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National Grid

340 hedge funds and large institutions have $2.16B invested in National Grid in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $30M | Put options by funds: $22.6M

26% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 99

20% more capital invested

Capital invested by funds: $1.79B → $2.16B (+$366M)

3% more funds holding

Funds holding: 329340 (+11)

0.04% more ownership

Funds ownership: 1.24%1.28% (+0.04%)

Holders
340
Holders Change
+11
Holders Change %
+3.34%
% of All Funds
7.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
51
Increased
125
Reduced
99
Closed
38
Calls
$30M
Puts
$22.6M
Net Calls
+$7.43M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
276
Orrstown Financial Services
Pennsylvania
$26K +$25.6K +528 New
FWM
277
Focused Wealth Management
New York
$25K
RIA
278
Realta Investment Advisors
Delaware
$24K +$22.9K +473 New
HNB
279
Huntington National Bank
Ohio
$22K -$2.47K -51 -10%
FCA
280
FinTrust Capital Advisors
South Carolina
$22K +$2.76K +57 +14%
ST
281
Smithfield Trust
Pennsylvania
$21K +$21K +433 New
WEC
282
Winslow Evans & Crocker
Massachusetts
$20K +$18.5K +382 New
SIM
283
Sonora Investment Management
Arizona
$20K +$20K +414 New
AIA
284
Alera Investment Advisors
Illinois
$17K -$871 -18 -5%
BL
285
Balentine LLC
Georgia
$17K
EWM
286
Executive Wealth Management
Michigan
$17K
M
287
MOTCO
Texas
$15K
LFA
288
Legacy Financial Advisors
Kentucky
$15K +$8.23K +170 +121%
CB
289
Community Bank
New York
$13K -$4.99K -103 -28%
POIA
290
Pin Oak Investment Advisors
Texas
$13K
CIA
291
ClearBridge Investments (Australia)
Australia
$12K
FPB
292
First PREMIER Bank
South Dakota
$12K
SWP
293
Strategic Wealth Partners
Ohio
$12K
TJHA
294
Thomas J. Herzfeld Advisors
Florida
$12K +$3.34K +69 +38%
SMFS
295
Squar Milner Financial Services
California
$12K +$7.89K +163 +170%
PWMG
296
Prestige Wealth Management Group
New Jersey
$10K -$726 -15 -7%
AF
297
Allworth Financial
California
$10K
ME
298
McIlrath & Eck
Washington
$10K
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$10K
SQA
300
Simon Quick Advisors
New Jersey
$10K +$10K +207 New