NatWest
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.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
11% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 64
11% more capital invested
Capital invested by funds: $312M → $346M (+$34M)
8% more funds holding
Funds holding: 175 → 189 (+14)
0.1% more ownership
Funds ownership: 0.6% → 0.7% (+0.1%)
59% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $3.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.76M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$3.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$2.97M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.62M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.45M |
| 3 |
Renaissance Technologies
New York
|
-$1.39M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.37M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$766K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
9WM
201
9258 Wealth Management
Blue Ash,
Ohio
| – | -$64.2K | -11,014 | Closed |
|
|
AG
202
Ascent Group
Virginia Beach,
Virginia
| – | -$49K | -10,065 | Closed |
|
|
HWAM
203
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$58.4K | -10,009 | Closed |
|
|
SL
204
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$2.16K | -371 | Closed |
|
|
SPIA
205
Steward Partners Investment Advisory
New York
| – | -$1.57K | -269 | Closed |
|
|
GJIA
206
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$1.24K | -213 | Closed |
|
|
AWM
207
Activest Wealth Management
Aventure,
Florida
| – | -$892 | -153 | Closed |
|
|
BG
208
Bollard Group
Boston,
Massachusetts
| – | -$1K | -148 | Closed |
|
209
Group One Trading
Chicago,
Illinois
| – | -$382 | -72 | Closed |
|
NWG Hedge Fund Activity: Q4 2023 in Review
189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2023, worth a combined $346M — up 11% from $312M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new NWG positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Goldman Sachs, cutting an estimated $8.62M.
- 189 institutional investors held NatWest (NWG) as of Q4 2023, up from 175 in Q3 2023.
- Funds reported $346M of NatWest stock for Q4 2023, up 11% quarter-over-quarter.
- 40 funds opened new NatWest positions in Q4 2023 and 21 closed out, a net change of +19 holders.
- The largest NatWest buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
- The largest NatWest seller in Q4 2023 was Goldman Sachs, an estimated $8.62M sold.
Based on aggregated 13F filings for Q4 2023.