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National Grid

336 hedge funds and large institutions have $1.92B invested in National Grid in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.05M

0.11% less ownership

Funds ownership: 1.13%1.03% (-0.11%)

3% less funds holding

Funds holding: 345336 (-9)

6% less capital invested

Capital invested by funds: $2.04B → $1.92B (-$120M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

Holders
336
Holders Change
-9
Holders Change %
-2.61%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
30
Increased
80
Reduced
149
Closed
37
Calls
$11.7M
Puts
$5.05M
Net Calls
+$6.66M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
251
Optimum Investment Advisors
Illinois
$43K
TC
252
Truvestments Capital
Florida
$43K
GCM
253
Gables Capital Management
Florida
$40K
SFS
254
Sowell Financial Services
Arkansas
$39K -$83.2K -1,642 -69%
CHA
255
Carmichael Hill & Associates
Maryland
$38K
LWM
256
Liberty Wealth Management
California
$36K -$659 -13 -2%
PCG
257
Private Capital Group
Connecticut
$35K -$3.34K -66 -9%
CTC
258
Central Trust Company
Missouri
$34K
KTC
259
Kistler-Tiffany Companies
Pennsylvania
$33K
MCM
260
MV Capital Management
Maryland
$32K +$29.9K +590 New
GFPC
261
Global Financial Private Client
Florida
$29.7K -$17.6K -348 -38%
HNB
262
Huntington National Bank
Ohio
$29K -$27K -532 -50%
KPCM
263
Kings Point Capital Management
New York
$28K
NSIM
264
North Star Investment Management
Illinois
$28K
CT
265
Caldwell Trust
Florida
$27.8K
AAP
266
Arax Advisory Partners
Colorado
$27K
HFA
267
HC Financial Advisors
California
$22K
MWP
268
Meridian Wealth Partners
Pennsylvania
$22K
SIAS
269
Shine Investment Advisory Services
Colorado
$22K
GEA
270
Glen Eagle Advisors
New Jersey
$20.8K -$10.5K -207 -35%
FWM
271
Focused Wealth Management
New York
$20K
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4K +$7.19K +142 +65%
MAM
273
Meeder Asset Management
Ohio
$19K
OPS
274
Orion Portfolio Solutions
Nebraska
$19K
WEC
275
Winslow Evans & Crocker
Massachusetts
$19K +$1.67K +33 +11%

NGG Hedge Fund Activity: Q2 2020 in Review

336 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2020, worth a combined $1.92B — down 5.9% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NGG and 30 opened new positions — a net loss of 7 holders — while 149 trimmed existing stakes and 80 added.

The largest buyer was Jane Street, adding an estimated $17.7M. The largest seller was Wellington Management Group, cutting an estimated $35M.

  • 336 institutional investors held National Grid (NGG) as of Q2 2020, down from 345 in Q1 2020.
  • Funds reported $1.92B of National Grid stock for Q2 2020, down 5.9% quarter-over-quarter.
  • 30 funds opened new National Grid positions in Q2 2020 and 37 closed out, a net change of -7 holders.
  • The largest National Grid buyer in Q2 2020 was Jane Street, an estimated $17.7M added.
  • The largest National Grid seller in Q2 2020 was Wellington Management Group, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2020.