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85 hedge funds and large institutions have $135M invested in NatWest in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $111M → $135M (+$23.8M)

2% more funds holding

Funds holding: 8385 (+2)

75% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $6.1M

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
35
Reduced
20
Closed
10
Calls
$1.51M
Puts
$6.1M
Net Calls
-$4.59M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$30.5M +$32.7M +2,725,357 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.2M +$713K +59,486 +3%
MAA
3
Managed Account Advisors
New Jersey
$9.39M +$3.03M +253,021 +43%
PP
4
Prudential plc
United Kingdom
$7.27M +$3.34M +278,571 +75%
Morgan Stanley
5
Morgan Stanley
New York
$5.25M +$414K +34,521 +8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$4.12M +$939K +78,363 +27%
Ameriprise
7
Ameriprise
Minnesota
$3.83M +$14.4K +1,204 +0.4%
CC
8
Coastland Capital
California
$3.8M
Calamos Advisors
9
Calamos Advisors
Illinois
$3.67M +$2.37M +197,312 +151%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.65M -$4.33M -361,026 -53%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.17M +$1.05M +87,578 +45%
PPA
12
Parametric Portfolio Associates
Washington
$2.87M +$267K +22,266 +10%
U
13
UBS
Switzerland
$2.58M -$324K -27,009 -10%
AG
14
Aperio Group
California
$2.35M +$2.52M +209,835 New
Northern Trust
15
Northern Trust
Illinois
$1.97M +$146K +12,187 +7%
Comerica Bank
16
Comerica Bank
Texas
$1.88M +$1.42K +118 +0.1%
WAM
17
World Asset Management
Michigan
$1.81M -$460K -38,329 -19%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.78M +$1.78M +148,587 +1,381%
PA
19
Profund Advisors
Maryland
$1.67M -$96.5K -8,052 -5%
Goldman Sachs
20
Goldman Sachs
New York
$1.64M +$91.8K +7,655 +5%
RJA
21
Raymond James & Associates
Florida
$1.44M +$523K +43,601 +51%
NFA
22
Nationwide Fund Advisors
Ohio
$1.42M +$151K +12,589 +11%
Bank of America
23
Bank of America
North Carolina
$1.18M +$808K +67,391 +176%
Wells Fargo
24
Wells Fargo
California
$880K +$19.6K +1,637 +2%
CWM
25
Calamos Wealth Management
Illinois
$687K +$359K +29,909 +95%

NWG Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2014, worth a combined $135M — up 21% from $111M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NWG positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Vertex One Asset Management, opening a new position worth an estimated $32.7M. The largest seller was Royal Bank of Canada, cutting an estimated $4.33M.

  • 85 institutional investors held NatWest (NWG) as of Q1 2014, up from 83 in Q4 2013.
  • Funds reported $135M of NatWest stock for Q1 2014, up 21% quarter-over-quarter.
  • 13 funds opened new NatWest positions in Q1 2014 and 10 closed out, a net change of +3 holders.
  • The largest NatWest buyer in Q1 2014 was Vertex One Asset Management, an estimated $32.7M added.
  • The largest NatWest seller in Q1 2014 was Royal Bank of Canada, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2014.