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National Grid

370 hedge funds and large institutions have $1.91B invested in National Grid in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 192 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $21.9M

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

26% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$396M)

9% more funds holding

Funds holding: 340370 (+30)

0.03% more ownership

Funds ownership: 0.79%0.82% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 192

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+30
Holders Change %
+8.82%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
77
Increased
96
Reduced
192
Closed
40
Calls
$48.1M
Puts
$21.9M
Net Calls
+$26.1M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
301
HC Financial Advisors
California
$26K -$411 -7 -2%
CA
302
Clearstead Advisors
Ohio
$25K -$411 -7 -2%
PCG
303
Private Capital Group
Connecticut
$25K +$117 +2 +0.5%
AssetMark Inc
304
AssetMark Inc
California
$24K +$2.46K +42 +13%
OIA
305
Optimum Investment Advisors
Illinois
$23K -$352 -6 -2%
FWM
306
Focused Wealth Management
New York
$22K -$352 -6 -2%
HCM
307
Highlander Capital Management
New Jersey
$22K -$352 -6 -2%
CFGS
308
Concourse Financial Group Securities
Alabama
$21K -$352 -6 -2%
CNBTD
309
Citizens National Bank Trust Department
Mississippi
$21K +$19.1K +325 New
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$20K -$352 -6 -2%
CH
311
Canton Hathaway
Rhode Island
$20K +$18K +306 New
CBT
312
CoreFirst Bank & Trust
Kansas
$19K -$293 -5 -2%
JWA
313
JFS Wealth Advisors
Pennsylvania
$19K +$16.8K +286 New
SWM
314
Sugarloaf Wealth Management
Georgia
$17K -$293 -5 -2%
BA
315
Bellwether Advisors
Nebraska
$17K -$235 -4 -1%
RA
316
Rise Advisors
New York
$16.8K +$15.2K +259 New
POIA
317
Pin Oak Investment Advisors
Texas
$16K -$293 -5 -2%
TF
318
TimeScale Financial
Massachusetts
$14K -$176 -3 -1%
TRCT
319
Tower Research Capital (TRC)
New York
$14K +$2.99K +51 +31%
AA
320
Addison Advisors
Vermont
$14K +$12.4K +211 New
CA
321
CoreCap Advisors
Michigan
$14K +$13K +221 New
ME
322
McIlrath & Eck
Washington
$13K -$235 -4 -2%
ST
323
Smithfield Trust
Pennsylvania
$13K -$235 -4 -2%
MAM
324
Meeder Asset Management
Ohio
$13K +$5.75K +98 +90%
DAM
325
Delta Asset Management
Tennessee
$12K -$176 -3 -2%

NGG Hedge Fund Activity: Q4 2021 in Review

370 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2021, worth a combined $1.91B — up 26% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NGG positions and 40 closed out — a net gain of 37 holders — while 96 added to existing stakes and 192 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.5M.

  • 370 institutional investors held National Grid (NGG) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $1.91B of National Grid stock for Q4 2021, up 26% quarter-over-quarter.
  • 77 funds opened new National Grid positions in Q4 2021 and 40 closed out, a net change of +37 holders.
  • The largest National Grid buyer in Q4 2021 was Bank of Montreal, an estimated $27.4M added.
  • The largest National Grid seller in Q4 2021 was Renaissance Technologies, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2021.