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NatWest
NWG

162 hedge funds and large institutions have $260M invested in NatWest in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $216M → $260M (+$44.7M)

9% more funds holding

Funds holding: 148 → 162 (+14)

0.01% more ownership

Funds ownership: 0.45% → 0.46% (+0.01%)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

78% less call options, than puts

Call options by funds: $277K | Put options by funds: $1.27M

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
56
Reduced
61
Closed
16
Calls
$277K
Puts
$1.27M
Net Calls
-$994K
Net Calls Change
-$479K

Top Buyers

Rank Fund Capital Flow
1
Natixis Advisors
Natixis Advisors
Massachusetts
+$12.7M
2
TAM
Todd Asset Management
Kentucky
+$7.46M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.3M
5
RJA
Raymond James & Associates
Florida
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.03M
2
Morgan Stanley
Morgan Stanley
New York
-$6.66M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
BlackRock
BlackRock
New York
-$2.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.7M -$6.66M -1,137,767 -18%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$29.1M +$12.7M +2,160,512 +92%
Goldman Sachs
3
Goldman Sachs
New York
$29.1M +$1.18M +201,467 +5%
Bank of America
4
Bank of America
North Carolina
$15.5M +$1.37M +234,497 +11%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.8M -$8.03M -1,370,293 -41%
CGH
6
Crossmark Global Holdings
Texas
$11.8M +$500K +85,402 +5%
TAM
7
Todd Asset Management
Kentucky
$11.3M +$7.46M +1,273,497 +268%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.2M -$1.79M -305,125 -16%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$9.54M -$397K -67,782 -4%
BlackRock
10
BlackRock
New York
$8.64M -$2.91M -496,511 -27%
Northern Trust
11
Northern Trust
Illinois
$8.44M -$1.04M -177,005 -12%
RJA
12
Raymond James & Associates
Florida
$8.26M +$2.04M +347,451 +37%
TRSOTSOK
13
Teachers Retirement System of the State of Kentucky
Kentucky
$7.47M +$4M +682,200 +144%
QOP
14
Quinn Opportunity Partners
Virginia
$6.28M – – –
Citadel Advisors
15
Citadel Advisors
Florida
$4.21M -$2.21M -376,721 -37%
RWM
16
Ritholtz Wealth Management
New York
$3.71M -$10.5K -1,785 -0.3%
Wells Fargo
17
Wells Fargo
California
$3.5M +$150K +25,620 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.04M +$353K +60,197 +15%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$2.87M +$1.34M +229,025 +106%
American Century Companies
20
American Century Companies
Missouri
$2.86M +$747K +127,481 +40%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.53M +$2.3M +392,000 New
Renaissance Technologies
22
Renaissance Technologies
New York
$2.06M +$1.87M +318,991 New
Sanders Capital
23
Sanders Capital
Florida
$2.04M -$28.1K -4,800 -1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.91M -$17.8K -3,035 -1%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M +$983K +167,749 +149%
1
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NWG Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2022, worth a combined $260M — up 21% from $216M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWG positions and 16 closed out — a net gain of 17 holders — while 56 added to existing stakes and 61 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $8.03M.

  • 162 institutional investors held NatWest (NWG) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $260M of NatWest stock for Q4 2022, up 21% quarter-over-quarter.
  • 33 funds opened new NatWest positions in Q4 2022 and 16 closed out, a net change of +17 holders.
  • The largest NatWest buyer in Q4 2022 was Natixis Advisors, an estimated $12.7M added.
  • The largest NatWest seller in Q4 2022 was Arrowstreet Capital, an estimated $8.03M sold.

Based on aggregated 13F filings for Q4 2022.