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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
OL
201
Optas LLC
Texas
$100K +$95.1K +10,684 New
CA
202
Clearstead Advisors
Ohio
$99.5K
PWM
203
Perigon Wealth Management
California
$99.5K +$94.6K +10,634 New
CG
204
CFO4Life Group
Texas
$99.4K +$94.5K +10,623 New
First Trust Advisors
205
First Trust Advisors
Illinois
$98.6K +$93.7K +10,535 New
KI
206
Keystone Investors
Singapore
$97.4K -$89.3K -10,038 -49%
JIC
207
Johnson Investment Counsel
Ohio
$96.5K
MGWM
208
Marks Group Wealth Management
Minnesota
$95.7K +$91K +10,229 New
SCA
209
Snowden Capital Advisors
New York
$93.6K -$5.19K -583 -6%
Citigroup
210
Citigroup
New York
$91.5K +$18.6K +2,092 +27%
GI
211
GAMMA Investing
California
$69.2K +$25.1K +2,825 +62%
AA
212
Addison Advisors
Vermont
$64.9K +$1.18K +133 +2%
HNB
213
Huntington National Bank
Ohio
$59.2K +$7.34K +825 +15%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$47.4K +$31K +3,479 +219%
EWA
215
EverSource Wealth Advisors
Alabama
$42.3K +$4.47K +502 +13%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$42K +$5.37K +603 +16%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K
PAM
218
Paradigm Asset Management
New York
$34.6K -$6.23K -700 -16%
WSFS
219
Wilmington Savings Fund Society
Delaware
$33.3K +$31.7K +3,559 New
HCP
220
Hexagon Capital Partners
Arkansas
$32.3K +$17.6K +1,980 +135%
RIL
221
Rothschild Investment LLC
Illinois
$27.9K +$2.05K +230 +8%
ACA
222
Atlas Capital Advisors
Wyoming
$27.5K -$422K -47,382 -94%
BGAI
223
Bruce G. Allen Investments
Colorado
$26.3K +$18.5K +2,083 +285%
PTC
224
Private Trust Company
Ohio
$25.6K +$13.3K +1,499 +121%
ACM
225
Accent Capital Management
Ohio
$24.1K

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.