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NatWest
NWG

Overview Fund Activity

189 hedge funds and large institutions have $346M invested in NatWest in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
71
Reduced
64
Closed
21
Calls
$1.39M
Puts
$3.37M
Net Calls
-$1.98M
Net Calls Change
-$2.26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$64.2M
2
Citadel Advisors
Citadel Advisors
Florida
$5.27M
3
CCM
Causeway Capital Management
California
$9.28M
4
Northern Trust
Northern Trust
Illinois
$15M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$39.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$24.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.72M
3
Renaissance Technologies
Renaissance Technologies
New York
$591K
4
IWC
Integrated Wealth Concepts
Massachusetts
$174K
5
RWM
Ritholtz Wealth Management
New York
$938K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$14K -$216 -38 -2%
NS
152
NBC Securities
Alabama
$13K -$10.1K -1,908 -44%
GWS
153
Glassman Wealth Services
Virginia
$12.9K +$1.45K +257 +13%
EWA
154
EverSource Wealth Advisors
Alabama
$12.5K +$9.64K +1,713 +332%
TPCW
155
TD Private Client Wealth
New York
$12.4K -$225 -40 -2%
NA
156
NewEdge Advisors
Louisiana
$11.2K +$11.2K +1,995 New
ASN
157
Advisory Services Network
Georgia
$9.26K +$9.26K +1,645 New
FCA
158
FinTrust Capital Advisors
South Carolina
$8.15K – – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$8.02K – – –
ACM
160
Accent Capital Management
Ohio
$6.93K +$6.93K +1,230 New
BF
161
BOK Financial
Oklahoma
$6.08K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$5.43K -$957 -170 -15%
GI
163
GAMMA Investing
California
$5.23K +$5.23K +915 New
BIA
164
Bell Investment Advisors
California
$4.82K +$4.34K +770 +895%
GRP
165
Global Retirement Partners
California
$4.26K +$1.34K +253 +46%
BGAI
166
Bruce G. Allen Investments
Colorado
$4.11K +$4.11K +730 New
AAP
167
Arax Advisory Partners
Colorado
$3.71K +$2.12K +377 +134%
UB
168
UMB Bank
Missouri
$3.68K – – –
JWA
169
JFS Wealth Advisors
Pennsylvania
$3.36K -$1.25K -221 -27%
HCP
170
Hexagon Capital Partners
Arkansas
$3.23K +$597 +106 +23%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$2.97K -$4.93K -876 -62%
FFA
172
Farther Finance Advisors
California
$2.94K +$2.39K +425 +438%
RFG
173
RFP Financial Group
Georgia
$2.5K +$2.5K +444 New
CAS
174
Coppell Advisory Solutions
Texas
$2.25K +$2.25K +400 New
CFO
175
CVA Family Office
Colorado
$2.24K +$2.24K +397 New
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