We are live on ! Find out more

276 hedge funds and large institutions have $1.01B invested in NatWest in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 56

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

32% more capital invested

Capital invested by funds: $762M → $1.01B (+$246M)

10% more funds holding

Funds holding: 250276 (+26)

0.2% more ownership

Funds ownership: 1.31%1.51% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less call options, than puts

Call options by funds: $572K | Put options by funds: $735K

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
144
Reduced
56
Closed
22
Calls
$572K
Puts
$735K
Net Calls
-$163K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Barometer Capital Management
Ontario, Canada
$205K
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$202K +$79.4K +8,923 +70%
BEI
153
Benjamin Edwards Inc
Missouri
$196K +$187K +20,975 New
FFM
154
Forum Financial Management
Illinois
$196K
GT
155
Glenmede Trust
Pennsylvania
$186K +$6.57K +738 +4%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$184K +$34.3K +3,854 +24%
BWM
157
Baron Wealth Management
Michigan
$181K +$62.4K +7,017 +57%
GRP
158
Global Retirement Partners
California
$180K +$139K +15,647 +439%
ONB
159
Old National Bancorp
Indiana
$175K -$58.1K -6,531 -26%
SAM
160
Smartleaf Asset Management
Massachusetts
$174K +$58.9K +6,617 +55%
HIP
161
HUB Investment Partners
Texas
$167K +$2.38K +268 +2%
KAS
162
Kestra Advisory Services
Texas
$167K +$54.5K +6,123 +52%
ECM
163
Evergreen Capital Management
Washington
$165K +$12.6K +1,417 +9%
Simplex Trading
164
Simplex Trading
Illinois
$161K -$68.2K -7,671 -31%
AG
165
Ascent Group
Virginia
$161K +$8.45K +950 +6%
CCM
166
Coldstream Capital Management
Washington
$160K +$46.6K +5,233 +44%
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$155K -$79.9K -8,977 -31%
CC
168
Callan Capital
California
$154K +$39K +4,387 +36%
CA
169
Claro Advisors
Massachusetts
$152K +$19.8K +2,220 +16%
TC
170
TownSquare Capital
Utah
$151K +$143K +16,088 New
P
171
Pitcairn
Pennsylvania
$150K -$5.31K -597 -4%
CB
172
Commerce Bank
Missouri
$149K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$149K +$142K +15,961 New
CGL
174
Clarius Group LLC
Washington
$149K -$8.71K -979 -6%
IC
175
IEQ Capital
California
$148K +$26.8K +3,010 +24%

NWG Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2024, worth a combined $1.01B — up 32% from $762M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NWG positions and 22 closed out — a net gain of 27 holders — while 144 added to existing stakes and 56 trimmed.

The largest buyer was L1 Capital, adding an estimated $38.1M. The largest seller was Causeway Capital Management, cutting an estimated $7.12M.

  • 276 institutional investors held NatWest (NWG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $1.01B of NatWest stock for Q3 2024, up 32% quarter-over-quarter.
  • 49 funds opened new NatWest positions in Q3 2024 and 22 closed out, a net change of +27 holders.
  • The largest NatWest buyer in Q3 2024 was L1 Capital, an estimated $38.1M added.
  • The largest NatWest seller in Q3 2024 was Causeway Capital Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2024.