We are live on ! Find out more

148 hedge funds and large institutions have $216M invested in NatWest in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.04% more ownership

Funds ownership: 0.4%0.45% (+0.04%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

4% less funds holding

Funds holding: 154148 (-6)

13% less capital invested

Capital invested by funds: $247M → $216M (-$31.7M)

93% less call options, than puts

Call options by funds: $38K | Put options by funds: $553K

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
57
Closed
28
Calls
$38K
Puts
$553K
Net Calls
-$515K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M -$1.4M -226,691 -4%
Goldman Sachs
2
Goldman Sachs
New York
$21.5M -$3.08M -499,493 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.2M +$106K +17,268 +0.5%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$16.7M +$704K +114,412 +4%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$11.7M +$2.53M +411,253 +21%
Bank of America
6
Bank of America
North Carolina
$10.8M -$17.9K -2,905 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.44M -$1.06M -171,409 -8%
BlackRock
8
BlackRock
New York
$9.15M +$126K +20,461 +1%
CGH
9
Crossmark Global Holdings
Texas
$8.7M +$9.73M +1,581,038 +970%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$7.71M +$559K +90,723 +6%
Northern Trust
11
Northern Trust
Illinois
$7.4M +$538K +87,348 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$5.13M +$1.33M +215,424 +26%
QOP
13
Quinn Opportunity Partners
Virginia
$4.85M -$364K -59,122 -6%
RJA
14
Raymond James & Associates
Florida
$4.65M +$923K +149,924 +19%
BIP
15
Brandes Investment Partners
California
$4.19M -$106K -17,278 -2%
RWM
16
Ritholtz Wealth Management
New York
$2.88M -$270K -43,879 -7%
Wells Fargo
17
Wells Fargo
California
$2.58M +$215K +34,947 +7%
TAM
18
Todd Asset Management
Kentucky
$2.37M -$316K -51,258 -10%
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$2.37M +$2.92M +474,871 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.04M +$972K +157,903 +63%
Sanders Capital
21
Sanders Capital
Florida
$1.6M -$12 -2 -0%
American Century Companies
22
American Century Companies
Missouri
$1.57M +$476K +77,247 +32%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.49M +$1.82M +296,407 +15,494%
EI
24
Ethic Inc
New York
$1.23M +$14.8K +2,396 +1%
Optiver Holding
25
Optiver Holding
Netherlands
$1.17M +$1.43M +232,222 New

NWG Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2022, worth a combined $216M — down 13% from $247M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NWG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 60 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.73M. The largest seller was Bank of New York Mellon, cutting an estimated $4.87M.

  • 148 institutional investors held NatWest (NWG) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $216M of NatWest stock for Q3 2022, down 13% quarter-over-quarter.
  • 27 funds opened new NatWest positions in Q3 2022 and 28 closed out, a net change of -1 holder.
  • The largest NatWest buyer in Q3 2022 was Crossmark Global Holdings, an estimated $9.73M added.
  • The largest NatWest seller in Q3 2022 was Bank of New York Mellon, an estimated $4.87M sold.

Based on aggregated 13F filings for Q3 2022.