We are live on ! Find out more
NGG icon

National Grid

370 hedge funds and large institutions have $1.91B invested in National Grid in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 192 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $21.9M

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

26% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$396M)

9% more funds holding

Funds holding: 340370 (+30)

0.03% more ownership

Funds ownership: 0.79%0.82% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 192

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+30
Holders Change %
+8.82%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
77
Increased
96
Reduced
192
Closed
40
Calls
$48.1M
Puts
$21.9M
Net Calls
+$26.1M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
226
GQG Partners
Florida
$217K +$196K +3,336 New
IWP
227
Icon Wealth Partners
Texas
$211K +$191K +3,250 New
GT
228
Greenleaf Trust
Michigan
$209K -$246K -4,194 -57%
DAC
229
Dividend Assets Capital
South Carolina
$209K -$3.23K -55 -2%
SW
230
SVB Wealth
Massachusetts
$208K -$69.4K -1,182 -27%
ABLA
231
Alan B. Lancz & Associates
Ohio
$207K +$187K +3,188 New
MPPW
232
Mitchell & Pahl Private Wealth
Oklahoma
$206K +$186K +3,162 New
SRC
233
Sage Rhino Capital
California
$205K +$185K +3,152 New
MW
234
Marcum Wealth
Ohio
$201K +$181K +3,088 New
SWA
235
SFMG Wealth Advisors
Texas
$201K +$182K +3,097 New
CWP
236
Concord Wealth Partners
Virginia
$185K +$165K +2,818 +15,656%
LAS
237
Lloyd Advisory Services
Georgia
$171K -$4.4K -75 -3%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$161K +$145K +2,477 New
WTC
239
WhitTier Trust Company
Nevada
$160K -$34.2K -582 -19%
HCP
240
Hexagon Capital Partners
Arkansas
$160K -$2.46K -42 -2%
MRCM
241
M&R Capital Management
New Jersey
$158K -$2.46K -42 -2%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$155K -$4.87K -83 -3%
COCM
243
Charter Oak Capital Management
New Hampshire
$151K -$2.35K -40 -2%
SG Americas Securities
244
SG Americas Securities
New York
$150K -$2.35K -40 -2%
PA
245
Parallel Advisors
California
$149K +$4.17K +71 +3%
AF
246
Advisornet Financial
Minnesota
$147K -$34.9K -595 -21%
HFM
247
Hartford Financial Management
Connecticut
$145K -$8.69K -148 -6%
KFS
248
Kelly Financial Services
Massachusetts
$134K -$2.05K -35 -2%
Bessemer Group
249
Bessemer Group
New Jersey
$133K +$25.4K +432 +27%
FFA
250
Freedman Financial Associates
Massachusetts
$118K -$1.82K -31 -2%

NGG Hedge Fund Activity: Q4 2021 in Review

370 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2021, worth a combined $1.91B — up 26% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NGG positions and 40 closed out — a net gain of 37 holders — while 96 added to existing stakes and 192 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.5M.

  • 370 institutional investors held National Grid (NGG) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $1.91B of National Grid stock for Q4 2021, up 26% quarter-over-quarter.
  • 77 funds opened new National Grid positions in Q4 2021 and 40 closed out, a net change of +37 holders.
  • The largest National Grid buyer in Q4 2021 was Bank of Montreal, an estimated $27.4M added.
  • The largest National Grid seller in Q4 2021 was Renaissance Technologies, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2021.