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89 hedge funds and large institutions have $177M invested in NatWest in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

11% more funds holding

Funds holding: 8089 (+9)

9% more capital invested

Capital invested by funds: $162M → $177M (+$14.8M)

52% less call options, than puts

Call options by funds: $3.81M | Put options by funds: $8.01M

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
31
Reduced
19
Closed
10
Calls
$3.81M
Puts
$8.01M
Net Calls
-$4.2M
Net Calls Change
+$932K
Name Holding Trade Value Shares
Change
Change in
Stake
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$53.3M +$1.78M +139,285 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.8M +$300K +23,412 +1%
MAA
3
Managed Account Advisors
New Jersey
$10.3M -$407K -31,773 -4%
PP
4
Prudential plc
United Kingdom
$8.48M -$1.19M -92,857 -12%
PAPAIJV
5
Paragon Associates & Paragon Associates II Joint Venture
Texas
$7.27M +$1.78M +139,286 +33%
Jane Street
6
Jane Street
New York
$6.17M +$4.12M +322,032 +213%
PPA
7
Parametric Portfolio Associates
Washington
$5.01M +$487K +38,076 +11%
Ameriprise
8
Ameriprise
Minnesota
$4.56M +$76.5K +5,974 +2%
AG
9
Aperio Group
California
$4.51M +$870K +67,963 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.35M -$1.96M -152,862 -31%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$3.9M -$160K -12,537 -4%
Comerica Bank
12
Comerica Bank
Texas
$3.47M +$1.73M +134,954 +103%
Goldman Sachs
13
Goldman Sachs
New York
$3.02M +$909K +70,973 +44%
Northern Trust
14
Northern Trust
Illinois
$2.95M +$720K +56,210 +33%
VKH
15
Virtu KCG Holdings
New York
$2.3M +$2.19M +171,033 +3,280%
PG
16
PEAK6 Group
Illinois
$2.19M +$935K +73,051 +77%
RJA
17
Raymond James & Associates
Florida
$2.03M +$54.5K +4,261 +3%
WAM
18
World Asset Management
Michigan
$1.94M -$14.2K -1,111 -0.7%
UBS Group
19
UBS Group
Switzerland
$1.92M +$1.88M +147,213 New
NFA
20
Nationwide Fund Advisors
Ohio
$1.87M +$144K +11,228 +9%
Bank of America
21
Bank of America
North Carolina
$1.22M -$176K -13,734 -13%
Wells Fargo
22
Wells Fargo
California
$1.14M -$73.3K -5,729 -6%
Millennium Management
23
Millennium Management
New York
$1.04M +$1.02M +79,856 New
CAM
24
Capstone Asset Management
Texas
$944K +$319K +24,904 +52%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$909K +$892K +69,691 New

NWG Hedge Fund Activity: Q4 2014 in Review

89 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2014, worth a combined $177M — up 9.1% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NWG positions and 10 closed out — a net gain of 10 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $4.12M. The largest seller was Citigroup, cutting an estimated $2.11M.

  • 89 institutional investors held NatWest (NWG) as of Q4 2014, up from 80 in Q3 2014.
  • Funds reported $177M of NatWest stock for Q4 2014, up 9.1% quarter-over-quarter.
  • 20 funds opened new NatWest positions in Q4 2014 and 10 closed out, a net change of +10 holders.
  • The largest NatWest buyer in Q4 2014 was Jane Street, an estimated $4.12M added.
  • The largest NatWest seller in Q4 2014 was Citigroup, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2014.