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132 hedge funds and large institutions have $263M invested in NatWest in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

28% more call options, than puts

Call options by funds: $5.83M | Put options by funds: $4.54M

10% more capital invested

Capital invested by funds: $239M → $263M (+$24M)

6% more funds holding

Funds holding: 125132 (+7)

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
23
Closed
21
Calls
$5.83M
Puts
$4.54M
Net Calls
+$1.28M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$36.6M +$2.23M +265,379 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.1M +$1.59M +188,606 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$28.9M +$11.1M +1,325,721 +58%
Northern Trust
4
Northern Trust
Illinois
$23.1M -$154K -18,258 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.3M +$5.51M +655,562 +31%
NIMC
6
NWQ Investment Management Company
California
$22M -$1.07M -127,362 -4%
PPA
7
Parametric Portfolio Associates
Washington
$17.7M +$2.36M +280,040 +14%
LP
8
LMR Partners
United Kingdom
$10.5M
Goldman Sachs
9
Goldman Sachs
New York
$7.13M +$589K +70,004 +8%
AG
10
Aperio Group
California
$5.78M +$367K +43,603 +6%
Bank of America
11
Bank of America
North Carolina
$5.54M +$683K +81,210 +13%
Millennium Management
12
Millennium Management
New York
$4.6M +$4.21M +500,416 +653%
TAF
13
Tredje AP-fonden
Sweden
$4.02M +$59.4K +7,067 +29%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$3.66M +$3.86M +459,283 New
ClearBridge Investments
15
ClearBridge Investments
New York
$3.19M -$3.14M -373,183 -48%
Ameriprise
16
Ameriprise
Minnesota
$3.01M +$10.3K +1,221 +0.3%
RJA
17
Raymond James & Associates
Florida
$2.61M +$548K +65,141 +25%
Comerica Bank
18
Comerica Bank
Texas
$2.51M +$33.6K +4,000 +1%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.29M
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.22M +$5.27K +627 +0.2%
MWNA
21
Marshall Wace North America
New York
$1.98M +$2.09M +248,658 New
NCM
22
Narwhal Capital Management
Georgia
$1.82M +$28.1K +3,343 +1%
WAM
23
World Asset Management
Michigan
$1.74M -$771K -91,685 -30%
Stifel Financial
24
Stifel Financial
Missouri
$1.64M -$111K -13,190 -6%
Barclays
25
Barclays
United Kingdom
$1.18M +$776K +92,302 +167%

NWG Hedge Fund Activity: Q1 2018 in Review

132 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2018, worth a combined $263M — up 10% from $239M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NWG positions and 21 closed out — a net gain of 7 holders — while 51 added to existing stakes and 23 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $11.1M. The largest seller was Jane Street, exiting entirely with an estimated $3.38M sold.

  • 132 institutional investors held NatWest (NWG) as of Q1 2018, up from 125 in Q4 2017.
  • Funds reported $263M of NatWest stock for Q1 2018, up 10% quarter-over-quarter.
  • 28 funds opened new NatWest positions in Q1 2018 and 21 closed out, a net change of +7 holders.
  • The largest NatWest buyer in Q1 2018 was Renaissance Technologies, an estimated $11.1M added.
  • The largest NatWest seller in Q1 2018 was Jane Street, an estimated $3.38M sold.

Based on aggregated 13F filings for Q1 2018.