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NatWest
NWG

Overview Fund Activity

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
Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.99%
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

Top Buyers

1
Capital International Investors
Capital International Investors
California
$121M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.7M
3
LC
L1 Capital
Australia
$93.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$100M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$18.6M

Top Sellers

1
CCM
Causeway Capital Management
California
$10.5M
2
Northern Trust
Northern Trust
Illinois
$20.9M
3
Millennium Management
Millennium Management
New York
$2.66M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.32M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
176
Principal Securities
Iowa
$140K +$112K +11,953 +398%
BRWA
177
B. Riley Wealth Advisors
Florida
$138K +$4.9K +541 +4%
Squarepoint
178
Squarepoint
New York
$133K +$133K +14,175 New
AAS
179
Avantax Advisory Services
Texas
$122K +$1.21K +129 +1%
9WM
180
9258 Wealth Management
Ohio
$122K – – –
MM
181
MQS Management
New York
$121K +$121K +12,930 New
LC
182
Lindbrook Capital
California
$118K -$17.1K -1,831 -13%
State Street
183
State Street
Massachusetts
$117K – – –
GC
184
Guggenheim Capital
Illinois
$116K +$116K +12,400 New
GCM
185
Graham Capital Management
Connecticut
$115K +$115K +12,304 New
FAFN
186
First Affirmative Financial Network
Colorado
$111K -$34.6K -3,698 -24%
CCA
187
Checchi Capital Advisers
California
$110K – – –
GT
188
Greenleaf Trust
Michigan
$109K +$1.21K +129 +1%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$109K +$12.2K +1,304 +13%
SIA
190
Schechter Investment Advisors
Michigan
$108K +$8.14K +870 +8%
EGM
191
Engineers Gate Manager
New York
$108K -$30K -3,203 -22%
PWPS
192
Pinnacle Wealth Planning Services
Ohio
$108K -$56.4K -6,029 -34%
PA
193
Parallel Advisors
California
$106K +$24.6K +2,630 +30%
FOA
194
Five Oceans Advisors
California
$106K +$3.37K +360 +3%
OFS
195
OneAscent Financial Services
Alabama
$106K +$106K +11,285 New
EC
196
EntryPoint Capital
New York
$104K +$104K +11,124 New
CH
197
Cromwell Holdings
Wyoming
$103K – – –
SRC
198
Sage Rhino Capital
California
$102K +$4.31K +460 +4%
VFA
199
Valeo Financial Advisors
Indiana
$101K +$101K +10,817 New
AP
200
Adero Partners
California
$100K +$100K +10,724 New
6 7
8
9 10