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NatWest
NWG

175 hedge funds and large institutions have $312M invested in NatWest in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 171 → 175 (+4)

0.03% more ownership

Funds ownership: 0.57% → 0.6% (+0.03%)

1% less capital invested

Capital invested by funds: $314M → $312M (-$2.06M)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
73
Reduced
52
Closed
29
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
+$991K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.08M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$6.99M
3
CCM
Causeway Capital Management
California
+$6.31M
4
Northern Trust
Northern Trust
Illinois
+$4.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$8.08M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$2.08M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.06M
5
HF
HRT Financial
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
1
Natixis Advisors
Massachusetts
$37.8M +$6.99M +1,156,216 +22%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.2M +$9.08M +1,502,424 +32%
Goldman Sachs
3
Goldman Sachs
New York
$34.5M +$2.99M +494,013 +9%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M +$584K +96,614 +2%
TAM
5
Todd Asset Management
Kentucky
$19.7M -$273K -45,239 -1%
Bank of America
6
Bank of America
North Carolina
$15.1M +$460K +76,123 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.1M -$1.71M -283,589 -11%
Northern Trust
8
Northern Trust
Illinois
$12.2M +$4.75M +786,680 +60%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$11.8M +$211K +35,000 +2%
CGH
10
Crossmark Global Holdings
Texas
$10.5M -$57.9K -9,589 -0.5%
RJA
11
Raymond James & Associates
Florida
$9.21M +$242K +40,039 +3%
BlackRock
12
BlackRock
New York
$7.61M +$655K +108,427 +9%
CCM
13
Causeway Capital Management
California
$6.13M +$6.31M +1,044,782 New
QOP
14
Quinn Opportunity Partners
Virginia
$5.61M +$846K +140,000 +17%
BIP
15
Brandes Investment Partners
California
$5.27M +$1.08M +178,858 +25%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$4.44M -$1.6M -264,425 -26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.12M +$1.71M +283,301 +67%
American Century Companies
18
American Century Companies
Missouri
$4.08M +$249K +41,192 +6%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$3.77M +$377K +62,351 +11%
Wells Fargo
20
Wells Fargo
California
$3.51M +$467K +77,291 +15%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.14M +$445K +73,600 +25%
Sanders Capital
22
Sanders Capital
Florida
$1.85M +$24.2K +4,000 +1%
RWM
23
Ritholtz Wealth Management
New York
$1.81M -$866K -143,361 -32%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.69M +$35.9K +5,935 +2%
SCM
25
Seascape Capital Management
New Hampshire
$1.24M +$148K +24,431 +13%
1
2 3 4 5

NWG Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2023, worth a combined $312M — down 0.66% from $314M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NWG positions and 29 closed out — a net gain of 5 holders — while 73 added to existing stakes and 52 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $9.08M. The largest seller was Optiver Holding, exiting entirely with an estimated $8.08M sold.

  • 175 institutional investors held NatWest (NWG) as of Q3 2023, up from 171 in Q2 2023.
  • Funds reported $312M of NatWest stock for Q3 2023, down 0.66% quarter-over-quarter.
  • 34 funds opened new NatWest positions in Q3 2023 and 29 closed out, a net change of +5 holders.
  • The largest NatWest buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $9.08M added.
  • The largest NatWest seller in Q3 2023 was Optiver Holding, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2023.