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96 hedge funds and large institutions have $147M invested in NatWest in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $5M

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

18% more capital invested

Capital invested by funds: $125M → $147M (+$22.6M)

9% more funds holding

Funds holding: 8896 (+8)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
23
Closed
12
Calls
$14.6M
Puts
$5M
Net Calls
+$9.64M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$26.3M +$1.62M +257,187 +7%
NIMC
2
NWQ Investment Management Company
California
$22.4M +$1.04M +165,647 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.2M +$1.79M +285,080 +10%
Northern Trust
4
Northern Trust
Illinois
$19.4M -$120K -19,108 -0.6%
PPA
5
Parametric Portfolio Associates
Washington
$9.03M +$1.87M +297,625 +27%
Jane Street
6
Jane Street
New York
$7.44M -$3.52M -560,509 -33%
Goldman Sachs
7
Goldman Sachs
New York
$5.28M +$491K +78,107 +11%
LP
8
LMR Partners
United Kingdom
$4.19M +$4.03M +640,714 New
Bank of America
9
Bank of America
North Carolina
$3.12M +$2.84M +452,297 +1,818%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$2.91M -$66.5K -10,586 -2%
AG
11
Aperio Group
California
$2.87M +$218K +34,643 +9%
ClearBridge Investments
12
ClearBridge Investments
New York
$2.63M -$188K -29,929 -7%
Ameriprise
13
Ameriprise
Minnesota
$2.38M +$17.7K +2,823 +0.8%
Comerica Bank
14
Comerica Bank
Texas
$2.25M +$26.1K +4,145 +1%
WAM
15
World Asset Management
Michigan
$2.23M +$36.7K +5,837 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.57M +$956K +152,118 +172%
Stifel Financial
17
Stifel Financial
Missouri
$1.21M -$29K -4,615 -2%
UBS Group
18
UBS Group
Switzerland
$885K +$79.8K +12,696 +10%
Barclays
19
Barclays
United Kingdom
$875K +$841K +133,887 New
NCM
20
Narwhal Capital Management
Georgia
$847K +$273K +43,458 +50%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$829K +$78.8K +12,541 +11%
Morgan Stanley
22
Morgan Stanley
New York
$804K -$174K -27,632 -18%
NFA
23
Nationwide Fund Advisors
Ohio
$740K -$86.8K -13,812 -11%
CAM
24
Capstone Asset Management
Texas
$737K +$45.7K +7,271 +7%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$540K -$117K -18,664 -18%

NWG Hedge Fund Activity: Q1 2017 in Review

96 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2017, worth a combined $147M — up 18% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NWG positions and 12 closed out — a net gain of 9 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was LMR Partners, opening a new position worth an estimated $4.03M. The largest seller was Jane Street, cutting an estimated $3.52M.

  • 96 institutional investors held NatWest (NWG) as of Q1 2017, up from 88 in Q4 2016.
  • Funds reported $147M of NatWest stock for Q1 2017, up 18% quarter-over-quarter.
  • 21 funds opened new NatWest positions in Q1 2017 and 12 closed out, a net change of +9 holders.
  • The largest NatWest buyer in Q1 2017 was LMR Partners, an estimated $4.03M added.
  • The largest NatWest seller in Q1 2017 was Jane Street, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2017.