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96 hedge funds and large institutions have $59.7M invested in NatWest in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27,418% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $11K

0.18% more ownership

Funds ownership: 0%0.18% (+0.18%)

13% less funds holding

Funds holding: 11096 (-14)

22% less capital invested

Capital invested by funds: $76.3M → $59.7M (-$16.7M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

50% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
-14
Holders Change %
-12.73%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
44
Closed
26
Calls
$3.03M
Puts
$11K
Net Calls
+$3.02M
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$12.7M -$6.61M -2,133,893 -33%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.3M -$88.4K -28,529 -0.7%
Northern Trust
3
Northern Trust
Illinois
$8.62M +$5.87M +1,893,400 +175%
Goldman Sachs
4
Goldman Sachs
New York
$5.87M -$1.47M -474,843 -19%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.06M -$293K -94,699 -6%
Jane Street
6
Jane Street
New York
$2.62M +$2.73M +882,338 +3,833%
AG
7
Aperio Group
California
$2.21M -$626K -201,869 -21%
Comerica Bank
8
Comerica Bank
Texas
$990K -$17.1K -5,512 -2%
Sanders Capital
9
Sanders Capital
Florida
$974K +$80.2K +25,882 +8%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$838K -$763K -246,138 -46%
UBS Group
11
UBS Group
Switzerland
$621K +$9.59K +3,095 +1%
SIS
12
Susquehanna International Securities
Ireland
$578K +$3.16K +1,021 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$495K +$47.9K +15,456 +10%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$488K -$58.4K -18,850 -10%
Ameriprise
15
Ameriprise
Minnesota
$406K -$1.84K -595 -0.4%
CLOS
16
Compagnie Lombard Odier SCmA
Switzerland
$394K
CGH
17
Crossmark Global Holdings
Texas
$381K +$10K +3,229 +3%
AWM
18
Altium Wealth Management
New York
$305K -$75.6K -24,400 -19%
RWM
19
Ritholtz Wealth Management
New York
$302K -$400K -129,107 -55%
OMC
20
Old Mission Capital
Illinois
$297K +$317K +102,443 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$281K -$90.2K -29,097 -23%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$245K -$242K -78,135 -48%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$199K -$18.9K -6,090 -8%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$185K +$198K +63,896 New
Citigroup
25
Citigroup
New York
$182K -$142K -45,935 -42%

NWG Hedge Fund Activity: Q3 2020 in Review

96 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2020, worth a combined $59.7M — down 22% from $76.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NWG and 13 opened new positions — a net loss of 13 holders — while 44 trimmed existing stakes and 22 added.

The largest buyer was Northern Trust, adding an estimated $5.87M. The largest seller was Parametric Portfolio Associates, cutting an estimated $6.61M.

  • 96 institutional investors held NatWest (NWG) as of Q3 2020, down from 110 in Q2 2020.
  • Funds reported $59.7M of NatWest stock for Q3 2020, down 22% quarter-over-quarter.
  • 13 funds opened new NatWest positions in Q3 2020 and 26 closed out, a net change of -13 holders.
  • The largest NatWest buyer in Q3 2020 was Northern Trust, an estimated $5.87M added.
  • The largest NatWest seller in Q3 2020 was Parametric Portfolio Associates, an estimated $6.61M sold.

Based on aggregated 13F filings for Q3 2020.