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National Grid

342 hedge funds and large institutions have $2.07B invested in National Grid in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

1% more funds holding

Funds holding: 338342 (+4)

0% more capital invested

Capital invested by funds: $2.06B → $2.07B (+$9.06M)

0.02% more ownership

Funds ownership: 1.23%1.25% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

43% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $5.49M

Holders
342
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
84
Reduced
140
Closed
36
Calls
$3.14M
Puts
$5.49M
Net Calls
-$2.35M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Community Bank
New York
$26K
CA
277
Crewe Advisors
Utah
$26K
FCMT
278
Founders Capital Management (Texas)
Texas
$26K
NSIM
279
North Star Investment Management
Illinois
$26K
BL
280
Balentine LLC
Georgia
$26K +$17.3K +343 +190%
CF
281
Centaurus Financial
California
$26K +$27K +535 New
CA
282
Centerpoint Advisors
Massachusetts
$24K +$24.5K +485 New
LIA
283
LS Investment Advisors
Michigan
$23K
JA
284
JOYN Advisors
Georgia
$23K +$14.3K +284 +162%
SWA
285
Sutton Wealth Advisors
Florida
$19.8K
HNB
286
Huntington National Bank
Ohio
$19K -$5.71K -113 -23%
BA
287
Ballew Advisors
Mississippi
$17K
RFM
288
Royal Fund Management
Florida
$15K -$2.42K -48 -13%
ML
289
McAdam LLC
Pennsylvania
$13K -$5.45K -108 -29%
MSA
290
Marino Stram & Associates
Massachusetts
$13K
FGAM
291
Financial Gravity Asset Management
Texas
$13K +$3.89K +77 +39%
AF
292
Allworth Financial
California
$10K -$5.55K -110 -35%
ME
293
McIlrath & Eck
Washington
$10K
RWA
294
Ropes Wealth Advisors
Massachusetts
$10K
LFA
295
Legacy Financial Advisors
Kentucky
$10K +$1.51K +30 +18%
MF
296
MHI Funds
New York
$10K +$5.2K +103 +105%
VIA
297
Vantage Investment Advisors
Pennsylvania
$9K -$8.18K -162 -46%
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$101 -2 -1%
FCB
299
First Command Bank
Texas
$9K
FCFS
300
First Command Financial Services
Texas
$9K

NGG Hedge Fund Activity: Q2 2018 in Review

342 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2018, worth a combined $2.07B — up 0.44% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NGG positions and 36 closed out — a net gain of 7 holders — while 84 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $31.4M. The largest seller was W.H. Reaves & Co, exiting entirely with an estimated $15.5M sold.

  • 342 institutional investors held National Grid (NGG) as of Q2 2018, up from 338 in Q1 2018.
  • Funds reported $2.07B of National Grid stock for Q2 2018, up 0.44% quarter-over-quarter.
  • 43 funds opened new National Grid positions in Q2 2018 and 36 closed out, a net change of +7 holders.
  • The largest National Grid buyer in Q2 2018 was Adage Capital Partners, an estimated $31.4M added.
  • The largest National Grid seller in Q2 2018 was W.H. Reaves & Co, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2018.