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293 hedge funds and large institutions have $1.15B invested in NatWest in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $988K | Put options by funds: $282K

93% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 72

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $1.01B → $1.15B (+$139M)

6% more funds holding

Funds holding: 276293 (+17)

0.06% more ownership

Funds ownership: 1.51%1.57% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
293
Holders Change
+17
Holders Change %
+6.16%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
139
Reduced
72
Closed
28
Calls
$988K
Puts
$282K
Net Calls
+$706K
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$130M -$1.48M -149,809 -1%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$113M +$4.04M +408,239 +4%
LC
3
L1 Capital
Australia
$89M -$50.8M -5,137,176 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.5M +$2.14M +216,053 +3%
Morgan Stanley
5
Morgan Stanley
New York
$67.6M +$1.88M +190,433 +3%
Goldman Sachs
6
Goldman Sachs
New York
$61.2M +$1.62M +164,185 +3%
Bank of America
7
Bank of America
North Carolina
$47.9M +$9.35M +944,464 +25%
TAM
8
Todd Asset Management
Kentucky
$42.1M +$106K +10,755 +0.3%
Northern Trust
9
Northern Trust
Illinois
$33M +$10M +1,014,926 +46%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$31.6M +$11.1M +1,120,882 +56%
Raymond James Financial
11
Raymond James Financial
Florida
$27.3M +$26.6M +2,688,238 New
TRSOTSOK
12
Teachers Retirement System of the State of Kentucky
Kentucky
$27.2M +$1.26M +127,680 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27M -$650K -65,719 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.7M -$775K -78,259 -4%
BlackRock
15
BlackRock
New York
$20.5M +$737K +74,511 +4%
QOP
16
Quinn Opportunity Partners
Virginia
$19.8M
Wells Fargo
17
Wells Fargo
California
$19.3M +$280K +28,281 +2%
CGH
18
Crossmark Global Holdings
Texas
$16.7M -$320K -32,373 -2%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$15.9M +$694K +70,150 +5%
American Century Companies
20
American Century Companies
Missouri
$13.9M +$1.94M +196,470 +17%
BIP
21
Brandes Investment Partners
California
$12.1M -$292K -29,500 -2%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$11.2M -$4.62M -466,990 -30%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$11.1M +$1.89M +191,250 +21%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$9.61M +$490K +49,462 +6%
AA
25
ABC Arbitrage
France
$9.58M +$9.32M +941,766 New

NWG Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q4 2024, worth a combined $1.15B — up 14% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NWG positions and 28 closed out — a net gain of 23 holders — while 139 added to existing stakes and 72 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.1M. The largest seller was L1 Capital, cutting an estimated $50.8M.

  • 293 institutional investors held NatWest (NWG) as of Q4 2024, up from 276 in Q3 2024.
  • Funds reported $1.15B of NatWest stock for Q4 2024, up 14% quarter-over-quarter.
  • 51 funds opened new NatWest positions in Q4 2024 and 28 closed out, a net change of +23 holders.
  • The largest NatWest buyer in Q4 2024 was Fidelity Investments, an estimated $11.1M added.
  • The largest NatWest seller in Q4 2024 was L1 Capital, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2024.