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National Grid

335 hedge funds and large institutions have $1.78B invested in National Grid in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.04% less ownership

Funds ownership: 1.03%0.99% (-0.04%)

0% less funds holding

Funds holding: 336335 (-1)

7% less capital invested

Capital invested by funds: $1.92B → $1.78B (-$139M)

26% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $26.3M

27% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 128

Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
36
Increased
93
Reduced
128
Closed
34
Calls
$19.6M
Puts
$26.3M
Net Calls
-$6.76M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$128K
SG Americas Securities
227
SG Americas Securities
New York
$120K
HFM
228
Hartford Financial Management
Connecticut
$116K
KFS
229
Kelly Financial Services
Massachusetts
$105K +$1.31K +26 +1%
SPIA
230
Steward Partners Investment Advisory
New York
$102K -$8.29K -165 -8%
CAW
231
Cornerstone Advisors (Washington)
Washington
$99K -$7.23K -144 -7%
PA
232
Parallel Advisors
California
$93K -$14.1K -281 -13%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$85K
IA
234
IFP Advisors
Florida
$77K +$3.27K +65 +5%
OSNBOA
235
Old Second National Bank of Aurora
Illinois
$71K
AssetMark Inc
236
AssetMark Inc
California
$66K +$9.19K +183 +17%
HCP
237
Hexagon Capital Partners
Arkansas
$64K +$61.1K +1,216 New
LC
238
Lindbrook Capital
California
$63K -$21.6K -430 -26%
FC
239
FORA Capital
Florida
$61K -$101K -2,005 -63%
FP
240
Financial Perspectives
Minnesota
$58.3K
GRP
241
Global Retirement Partners
California
$51K
FHA
242
First Horizon Advisors
Tennessee
$47K
WT
243
Washington Trust
Rhode Island
$46K
HI
244
Hudock Inc
Pennsylvania
$45K
MA
245
MUFG Americas
New York
$45K
BBL
246
Beck Bode LLC
Massachusetts
$45K +$44.1K +879 New
EP
247
Eudaimonia Partners
Tennessee
$43K -$1.26K -25 -3%
OIA
248
Optimum Investment Advisors
Illinois
$41K
GCM
249
Gables Capital Management
Florida
$38K
TC
250
Truvestments Capital
Florida
$36K -$5.27K -105 -13%