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NatWest
NWG

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.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $312M → $346M (+$34M)

8% more funds holding

Funds holding: 175 → 189 (+14)

0.1% more ownership

Funds ownership: 0.6% → 0.7% (+0.1%)

59% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.37M

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.76%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
CCM
Causeway Capital Management
California
+$3.2M
4
Northern Trust
Northern Trust
Illinois
+$2.97M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.45M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.39M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.37M
5
RWM
Ritholtz Wealth Management
New York
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$64.2M +$33.4M +6,297,542 +123%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$39.2M +$2.55M +480,534 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.3M +$2.22M +418,878 +7%
Goldman Sachs
4
Goldman Sachs
New York
$24.2M -$8.62M -1,624,197 -27%
TAM
5
Todd Asset Management
Kentucky
$19.1M +$72.9K +13,735 +0.4%
Northern Trust
6
Northern Trust
Illinois
$15M +$2.97M +559,654 +27%
Bank of America
7
Bank of America
North Carolina
$13.8M -$710K -133,695 -5%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M +$55.8K +10,500 +0.5%
CGH
9
Crossmark Global Holdings
Texas
$9.88M -$451K -85,007 -5%
CCM
10
Causeway Capital Management
California
$9.28M +$3.2M +602,975 +58%
RJA
11
Raymond James & Associates
Florida
$8.45M -$424K -79,811 -5%
BlackRock
12
BlackRock
New York
$7.72M +$345K +65,012 +5%
BIP
13
Brandes Investment Partners
California
$7.36M +$2.13M +401,868 +44%
QOP
14
Quinn Opportunity Partners
Virginia
$7.05M +$1.54M +290,000 +30%
Citadel Advisors
15
Citadel Advisors
Florida
$5.27M +$4.76M +896,358 +2,283%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.16M +$1.11M +209,792 +30%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$4.72M -$7.45M -1,402,434 -63%
American Century Companies
18
American Century Companies
Missouri
$4.51M +$535K +100,698 +14%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$4.09M +$430K +80,896 +13%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$3.74M -$516K -97,117 -13%
Wells Fargo
21
Wells Fargo
California
$3.01M -$356K -66,948 -11%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.05M +$1.94M +364,439 New
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1.98M +$1.86M +350,943 New
Sanders Capital
24
Sanders Capital
Florida
$1.78M -$2.12K -400 -0.1%
SEI Investments
25
SEI Investments
Pennsylvania
$1.55M +$425K +79,956 +41%
1
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NWG Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2023, worth a combined $346M — up 11% from $312M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWG positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Goldman Sachs, cutting an estimated $8.62M.

  • 189 institutional investors held NatWest (NWG) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $346M of NatWest stock for Q4 2023, up 11% quarter-over-quarter.
  • 40 funds opened new NatWest positions in Q4 2023 and 21 closed out, a net change of +19 holders.
  • The largest NatWest buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest NatWest seller in Q4 2023 was Goldman Sachs, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.