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209 hedge funds and large institutions have $425M invested in NatWest in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $346M → $425M (+$79.4M)

11% more funds holding

Funds holding: 189209 (+20)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $508K

Holders
209
Holders Change
+20
Holders Change %
+10.58%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
111
Reduced
33
Closed
24
Calls
$34K
Puts
$508K
Net Calls
-$474K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
1
Natixis Advisors
Massachusetts
$51.3M +$3.45M +581,869 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.5M +$1.25M +210,012 +3%
Morgan Stanley
3
Morgan Stanley
New York
$41.1M -$31.8M -5,362,122 -47%
Goldman Sachs
4
Goldman Sachs
New York
$35.4M +$5.39M +908,822 +21%
TAM
5
Todd Asset Management
Kentucky
$25.6M +$2.18M +366,877 +11%
Northern Trust
6
Northern Trust
Illinois
$18.3M +$209K +35,197 +1%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M +$2.2M +370,200 +18%
Bank of America
8
Bank of America
North Carolina
$15.7M -$845K -142,437 -6%
QOP
9
Quinn Opportunity Partners
Virginia
$13.7M +$4.52M +761,379 +61%
CCM
10
Causeway Capital Management
California
$12.6M +$1.18M +198,488 +12%
CGH
11
Crossmark Global Holdings
Texas
$11.6M -$274K -46,106 -3%
RJA
12
Raymond James & Associates
Florida
$11.1M +$807K +136,038 +9%
BlackRock
13
BlackRock
New York
$11M +$1.51M +253,779 +19%
BIP
14
Brandes Investment Partners
California
$9.12M +$207K +34,838 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.7M +$1.28M +215,917 +24%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$7.36M +$1.44M +243,371 +29%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$6.75M +$1.95M +328,518 +49%
American Century Companies
18
American Century Companies
Missouri
$6.01M +$489K +82,415 +10%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$5.14M +$169K +28,491 +4%
Millennium Management
20
Millennium Management
New York
$4.34M +$3.69M +622,115 +3,889%
Wells Fargo
21
Wells Fargo
California
$4.19M +$480K +80,932 +15%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.12M +$642K +108,201 +31%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.56M +$1.61M +271,382 +258%
SEI Investments
24
SEI Investments
Pennsylvania
$2.14M +$237K +39,911 +15%
Sanders Capital
25
Sanders Capital
Florida
$2.14M -$7.71K -1,300 -0.4%

NWG Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2024, worth a combined $425M — up 23% from $346M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NWG positions and 24 closed out — a net gain of 22 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $31.8M.

  • 209 institutional investors held NatWest (NWG) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $425M of NatWest stock for Q1 2024, up 23% quarter-over-quarter.
  • 46 funds opened new NatWest positions in Q1 2024 and 24 closed out, a net change of +22 holders.
  • The largest NatWest buyer in Q1 2024 was Goldman Sachs, an estimated $5.39M added.
  • The largest NatWest seller in Q1 2024 was Morgan Stanley, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2024.