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144 hedge funds and large institutions have $218M invested in NatWest in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $729K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

15% more funds holding

Funds holding: 125144 (+19)

6% more capital invested

Capital invested by funds: $207M → $218M (+$11.7M)

0.05% more ownership

Funds ownership: 0.28%0.33% (+0.05%)

Holders
144
Holders Change
+19
Holders Change %
+15.2%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
56
Reduced
35
Closed
14
Calls
$2.19M
Puts
$729K
Net Calls
+$1.46M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$38.7M +$1.2M +178,352 +3%
Goldman Sachs
2
Goldman Sachs
New York
$24.7M -$1.18M -174,653 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.1M +$676K +100,281 +3%
BlackRock
4
BlackRock
New York
$10M +$845K +125,271 +8%
Bank of America
5
Bank of America
North Carolina
$9.46M +$1.64M +243,829 +19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.34M +$1.65M +244,749 +19%
Citadel Advisors
7
Citadel Advisors
Florida
$8.69M +$7.5M +1,112,049 +360%
Millennium Management
8
Millennium Management
New York
$8.46M +$9.33M +1,382,573 New
Northern Trust
9
Northern Trust
Illinois
$8.21M +$47.2K +7,003 +0.5%
Marshall Wace
10
Marshall Wace
United Kingdom
$5.88M +$6.16M +913,328 +1,897%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.58M -$2.96M -438,336 -32%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$5.39M +$2.73M +405,021 +85%
AWA
13
Aaron Wealth Advisors
Illinois
$5.17M +$184K +27,252 New
BIP
14
Brandes Investment Partners
California
$5.07M +$5.59M +828,038 New
Russell Investments Group
15
Russell Investments Group
United Kingdom
$3.65M -$130K -19,305 -3%
Jane Street
16
Jane Street
New York
$3.19M -$740K -109,763 -17%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$2.79M -$239K -35,378 -7%
TAM
18
Todd Asset Management
Kentucky
$2.79M -$239K -35,378 -7%
Wells Fargo
19
Wells Fargo
California
$2.2M +$2.29M +339,196 +1,659%
CFM
20
Capricorn Fund Managers
United Kingdom
$2.2M +$2.42M +358,972 New
Sanders Capital
21
Sanders Capital
Florida
$2.03M -$50.7K -7,521 -2%
RWM
22
Ritholtz Wealth Management
New York
$1.78M +$735K +108,936 +60%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.72M +$1.9M +281,916 New
Morgan Stanley
24
Morgan Stanley
New York
$1.61M +$512K +75,853 +41%
CL
25
CSS LLC
Illinois
$1.57M +$761K +112,882 +78%

NWG Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2022, worth a combined $218M — up 5.6% from $207M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWG positions and 14 closed out — a net gain of 19 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.33M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $15.1M sold.

  • 144 institutional investors held NatWest (NWG) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $218M of NatWest stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 33 funds opened new NatWest positions in Q1 2022 and 14 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q1 2022 was Millennium Management, an estimated $9.33M added.
  • The largest NatWest seller in Q1 2022 was Westwood Holdings Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.