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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 %
OL
201
Optas LLC
Texas
$100K +$100K +10,684 New
CA
202
Clearstead Advisors
Ohio
$99.5K – – –
PWM
203
Perigon Wealth Management
California
$99.5K +$99.5K +10,634 New
CG
204
CFO4Life Group
Texas
$99.4K +$99.4K +10,623 New
First Trust Advisors
205
First Trust Advisors
Illinois
$98.6K +$98.6K +10,535 New
KI
206
Keystone Investors
Singapore
$97.4K -$94K -10,038 -49%
JIC
207
Johnson Investment Counsel
Ohio
$96.5K – – –
MGWM
208
Marks Group Wealth Management
Minnesota
$95.7K +$95.7K +10,229 New
SCA
209
Snowden Capital Advisors
New York
$93.6K -$5.46K -583 -6%
Citigroup
210
Citigroup
New York
$91.5K +$19.6K +2,092 +27%
GI
211
GAMMA Investing
California
$69.2K +$26.4K +2,825 +62%
AA
212
Addison Advisors
Vermont
$64.9K +$1.25K +133 +2%
HNB
213
Huntington National Bank
Ohio
$59.2K +$7.72K +825 +15%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$47.4K +$32.5K +3,479 +219%
EWA
215
EverSource Wealth Advisors
Alabama
$42.3K +$4.7K +502 +13%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$42K +$5.69K +603 +16%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K – – –
PAM
218
Paradigm Asset Management
New York
$34.6K -$6.55K -700 -16%
WSFS
219
Wilmington Savings Fund Society
Delaware
$33.3K +$33.3K +3,559 New
HCP
220
Hexagon Capital Partners
Arkansas
$32.3K +$18.5K +1,980 +135%
RIL
221
Rothschild Investment LLC
Illinois
$27.9K +$2.15K +230 +8%
ACA
222
Atlas Capital Advisors
Wyoming
$27.5K -$443K -47,382 -94%
BGAI
223
Bruce G. Allen Investments
Colorado
$26.3K +$19.5K +2,083 +285%
PTC
224
Private Trust Company
Ohio
$25.6K +$14K +1,499 +121%
ACM
225
Accent Capital Management
Ohio
$24.1K – – –
7 8
9
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