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127 hedge funds and large institutions have $187M invested in NatWest in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

28% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.71M

4% more funds holding

Funds holding: 122127 (+5)

22% less capital invested

Capital invested by funds: $238M → $187M (-$51.2M)

28% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 46

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
33
Reduced
46
Closed
23
Calls
$6.01M
Puts
$4.71M
Net Calls
+$1.3M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$26M +$1.32M +206,050 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.2M +$1.41M +219,582 +6%
Northern Trust
3
Northern Trust
Illinois
$20.5M -$613K -95,789 -3%
PPA
4
Parametric Portfolio Associates
Washington
$15.1M -$567K -88,619 -3%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13M -$1.28M -199,384 -8%
NIMC
6
NWQ Investment Management Company
California
$12.1M -$2.69M -420,206 -17%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$10.8M -$20.2M -3,156,885 -64%
Jane Street
8
Jane Street
New York
$8.14M +$6.81M +1,062,935 +349%
Bank of America
9
Bank of America
North Carolina
$7.86M -$495K -77,289 -6%
Goldman Sachs
10
Goldman Sachs
New York
$6.69M -$78.6K -12,272 -1%
AG
11
Aperio Group
California
$5.6M -$157K -24,456 -3%
ClearBridge Investments
12
ClearBridge Investments
New York
$5.45M +$1.71M +267,119 +42%
RJA
13
Raymond James & Associates
Florida
$2.63M +$31.2K +4,870 +1%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$2.52M -$480K -74,936 -15%
Comerica Bank
15
Comerica Bank
Texas
$2.22M +$24.2K +3,780 +1%
Stifel Financial
16
Stifel Financial
Missouri
$1.98M -$319K -49,755 -13%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.71M -$86.4K -13,486 -5%
NCM
18
Narwhal Capital Management
Georgia
$1.46M -$78.8K -12,303 -5%
Ameriprise
19
Ameriprise
Minnesota
$1.4M -$724K -113,008 -33%
Sanders Capital
20
Sanders Capital
Florida
$1.4M
TAF
21
Tredje AP-fonden
Sweden
$1.03M +$1.48K +231 +2%
AL
22
AJO LP
Pennsylvania
$926K +$520K +81,126 +112%
Morgan Stanley
23
Morgan Stanley
New York
$829K -$338K -52,856 -28%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$806K -$269K -41,957 -24%
CGH
25
Crossmark Global Holdings
Texas
$795K +$5.59K +873 +0.7%

NWG Hedge Fund Activity: Q4 2018 in Review

127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2018, worth a combined $187M — down 22% from $238M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NWG positions and 23 closed out — a net gain of 7 holders — while 33 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $6.81M. The largest seller was Bank of New York Mellon, cutting an estimated $20.2M.

  • 127 institutional investors held NatWest (NWG) as of Q4 2018, up from 122 in Q3 2018.
  • Funds reported $187M of NatWest stock for Q4 2018, down 22% quarter-over-quarter.
  • 30 funds opened new NatWest positions in Q4 2018 and 23 closed out, a net change of +7 holders.
  • The largest NatWest buyer in Q4 2018 was Jane Street, an estimated $6.81M added.
  • The largest NatWest seller in Q4 2018 was Bank of New York Mellon, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2018.