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116 hedge funds and large institutions have $243M invested in NatWest in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $1.53M

30% more capital invested

Capital invested by funds: $187M → $243M (+$56.2M)

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

9% less funds holding

Funds holding: 127116 (-11)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
33
Closed
26
Calls
$6.78M
Puts
$1.53M
Net Calls
+$5.25M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$33.2M +$4.94M +704,776 +18%
Renaissance Technologies
2
Renaissance Technologies
New York
$32.7M +$2.38M +338,650 +8%
Northern Trust
3
Northern Trust
Illinois
$25.7M +$1.75M +250,067 +7%
PPA
4
Parametric Portfolio Associates
Washington
$20.7M +$3.06M +436,852 +17%
NIMC
5
NWQ Investment Management Company
California
$15.6M +$1.49M +212,079 +11%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.6M -$1.56M -222,446 -10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$12.7M +$94.6K +13,488 +0.7%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$12.6M +$11.9M +1,699,675 +1,819%
Goldman Sachs
9
Goldman Sachs
New York
$11M +$3.16M +449,811 +40%
Bank of America
10
Bank of America
North Carolina
$10.9M +$1.7M +242,330 +19%
Jane Street
11
Jane Street
New York
$7.17M -$2.33M -332,014 -24%
ClearBridge Investments
12
ClearBridge Investments
New York
$6.31M -$45.1K -6,424 -0.7%
AG
13
Aperio Group
California
$6.26M -$272K -38,704 -4%
RJA
14
Raymond James & Associates
Florida
$3.15M +$82.8K +11,805 +3%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$2.95M +$16.9K +2,412 +0.6%
Stifel Financial
16
Stifel Financial
Missouri
$2.27M -$43.4K -6,193 -2%
Comerica Bank
17
Comerica Bank
Texas
$2.23M -$136K -19,369 -6%
Ameriprise
18
Ameriprise
Minnesota
$1.73M +$90.8K +12,943 +6%
Sanders Capital
19
Sanders Capital
Florida
$1.63M +$3.91K +557 +0.2%
NCM
20
Narwhal Capital Management
Georgia
$1.51M -$183K -26,121 -11%
TAF
21
Tredje AP-fonden
Sweden
$1.31M +$5.63K +803 +8%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$1.21M +$272K +38,705 +29%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.19M -$798K -113,814 -40%
Morgan Stanley
24
Morgan Stanley
New York
$1.16M +$191K +27,288 +20%
AL
25
AJO LP
Pennsylvania
$993K -$86.7K -12,354 -8%

NWG Hedge Fund Activity: Q1 2019 in Review

116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2019, worth a combined $243M — up 30% from $187M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NWG and 16 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $2.33M.

  • 116 institutional investors held NatWest (NWG) as of Q1 2019, down from 127 in Q4 2018.
  • Funds reported $243M of NatWest stock for Q1 2019, up 30% quarter-over-quarter.
  • 16 funds opened new NatWest positions in Q1 2019 and 26 closed out, a net change of -10 holders.
  • The largest NatWest buyer in Q1 2019 was Lord, Abbett & Co, an estimated $11.9M added.
  • The largest NatWest seller in Q1 2019 was Jane Street, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2019.