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National Grid

372 hedge funds and large institutions have $2.13B invested in National Grid in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

749% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $7.47M

46% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 97

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $1.91B → $2.13B (+$222M)

1% more funds holding

Funds holding: 370372 (+2)

0.02% more ownership

Funds ownership: 0.82%0.85% (+0.02%)

Holders
372
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
142
Reduced
97
Closed
44
Calls
$63.4M
Puts
$7.47M
Net Calls
+$55.9M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$250K +$240K +3,621 New
HNWAG
227
High Net Worth Advisory Group
Florida
$247K
IWM
228
IHT Wealth Management
Illinois
$247K +$15.6K +235 +7%
CS
229
Comerica Securities
Michigan
$246K +$9.54K +144 +4%
LWAC
230
Laurel Wealth Advisors (California)
California
$245K
1WA
231
180 Wealth Advisors
Washington
$237K +$6.96K +105 +3%
CGL
232
Clarius Group LLC
Washington
$234K
Toronto Dominion Bank
233
Toronto Dominion Bank
Ontario, Canada
$232K
VDI
234
Vaughan David Investments
Illinois
$231K -$6.56K -99 -3%
IA
235
IFP Advisors
Florida
$229K +$205K +3,091 +208%
Wolverine Trading
236
Wolverine Trading
Illinois
$229K +$220K +3,315 New
SRC
237
Sage Rhino Capital
California
$226K +$7.49K +113 +4%
OAM
238
Oppenheimer Asset Management
New York
$226K +$216K +3,264 New
IWP
239
Icon Wealth Partners
Texas
$225K +$530 +8 +0.2%
GT
240
Greenleaf Trust
Michigan
$225K +$3.45K +52 +2%
DAC
241
Dividend Assets Capital
South Carolina
$222K
TCOV
242
Trust Company of Vermont
Vermont
$221K -$17K -257 -7%
ABLA
243
Alan B. Lancz & Associates
Ohio
$220K
VT
244
Vise Technologies
New York
$217K +$208K +3,136 New
SWA
245
SFMG Wealth Advisors
Texas
$214K
ECM
246
Evergreen Capital Management
Washington
$208K +$199K +3,008 New
LNC
247
Lincoln National Corp
Pennsylvania
$206K +$197K +2,970 New
FIM
248
Freedom Investment Management
Connecticut
$205K +$197K +2,968 New
TD Asset Management
249
TD Asset Management
Ontario, Canada
$204K +$196K +2,957 New
MW
250
Marcum Wealth
Ohio
$203K -$9.61K -145 -5%

NGG Hedge Fund Activity: Q1 2022 in Review

372 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2022, worth a combined $2.13B — up 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NGG positions and 44 closed out — a net gain of 8 holders — while 142 added to existing stakes and 97 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $65.6M. The largest seller was Federated Hermes, cutting an estimated $66.2M.

  • 372 institutional investors held National Grid (NGG) as of Q1 2022, up from 370 in Q4 2021.
  • Funds reported $2.13B of National Grid stock for Q1 2022, up 12% quarter-over-quarter.
  • 52 funds opened new National Grid positions in Q1 2022 and 44 closed out, a net change of +8 holders.
  • The largest National Grid buyer in Q1 2022 was JP Morgan Chase, an estimated $65.6M added.
  • The largest National Grid seller in Q1 2022 was Federated Hermes, an estimated $66.2M sold.

Based on aggregated 13F filings for Q1 2022.