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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$203K +$30.9K +466 +19%
AWM
252
Accurate Wealth Management
Florida
$203K +$195K +2,937 New
AIA
253
Armor Investment Advisors
North Carolina
$203K +$195K +2,937 New
RWM
254
Ritholtz Wealth Management
New York
$200K +$192K +2,893 New
TYCC
255
Texas Yale Capital Corp
Florida
$200K +$192K +2,896 New
LAS
256
Lloyd Advisory Services
Georgia
$186K +$4.84K +73 +3%
QT
257
Quantbot Technologies
New York
$186K +$179K +2,698 New
WTC
258
WhitTier Trust Company
Nevada
$170K
MRCM
259
M&R Capital Management
New Jersey
$168K
COCM
260
Charter Oak Capital Management
New Hampshire
$161K
PA
261
Parallel Advisors
California
$161K +$2.25K +34 +1%
BFEC
262
Benjamin F. Edwards & Company
Missouri
$159K -$5.9K -89 -4%
HCP
263
Hexagon Capital Partners
Arkansas
$156K -$13.3K -200 -8%
AF
264
Advisornet Financial
Minnesota
$156K -$331 -5 -0.2%
HFM
265
Hartford Financial Management
Connecticut
$154K
CWP
266
Concord Wealth Partners
Virginia
$151K -$43K -648 -23%
BONH
267
Bank of New Hampshire
New Hampshire
$149K +$143K +2,156 New
KFS
268
Kelly Financial Services
Massachusetts
$144K +$928 +14 +0.7%
FPS
269
Fieldpoint Private Securities
Connecticut
$138K +$57.9K +873 +77%
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$4.18K +63 +4%
FFA
271
Freedman Financial Associates
Massachusetts
$125K
MA
272
Montag & Associates
Georgia
$106K
OSNBOA
273
Old Second National Bank of Aurora
Illinois
$104K +$8.22K +124 +9%
CB
274
Community Bank
New York
$102K
UB
275
UMB Bank
Missouri
$99K -$3.58K -54 -4%

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.