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NatWest
NWG

110 hedge funds and large institutions have $76.3M invested in NatWest in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,641% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $103K

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

6% less capital invested

Capital invested by funds: $81.3M → $76.3M (-$4.99M)

8% less funds holding

Funds holding: 119 → 110 (-9)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
45
Reduced
35
Closed
26
Calls
$2.82M
Puts
$103K
Net Calls
+$2.72M
Net Calls Change
+$480K

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$9.25M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.26M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.1M
4
Millennium Management
Millennium Management
New York
+$825K
5
SIS
Susquehanna International Securities
Ireland
+$617K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
2
Northern Trust
Northern Trust
Illinois
-$6.27M
3
AG
Aperio Group
California
-$2.54M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.45M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$775K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$21.4M +$9.25M +2,975,321 +84%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.1M -$259K -83,354 -2%
Goldman Sachs
3
Goldman Sachs
New York
$8.22M -$142K -45,698 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$4.91M -$569K -183,006 -11%
Northern Trust
5
Northern Trust
Illinois
$3.56M -$6.27M -2,017,096 -65%
AG
6
Aperio Group
California
$3.17M -$2.54M -816,848 -46%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.21M -$11.1M -3,566,735 -84%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$1.76M +$1.26M +404,729 +310%
Citadel Advisors
9
Citadel Advisors
Florida
$1.29M +$1.1M +353,896 +909%
Sanders Capital
10
Sanders Capital
Florida
$1.02M +$126K +40,625 +15%
Comerica Bank
11
Comerica Bank
Texas
$980K +$42.1K +13,540 +5%
Millennium Management
12
Millennium Management
New York
$871K +$825K +265,217 New
RWM
13
Ritholtz Wealth Management
New York
$766K +$555K +178,493 +326%
UBS Group
14
UBS Group
Switzerland
$694K +$425K +136,850 +184%
NIMC
15
NWQ Investment Management Company
California
$683K +$185K +59,659 +3%
SIS
16
Susquehanna International Securities
Ireland
$652K +$617K +198,436 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$615K -$34.4K -11,054 -6%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$534K -$775K -249,372 -61%
Morgan Stanley
19
Morgan Stanley
New York
$510K +$11.7K +3,776 +2%
Ameriprise
20
Ameriprise
Minnesota
$463K -$249K -80,079 -36%
CLOS
21
Compagnie Lombard Odier SCmA
Switzerland
$447K +$423K +136,024 New
AWM
22
Altium Wealth Management
New York
$426K +$206K +66,107 +104%
CGH
23
Crossmark Global Holdings
Texas
$422K +$13K +4,197 +3%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$414K -$58.1K -18,682 -13%
Citigroup
25
Citigroup
New York
$358K +$126K +40,476 +59%
1
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NWG Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2020, worth a combined $76.3M — down 6.1% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NWG and 18 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 45 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.25M. The largest seller was Renaissance Technologies, cutting an estimated $11.1M.

  • 110 institutional investors held NatWest (NWG) as of Q2 2020, down from 119 in Q1 2020.
  • Funds reported $76.3M of NatWest stock for Q2 2020, down 6.1% quarter-over-quarter.
  • 18 funds opened new NatWest positions in Q2 2020 and 26 closed out, a net change of -8 holders.
  • The largest NatWest buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.25M added.
  • The largest NatWest seller in Q2 2020 was Renaissance Technologies, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.