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209 hedge funds and large institutions have $425M invested in NatWest in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
111
Reduced
33
Closed
24
Calls
$34K
Puts
$508K
Net Calls
-$474K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Provenance Wealth Advisors
Florida
$1.4K
AF
202
Allworth Financial
California
$1.24K
AWM
203
Activest Wealth Management
Florida
$1.04K +$908 +153 New
HGERS
204
Householder Group Estate & Retirement Specialist
Arizona
$816
BCMLT
205
Beacon Capital Management LLC (Tennessee)
Tennessee
$626 +$546 +92 New
FHA
206
First Horizon Advisors
Tennessee
$597 +$522 +88 New
AWM
207
Abound Wealth Management
Tennessee
$408 -$47 -8 -12%
IA
208
IFP Advisors
Florida
$211
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$6 +$6 +1 New
Point72 Asset Management
210
Point72 Asset Management
Connecticut
-$835K -148,300 Closed
SIGI
211
Susquehanna International Group (Ireland)
Ireland
-$624K -110,758 Closed
XT
212
XTX Topco
Cayman Islands
-$428K -75,984 Closed
HF
213
HRT Financial
New York
-$370K -65,846 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
-$220K -37,130 Closed
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
-$153K -27,257 Closed
JF
216
Jump Financial
Illinois
-$129K -22,841 Closed
SI
217
Seeds Investor
New York
-$122K -21,708 Closed
Fiera Capital (Canada)
218
Fiera Capital (Canada)
Quebec, Canada
-$114K -20,247 Closed
Voloridge Investment Management
219
Voloridge Investment Management
Florida
-$112K -19,961 Closed
CC
220
Centiva Capital
New York
-$106K -18,844 Closed
CL
221
CSS LLC
Illinois
-$85.3K -15,147 Closed
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
-$75.7K -13,450 Closed
EGM
223
Engineers Gate Manager
New York
-$68.3K -12,130 Closed
GCM
224
Graham Capital Management
Connecticut
-$63K -11,186 Closed
VFA
225
Valeo Financial Advisors
Indiana
-$60.8K -10,807 Closed

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.