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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

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$64.6K +$14.2K +2,398 +34%
SWS
152
SYSTM Wealth Solutions
Illinois
$61.4K -$23.8K -4,007 -31%
Citigroup
153
Citigroup
New York
$53K +$7.26K +1,224 +19%
PA
154
Parallel Advisors
California
$48.6K +$528 +89 +1%
AA
155
Addison Advisors
Vermont
$45.5K +$1.04K +176 +3%
Allspring Global Investments
156
Allspring Global Investments
North Carolina
$44.4K +$38.7K +6,523 New
HNB
157
Huntington National Bank
Ohio
$35.5K -$2.81K -474 -8%
Osaic Holdings
158
Osaic Holdings
Arizona
$32K -$290K -48,889 -91%
TPCW
159
TD Private Client Wealth
New York
$30.2K +$13.2K +2,231 +101%
PAM
160
Paradigm Asset Management
New York
$29.9K
ZB
161
Zions Bancorporation
Utah
$21.7K -$3.25K -547 -15%
EWA
162
EverSource Wealth Advisors
Alabama
$21.2K +$3.12K +525 +24%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$21K +$3.75K +632 +26%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9K
AssetMark Inc
165
AssetMark Inc
California
$18.9K +$16.5K +2,780 New
GI
166
GAMMA Investing
California
$18.7K +$10.9K +1,841 +201%
ACM
167
Aquatic Capital Management
Illinois
$18.4K -$228K -38,400 -93%
Group One Trading
168
Group One Trading
Illinois
$17K +$14.8K +2,500 New
SPIA
169
Steward Partners Investment Advisory
New York
$15.7K +$13.7K +2,312 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$15.3K +$4.86K +819 +58%
FFA
171
Frazier Financial Advisors
Ohio
$15.2K +$11.4K +1,930 +621%
PS
172
Principal Securities
Iowa
$14.8K +$11.4K +1,929 +787%
NS
173
NBC Securities
Alabama
$14K -$2.3K -388 -16%
CA
174
Continuum Advisory
Idaho
$11.5K +$8.43K +1,421 New
RIL
175
Rothschild Investment LLC
Illinois
$11.3K +$7.92K +1,335 +407%

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.