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122 hedge funds and large institutions have $238M invested in NatWest in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $1.75M

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 118122 (+4)

1% more capital invested

Capital invested by funds: $236M → $238M (+$2.02M)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
47
Reduced
22
Closed
16
Calls
$4.22M
Puts
$1.75M
Net Calls
+$2.47M
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$34.9M +$767K +108,394 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$29M +$1.35M +190,914 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.7M +$220K +31,118 +0.8%
Northern Trust
4
Northern Trust
Illinois
$24.7M +$2.5M +352,975 +11%
PPA
5
Parametric Portfolio Associates
Washington
$18.3M +$1.19M +167,622 +7%
NIMC
6
NWQ Investment Management Company
California
$16.7M -$496K -70,188 -3%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.6M -$2.1M -296,292 -11%
Bank of America
8
Bank of America
North Carolina
$9.73M +$4.57M +645,760 +88%
Goldman Sachs
9
Goldman Sachs
New York
$7.9M +$932K +131,799 +13%
AG
10
Aperio Group
California
$6.71M +$825K +116,589 +14%
ClearBridge Investments
11
ClearBridge Investments
New York
$4.49M +$1.33M +187,487 +42%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$3.47M -$360K -50,885 -9%
RJA
13
Raymond James & Associates
Florida
$3.03M +$1.38M +195,415 +83%
Stifel Financial
14
Stifel Financial
Missouri
$2.67M +$1.17M +165,398 +77%
Ameriprise
15
Ameriprise
Minnesota
$2.43M -$455K -64,326 -16%
Comerica Bank
16
Comerica Bank
Texas
$2.14M +$160K +22,594 +8%
Jane Street
17
Jane Street
New York
$2.14M +$794K +112,233 +58%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.09M +$39.3K +5,556 +2%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.02M
NCM
20
Narwhal Capital Management
Georgia
$1.79M +$63.7K +9,007 +4%
MWNA
21
Marshall Wace North America
New York
$1.75M -$1.19M -168,315 -40%
Sanders Capital
22
Sanders Capital
Florida
$1.63M +$1.64M +231,679 New
Morgan Stanley
23
Morgan Stanley
New York
$1.34M +$214K +30,326 +19%
TAF
24
Tredje AP-fonden
Sweden
$1.34M
HSBC Holdings
25
HSBC Holdings
United Kingdom
$1.24M +$560K +79,193 +82%

NWG Hedge Fund Activity: Q3 2018 in Review

122 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2018, worth a combined $238M — up 0.86% from $236M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NWG positions and 16 closed out — a net gain of 4 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $4.57M. The largest seller was Citadel Advisors, cutting an estimated $3.62M.

  • 122 institutional investors held NatWest (NWG) as of Q3 2018, up from 118 in Q2 2018.
  • Funds reported $238M of NatWest stock for Q3 2018, up 0.86% quarter-over-quarter.
  • 20 funds opened new NatWest positions in Q3 2018 and 16 closed out, a net change of +4 holders.
  • The largest NatWest buyer in Q3 2018 was Bank of America, an estimated $4.57M added.
  • The largest NatWest seller in Q3 2018 was Citadel Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2018.