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83 hedge funds and large institutions have $111M invested in NatWest in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more funds holding

Funds holding: 7183 (+12)

17% less capital invested

Capital invested by funds: $134M → $111M (-$22.5M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

96% less call options, than puts

Call options by funds: $689K | Put options by funds: $16M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
18
Reduced
23
Closed
14
Calls
$689K
Puts
$16M
Net Calls
-$15.3M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$27.9M +$1.8M +150,182 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.39M -$233K -19,448 -3%
MAA
3
Managed Account Advisors
New Jersey
$7.17M +$7M +583,667 +16,146%
Morgan Stanley
4
Morgan Stanley
New York
$5.31M +$3.34M +278,792 +179%
PP
5
Prudential plc
United Kingdom
$4.53M +$1.11M +92,858 +33%
Ameriprise
6
Ameriprise
Minnesota
$4.16M +$779 +65 +0%
CC
7
Coastland Capital
California
$4.15M
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.54M +$3.48M +290,347 New
U
9
UBS
Switzerland
$3.15M -$434K -36,240 -12%
PPA
10
Parametric Portfolio Associates
Washington
$2.86M +$159K +13,248 +6%
WAM
11
World Asset Management
Michigan
$2.44M -$685K -57,181 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.39M -$300K -25,047 -11%
Comerica Bank
13
Comerica Bank
Texas
$2.05M -$72.5K -6,049 -3%
Northern Trust
14
Northern Trust
Illinois
$2M +$72.5K +6,047 +4%
AG
15
Aperio Group
California
$1.97M -$1.86M -155,180 Closed
PA
16
Profund Advisors
Maryland
$1.92M +$1.89M +157,528 New
CS
17
Credit Suisse
Switzerland
$1.87M -$1.58M -131,762 -46%
VKH
18
Virtu KCG Holdings
New York
$1.7M -$2.46M -205,074 -59%
Goldman Sachs
19
Goldman Sachs
New York
$1.7M +$94.4K +7,879 +6%
Calamos Advisors
20
Calamos Advisors
Illinois
$1.6M +$1.57M +130,845 New
NFA
21
Nationwide Fund Advisors
Ohio
$1.4M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.36M -$5.93M -494,597 -82%
Jane Street
23
Jane Street
New York
$1.22M -$7.55M -629,663 -86%
RJA
24
Raymond James & Associates
Florida
$1.04M +$1.02M +85,127 New
Group One Trading
25
Group One Trading
Illinois
$1.01M +$282K +23,558 +40%

NWG Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2013, worth a combined $111M — down 17% from $134M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NWG positions and 14 closed out — a net gain of 13 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $7M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $20.2M sold.

  • 83 institutional investors held NatWest (NWG) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $111M of NatWest stock for Q4 2013, down 17% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q4 2013 and 14 closed out, a net change of +13 holders.
  • The largest NatWest buyer in Q4 2013 was Managed Account Advisors, an estimated $7M added.
  • The largest NatWest seller in Q4 2013 was Vertex One Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2013.