Holding
Netherlands
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$237K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$60.1K
5
HF
5
HRT Financial
New York
$267K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Column Capital Advisors
Indiana
$5.54K – – –
JWA
152
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
BF
153
BOK Financial
Oklahoma
$4.74K +$4.74K +1,080 New
UB
154
UMB Bank
Missouri
$3.81K -$4.69K -805 -55%
GRP
155
Global Retirement Partners
California
$3.06K – – –
EWA
156
EverSource Wealth Advisors
Alabama
$3.01K +$2.02K +347 +205%
HCP
157
Hexagon Capital Partners
Arkansas
$2.72K -$1.46K -251 -35%
SL
158
Savior LLC
Massachusetts
$2.16K – – –
GKIM
159
GW&K Investment Management
Massachusetts
$2K – – –
AAP
160
Arax Advisory Partners
Colorado
$1.64K +$1.64K +281 New
SPIA
161
Steward Partners Investment Advisory
New York
$1.57K – – –
IA
162
IFP Advisors
Florida
$1.48K +$1.09K +187 +279%
AF
163
Allworth Financial
California
$1.27K -$3.34K -573 -72%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$1.24K +$222 +38 +22%
PWA
165
Provenance Wealth Advisors
Florida
$1.21K +$1.21K +207 New
BG
166
Bollard Group
Massachusetts
$1K +$20 +3 +2%
SFG
167
Steward Financial Group
Texas
$1K +$1K +206 New
AWM
168
Activest Wealth Management
Florida
$892 +$23 +4 +3%
CWC
169
Carolinas Wealth Consulting
North Carolina
$830 +$830 +189 New
HGERS
170
Householder Group Estate & Retirement Specialist
Arizona
$700 +$700 +120 New
FFA
171
Farther Finance Advisors
California
$566 +$76 +13 +15%
BIA
172
Bell Investment Advisors
California
$502 +$502 +86 New
Group One Trading
173
Group One Trading
Illinois
$420 +$420 +72 New
BCM
174
Bourgeon Capital Management
Connecticut
$379 +$379 +65 New
CFGS
175
Concourse Financial Group Securities
Alabama
$349 +$349 +60 New
5 6
7
8 9