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276 hedge funds and large institutions have $1.01B invested in NatWest in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 56

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

32% more capital invested

Capital invested by funds: $762M → $1.01B (+$246M)

10% more funds holding

Funds holding: 250276 (+26)

0.2% more ownership

Funds ownership: 1.31%1.51% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less call options, than puts

Call options by funds: $572K | Put options by funds: $735K

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
144
Reduced
56
Closed
22
Calls
$572K
Puts
$735K
Net Calls
-$163K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$121M +$18.2M +2,041,193 +19%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$100M +$9.17M +1,031,057 +11%
LC
3
L1 Capital
Australia
$93.8M +$38.1M +4,284,646 +19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.5M +$520K +58,471 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$60.4M +$2.02M +226,761 +4%
Goldman Sachs
6
Goldman Sachs
New York
$54.8M +$3.42M +384,904 +7%
TAM
7
Todd Asset Management
Kentucky
$38.6M -$818K -91,889 -2%
Bank of America
8
Bank of America
North Carolina
$35.3M +$5.35M +601,840 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.5M -$2.16K -243 -0%
RJA
10
Raymond James & Associates
Florida
$24M +$1.44M +162,068 +7%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$23.8M -$691K -77,700 -3%
Northern Trust
12
Northern Trust
Illinois
$20.9M -$4.38M -492,285 -18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.7M +$4.02M +452,161 +26%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$19.7M +$11.9M +1,337,266 +569%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$18.6M +$6.42M +721,578 +57%
QOP
16
Quinn Opportunity Partners
Virginia
$18.2M +$840K +94,409 +5%
BlackRock
17
BlackRock
New York
$18.2M +$1.59M +178,726 +10%
Wells Fargo
18
Wells Fargo
California
$17.5M +$1.15M +129,027 +7%
CGH
19
Crossmark Global Holdings
Texas
$15.7M +$56.8K +6,387 +0.4%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$13.9M +$1.73M +194,716 +15%
BIP
21
Brandes Investment Partners
California
$11.4M -$658K -73,919 -6%
American Century Companies
22
American Century Companies
Missouri
$11M +$1.34M +150,340 +15%
CCM
23
Causeway Capital Management
California
$10.5M -$7.12M -800,000 -42%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$8.46M +$3.42M +383,982 +74%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$8.38M +$125K +14,019 +2%

NWG Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q3 2024, worth a combined $1.01B — up 32% from $762M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NWG positions and 22 closed out — a net gain of 27 holders — while 144 added to existing stakes and 56 trimmed.

The largest buyer was L1 Capital, adding an estimated $38.1M. The largest seller was Causeway Capital Management, cutting an estimated $7.12M.

  • 276 institutional investors held NatWest (NWG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $1.01B of NatWest stock for Q3 2024, up 32% quarter-over-quarter.
  • 49 funds opened new NatWest positions in Q3 2024 and 22 closed out, a net change of +27 holders.
  • The largest NatWest buyer in Q3 2024 was L1 Capital, an estimated $38.1M added.
  • The largest NatWest seller in Q3 2024 was Causeway Capital Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2024.