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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
PS
176
Principal Securities
Iowa
$140K +$106K +11,953 +398%
BRWA
177
B. Riley Wealth Advisors
Florida
$138K +$4.81K +541 +4%
Squarepoint
178
Squarepoint
New York
$133K +$126K +14,175 New
AAS
179
Avantax Advisory Services
Texas
$122K +$1.15K +129 +1%
9WM
180
9258 Wealth Management
Ohio
$122K
MM
181
MQS Management
New York
$121K +$115K +12,930 New
LC
182
Lindbrook Capital
California
$118K -$16.3K -1,831 -13%
State Street
183
State Street
Massachusetts
$117K
GC
184
Guggenheim Capital
Illinois
$116K +$110K +12,400 New
GCM
185
Graham Capital Management
Connecticut
$115K +$109K +12,304 New
FAFN
186
First Affirmative Financial Network
Colorado
$111K -$32.9K -3,698 -24%
CCA
187
Checchi Capital Advisers
California
$110K
GT
188
Greenleaf Trust
Michigan
$109K +$1.15K +129 +1%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$109K +$11.6K +1,304 +13%
SIA
190
Schechter Investment Advisors
Michigan
$108K +$7.74K +870 +8%
EGM
191
Engineers Gate Manager
New York
$108K -$28.5K -3,203 -22%
PWPS
192
Pinnacle Wealth Planning Services
Ohio
$108K -$53.6K -6,029 -34%
PA
193
Parallel Advisors
California
$106K +$23.4K +2,630 +30%
FOA
194
Five Oceans Advisors
California
$106K +$3.2K +360 +3%
OFS
195
OneAscent Financial Services
Alabama
$106K +$100K +11,285 New
EC
196
EntryPoint Capital
New York
$104K +$99K +11,124 New
CH
197
Cromwell Holdings
Wyoming
$103K
SRC
198
Sage Rhino Capital
California
$102K +$4.09K +460 +4%
VFA
199
Valeo Financial Advisors
Indiana
$101K +$96.2K +10,817 New
AP
200
Adero Partners
California
$100K +$95.4K +10,724 New

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.