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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
EWM
326
Endurance Wealth Management
Rhode Island
$12K -$176 -3 -2%
RIM
327
Rockbridge Investment Management
New York
$12K -$176 -3 -2%
SFM
328
Signet Financial Management
New Jersey
$12K +$10.9K +186 New
LFA
329
Level Financial Advisors
New York
$12K +$11.2K +191 New
ADL
330
Asset Dedication LLC
California
$11K -$176 -3 -2%
TCWM
331
Total Clarity Wealth Management
Illinois
$11K -$176 -3 -2%
AP
332
Arlington Partners
Alabama
$11K +$9.8K +167 New
GI
333
Gradient Investments
Minnesota
$9K -$479K -8,167 -98%
BWL
334
Bogart Wealth LLC
Virginia
$9K -$117 -2 -1%
AWM
335
Activest Wealth Management
Florida
$8K -$117 -2 -2%
HWM
336
Holloway Wealth Management
Florida
$8K
FAG
337
Fortitude Advisory Group
Washington
$8K +$7.39K +126 New
PWMG
338
Prestige Wealth Management Group
New Jersey
$7K -$6.28K -107 -52%
CFA
339
Carroll Financial Associates
North Carolina
$7K -$117 -2 -2%
HPC
340
HM Payson & Co
Maine
$7K -$117 -2 -2%
BIA
341
Bell Investment Advisors
California
$7K +$5.05K +86 +374%
MIM
342
Macroview Investment Management
Maryland
$6K -$117 -2 -2%
BHWM
343
Beaird Harris Wealth Management
Texas
$6K +$5.69K +97 New
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$5K -$411 -7 -2%
HWM
345
HighMark Wealth Management
Minnesota
$5K -$117 -2 -2%
1832 Asset Management
346
1832 Asset Management
Ontario, Canada
$5K +$4.46K +76 New
RBC
347
Roble Belko & Company
Pennsylvania
$5K +$4.87K +83 New
ACM
348
Absolute Capital Management
Pennsylvania
$4.41K +$3.93K +67 New
MP
349
McDonald Partners
Ohio
$4.41K +$3.93K +67 New
EBA
350
Eagle Bay Advisors
New York
$4K -$29.9K -509 -90%

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.