We are live on ! Find out more
NGG icon

National Grid

350 hedge funds and large institutions have $1.66B invested in National Grid in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $13M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1% more funds holding

Funds holding: 347350 (+3)

0.02% less ownership

Funds ownership: 0.91%0.89% (-0.02%)

1% less capital invested

Capital invested by funds: $1.68B → $1.66B (-$14.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
47
Increased
114
Reduced
112
Closed
37
Calls
$23.8M
Puts
$13M
Net Calls
+$10.8M
Net Calls Change
+$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
301
Heritage Wealth Management (Arizona)
Arizona
$15K +$14.8K +283 New
POIA
302
Pin Oak Investment Advisors
Texas
$14K
SCA
303
Stonebridge Capital Advisors
Minnesota
$13K +$13.2K +253 New
RIA
304
RPG Investment Advisory
California
$12K
NFSG
305
Newbridge Financial Services Group
Florida
$12K +$12.2K +234 New
ME
306
McIlrath & Eck
Washington
$11K -$626 -12 -6%
CB
307
Community Bank
New York
$11K
PWMG
308
Prestige Wealth Management Group
New Jersey
$11K
ST
309
Smithfield Trust
Pennsylvania
$11K
TF
310
TimeScale Financial
Massachusetts
$11K +$104 +2 +0.9%
DAM
311
Delta Asset Management
Tennessee
$10K
RIM
312
Rockbridge Investment Management
New York
$10K
PK
313
Pflug Koory
Nebraska
$10K +$5.32K +102 +128%
ADL
314
Asset Dedication LLC
California
$9K
EWM
315
Endurance Wealth Management
Rhode Island
$9K
VFA
316
Valeo Financial Advisors
Indiana
$8K +$6K +115 +311%
APWM
317
Atlas Private Wealth Management
New York
$8K +$8.24K +158 New
Deutsche Bank
318
Deutsche Bank
Germany
$7K
MWP
319
Meridian Wealth Partners
Pennsylvania
$6K -$16.3K -312 -74%
MAM
320
Meeder Asset Management
Ohio
$6K
AWM
321
Activest Wealth Management
Florida
$6K +$6K +115 New
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$2.09K -40 -31%
SIM
323
Sonora Investment Management
Arizona
$5K -$1.36K -26 -23%
ADIM
324
Alpha DNA Investment Management
Maryland
$5K
CFA
325
Carroll Financial Associates
North Carolina
$5K