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National Grid

315 hedge funds and large institutions have $4.26B invested in National Grid in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $2.7B → $4.26B (+$1.56B)

38% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 97

32% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $24.6M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.05% less ownership

Funds ownership: 0.98%0.93% (-0.05%)

2% less funds holding

Funds holding: 322315 (-7)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
9.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
134
Reduced
97
Closed
27
Calls
$32.4M
Puts
$24.6M
Net Calls
+$7.87M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
26
Janus Henderson Investors US
Colorado
$25.8M
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$24.3M +$5.24M +73,753 +27%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$21.8M +$545K +7,665 +3%
ClearBridge Investments
29
ClearBridge Investments
New York
$20.7M -$5.04M -70,875 -19%
AG
30
Aperio Group
California
$19.8M +$1.56M +21,913 +8%
SB
31
Suntrust Banks
Georgia
$19.1M -$52.4K -737 -0.3%
Ameriprise
32
Ameriprise
Minnesota
$18.7M +$2.46M +34,655 +15%
RFC
33
Russell Frank Company
Washington
$18.5M -$9.12M -128,282 -33%
GG
34
Gofen & Glossberg
Illinois
$18M -$48.6K -684 -0.3%
GC
35
Guggenheim Capital
Illinois
$17.7M -$6.11M -85,942 -25%
Northern Trust
36
Northern Trust
Illinois
$17.2M +$1.55M +21,756 +10%
SOMRS
37
State of Michigan Retirement System
Michigan
$15.3M +$1.21K +17 +0%
PPA
38
Parametric Portfolio Associates
Washington
$15.2M -$206K -2,904 -1%
BUB
39
BBVA USA Bancshares
Texas
$14.5M +$143K +2,012 +1%
MIS
40
Morningstar Investment Services
Illinois
$14.4M +$860K +12,096 +6%
STMM
41
South Texas Money Management
Texas
$13.8M +$5.38M +75,655 +61%
DPIM
42
Duff & Phelps Investment Management
Illinois
$13.6M
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$12.8M
Goldman Sachs
44
Goldman Sachs
New York
$12.1M +$515K +7,251 +4%
GCC
45
Guardian Capital (Canada)
Ontario, Canada
$10.8M -$267K -3,755 -2%
TSW
46
Thompson Siegel & Walmsley
Virginia
$10.3M -$285K -4,004 -3%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$10.3M -$847K -11,920 -7%
CAM
48
Capstone Asset Management
Texas
$10.2M -$924 -13 -0%
AIA
49
Avalon Investment & Advisory
Texas
$10M +$9.77M +137,527 +1,924%
USAA
50
United Services Automobile Association
Texas
$9.86M