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250 hedge funds and large institutions have $762M invested in NatWest in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 36

259% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 17

156% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $978K

79% more capital invested

Capital invested by funds: $425M → $762M (+$336M)

20% more funds holding

Funds holding: 209250 (+41)

0.59% more ownership

Funds ownership: 0.72%1.31% (+0.59%)

Holders
250
Holders Change
+41
Holders Change %
+19.62%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
61
Increased
136
Reduced
36
Closed
17
Calls
$2.5M
Puts
$978K
Net Calls
+$1.52M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$88.4M +$84.6M +10,901,687 New
Natixis Advisors
2
Natixis Advisors
Massachusetts
$77.7M +$16.6M +2,139,290 +28%
LC
3
L1 Capital
Australia
$71.7M +$178M +22,986,128 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$56.6M +$1.59M +205,439 +3%
Morgan Stanley
5
Morgan Stanley
New York
$50M +$1.36M +175,630 +3%
Goldman Sachs
6
Goldman Sachs
New York
$43.9M +$2.05M +263,906 +5%
TAM
7
Todd Asset Management
Kentucky
$33.9M +$3.54M +456,030 +12%
Bank of America
8
Bank of America
North Carolina
$25.4M +$6.6M +850,055 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.9M +$19.3M +2,481,141 +1,033%
Northern Trust
10
Northern Trust
Illinois
$21.8M +$228K +29,316 +1%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$21.1M +$1.75M +224,900 +9%
RJA
12
Raymond James & Associates
Florida
$19.3M +$5.94M +765,671 +47%
CCM
13
Causeway Capital Management
California
$15.5M +$612K +78,819 +4%
QOP
14
Quinn Opportunity Partners
Virginia
$14.9M -$1.24M -160,000 -8%
BlackRock
15
BlackRock
New York
$14.2M +$1.08M +138,774 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.1M +$4.87M +627,097 +55%
Wells Fargo
17
Wells Fargo
California
$14M +$8.76M +1,128,752 +183%
CGH
18
Crossmark Global Holdings
Texas
$13.4M -$311K -40,058 -2%
BIP
19
Brandes Investment Partners
California
$10.4M -$377K -48,586 -4%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$10.4M +$2.34M +301,799 +30%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.2M +$1.44M +184,873 +17%
American Century Companies
22
American Century Companies
Missouri
$8.2M +$1.07M +138,206 +16%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$7.08M +$975K +125,607 +17%
Millennium Management
24
Millennium Management
New York
$4.3M -$800K -103,097 -16%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$4.17M +$2.79M +359,235 +224%

NWG Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q2 2024, worth a combined $762M — up 79% from $425M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NWG positions and 17 closed out — a net gain of 44 holders — while 136 added to existing stakes and 36 trimmed.

The largest buyer was L1 Capital, opening a new position worth an estimated $178M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $2.56M sold.

  • 250 institutional investors held NatWest (NWG) as of Q2 2024, up from 209 in Q1 2024.
  • Funds reported $762M of NatWest stock for Q2 2024, up 79% quarter-over-quarter.
  • 61 funds opened new NatWest positions in Q2 2024 and 17 closed out, a net change of +44 holders.
  • The largest NatWest buyer in Q2 2024 was L1 Capital, an estimated $178M added.
  • The largest NatWest seller in Q2 2024 was Renaissance Technologies, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2024.