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NatWest
NWG

Overview Fund Activity

189 hedge funds and large institutions have $346M invested in NatWest in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
71
Reduced
64
Closed
21
Calls
$1.39M
Puts
$3.37M
Net Calls
-$1.98M
Net Calls Change
-$2.26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.27M
3
CCM
3
Causeway Capital Management
California
$9.28M
4
Northern Trust
4
Northern Trust
Illinois
$15M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$39.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.72M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$591K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$174K
5
RWM
5
Ritholtz Wealth Management
New York
$938K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.2M 11,411,758 +6,297,542 +123%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$39.2M 6,957,728 +480,534 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.3M 6,632,743 +418,878 +7%
Goldman Sachs
4
Goldman Sachs
New York
$24.2M 4,297,553 -1,624,197 -27%
TAM
5
Todd Asset Management
Kentucky
$19.1M 3,393,615 +13,735 +0.4%
Northern Trust
6
Northern Trust
Illinois
$15M 2,655,924 +559,654 +27%
Bank of America
7
Bank of America
North Carolina
$13.8M 2,458,374 -133,695 -5%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M 2,028,471 +10,500 +0.5%
CGH
9
Crossmark Global Holdings
Texas
$9.88M 1,754,030 -85,007 -5%
CCM
10
Causeway Capital Management
California
$9.28M 1,647,757 +602,975 +58%
RJA
11
Raymond James & Associates
Florida
$8.45M 1,500,475 -79,811 -5%
BlackRock
12
BlackRock
New York
$7.72M 1,370,832 +65,012 +5%
BIP
13
Brandes Investment Partners
California
$7.36M 1,306,605 +401,868 +44%
QOP
14
Quinn Opportunity Partners
Virginia
$7.05M 1,251,815 +290,000 +30%
Citadel Advisors
15
Citadel Advisors
Florida
$5.27M 935,614 +896,358 +2,283%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.16M 916,311 +209,792 +30%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$4.72M 838,507 -1,402,434 -63%
American Century Companies
18
American Century Companies
Missouri
$4.51M 800,720 +100,698 +14%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$4.09M 727,035 +80,896 +13%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$3.74M 664,846 -97,117 -13%
Wells Fargo
21
Wells Fargo
California
$3.01M 534,830 -66,948 -11%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.05M 364,439 +364,439 New
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1.98M 350,943 +350,943 New
Sanders Capital
24
Sanders Capital
Florida
$1.78M 316,105 -400 -0.1%
SEI Investments
25
SEI Investments
Pennsylvania
$1.55M 275,100 +79,956 +41%
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