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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 %
GKIM
176
GW&K Investment Management
Massachusetts
$2K – – –
RIL
177
Rothschild Investment LLC
Illinois
$1.85K +$1.85K +328 New
FFA
178
Frazier Financial Advisors
Ohio
$1.75K +$1.75K +311 New
AT
179
Arlington Trust
Alabama
$1.66K +$1.66K +295 New
CFGS
180
Concourse Financial Group Securities
Alabama
$1.65K +$1.3K +227 +378%
PS
181
Principal Securities
Iowa
$1.38K +$1.38K +245 New
PWA
182
Provenance Wealth Advisors
Florida
$1.16K -$6 -1 -0.5%
CWC
183
Carolinas Wealth Consulting
North Carolina
$1.06K – – –
AF
184
Allworth Financial
California
$1.03K -$203 -36 -17%
BCM
185
Bourgeon Capital Management
Connecticut
$721 +$355 +63 +97%
AWM
186
Abound Wealth Management
Tennessee
$383 +$383 +68 New
FBC
187
Fairfield, Bush & Co
Connecticut
$338 +$338 +60 New
IA
188
IFP Advisors
Florida
$175 -$1.26K -223 -88%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
– -$547K -95,216 Closed
Arrowstreet Capital
190
Arrowstreet Capital
Massachusetts
– -$237K -40,637 Closed
QCM
191
Quantinno Capital Management
New York
– -$175K -30,064 Closed
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
– -$169K -29,018 Closed
DS
193
DRW Securities
Illinois
– -$96K -16,470 Closed
CG
194
Caprock Group
Idaho
– -$87.8K -15,066 Closed
ECM
195
Evergreen Capital Management
Washington
– -$83.9K -14,387 Closed
AWM
196
Aprio Wealth Management
Georgia
– -$70.4K -12,080 Closed
BC
197
Bridgefront Capital
Texas
– -$68.9K -11,822 Closed
CHP
198
Cable Hill Partners
Oregon
– -$66.2K -11,354 Closed
TSS
199
Two Sigma Securities
New York
– -$66.1K -11,345 Closed
RJFSA
200
Raymond James Financial Services Advisors
Florida
– -$64.9K -11,127 Closed
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