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National Grid
NGG

301 hedge funds and large institutions have $2.47B invested in National Grid in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $5.57M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

3% more funds holding

Funds holding: 291 → 301 (+10)

3% more capital invested

Capital invested by funds: $2.4B → $2.47B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.02% less ownership

Funds ownership: 1% → 0.98% (-0.02%)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
301
Holders Change
+10
Holders Change %
+3.44%
% of All Funds
8.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
36
Increased
96
Reduced
113
Closed
24
Calls
$69.1M
Puts
$5.57M
Net Calls
+$63.6M
Net Calls Change
+$21M

Top Buyers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
+$22.3M
2
First Trust Advisors
First Trust Advisors
Illinois
+$18.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.1M
4
AG
Aperio Group
California
+$14.1M
5
BUB
BBVA USA Bancshares
Texas
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
EIP
Energy Income Partners
Connecticut
-$19.3M
2
MHI
Miller Howard Investments
New York
-$17.5M
3
Jane Street
Jane Street
New York
-$15.9M
4
ACA
Anchor Capital Advisors
Massachusetts
-$13.2M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$28.3M -$339K -5,258 -1%
ACM
27
Aviance Capital Management
Florida
$27M +$22.3M +346,677 +569%
JHIU
28
Janus Henderson Investors US
Colorado
$24.7M -$128K -1,983 -0.5%
CGT
29
Capital Guardian Trust
California
$24.6M +$331K +5,135 +1%
GC
30
Guggenheim Capital
Illinois
$24.5M +$7.41M +115,023 +45%
First Trust Advisors
31
First Trust Advisors
Illinois
$19.9M +$18.8M +292,560 +3,551%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$19.9M +$79.7K +1,237 +0.4%
SB
33
Suntrust Banks
Georgia
$18M +$381K +5,916 +2%
GG
34
Gofen & Glossberg
Illinois
$17.9M -$246K -3,819 -1%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$17.7M -$12.9M -199,777 -43%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$17.6M +$17.1M +265,638 New
BC
37
Brookfield Corp
Ontario, Canada
$17.5M – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$14.7M -$2.36M -36,607 -14%
SOMRS
39
State of Michigan Retirement System
Michigan
$14.6M – – –
AG
40
Aperio Group
California
$14.6M +$14.1M +219,608 New
Northern Trust
41
Northern Trust
Illinois
$14.1M +$1.61M +25,037 +13%
PPA
42
Parametric Portfolio Associates
Washington
$13.8M +$744K +11,558 +6%
BUB
43
BBVA USA Bancshares
Texas
$13.4M +$13.1M +202,710 New
DPIM
44
Duff & Phelps Investment Management
Illinois
$13M – – –
Ameriprise
45
Ameriprise
Minnesota
$12.6M +$1.16M +17,982 +10%
MIS
46
Morningstar Investment Services
Illinois
$12.3M +$805K +12,505 +7%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$12.3M +$40.1K +622 +0.3%
GCC
48
Guardian Capital (Canada)
Ontario, Canada
$11.3M +$266K +4,134 +2%
CAM
49
Capstone Asset Management
Texas
$10M +$977K +15,162 +11%
FWIA
50
Fort Washington Investment Advisors
Ohio
$9.71M – – –
1
2
3 4 5

NGG Hedge Fund Activity: Q1 2014 in Review

301 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2014, worth a combined $2.47B — up 2.6% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NGG positions and 24 closed out — a net gain of 12 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $22.3M. The largest seller was Energy Income Partners, cutting an estimated $19.3M.

  • 301 institutional investors held National Grid (NGG) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.47B of National Grid stock for Q1 2014, up 2.6% quarter-over-quarter.
  • 36 funds opened new National Grid positions in Q1 2014 and 24 closed out, a net change of +12 holders.
  • The largest National Grid buyer in Q1 2014 was Aviance Capital Management, an estimated $22.3M added.
  • The largest National Grid seller in Q1 2014 was Energy Income Partners, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2014.