NatWest
170 hedge funds and large institutions have $329M invested in NatWest in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 18 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 42
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $260M → $329M (+$68.3M)
5% more funds holding
Funds holding: 162 → 170 (+8)
0.06% more ownership
Funds ownership: 0.46% → 0.52% (+0.06%)
81% less call options, than puts
Call options by funds: $63K | Put options by funds: $337K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$11.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.65M |
| 3 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$5.73M |
| 4 |
Optiver Holding
Amsterdam,
Netherlands
|
+$5.69M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.72M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.25M |
| 3 |
Two Sigma Investments
New York
|
-$2.67M |
| 4 |
Renaissance Technologies
New York
|
-$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
176
Pathstone Family Office
Englewood,
New Jersey
| – | -$126K | -27,136 | Closed |
|
|
BF
177
BOK Financial
Tulsa,
Oklahoma
| – | -$135K | -20,844 | Closed |
|
|
CSS
178
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$122K | -18,816 | Closed |
|
|
TSS
179
Two Sigma Securities
New York
| – | -$84.8K | -13,127 | Closed |
|
180
LPL Financial
San Diego,
California
| – | -$77.8K | -12,040 | Closed |
|
|
IC
181
IEQ Capital
Foster City,
California
| – | -$77.2K | -11,956 | Closed |
|
|
JF
182
Jump Financial
Chicago,
Illinois
| – | -$68.1K | -10,547 | Closed |
|
183
Bessemer Group
Woodbridge,
New Jersey
| – | -$11K | -1,767 | Closed |
|
|
PWMG
184
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$3.26K | -505 | Closed |
|
|
SCA
185
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$1.33K | -206 | Closed |
|
186
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -107 | Closed |
|
|
CS
187
Credit Suisse
Zurich,
Switzerland
| – | -$65 | -10 | Closed |
|
|
AW
188
Avion Wealth
The Woodlands,
Texas
| – | +$515 | +73 | New |
|
NWG Hedge Fund Activity: Q1 2023 in Review
170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2023, worth a combined $329M — up 26% from $260M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NWG positions and 18 closed out — a net gain of 11 holders — while 80 added to existing stakes and 42 trimmed.
The largest buyer was Todd Asset Management, adding an estimated $11.2M. The largest seller was Arrowstreet Capital, cutting an estimated $8.72M.
- 170 institutional investors held NatWest (NWG) as of Q1 2023, up from 162 in Q4 2022.
- Funds reported $329M of NatWest stock for Q1 2023, up 26% quarter-over-quarter.
- 29 funds opened new NatWest positions in Q1 2023 and 18 closed out, a net change of +11 holders.
- The largest NatWest buyer in Q1 2023 was Todd Asset Management, an estimated $11.2M added.
- The largest NatWest seller in Q1 2023 was Arrowstreet Capital, an estimated $8.72M sold.
Based on aggregated 13F filings for Q1 2023.