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National Grid

336 hedge funds and large institutions have $1.92B invested in National Grid in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.05M

0.11% less ownership

Funds ownership: 1.13%1.03% (-0.11%)

3% less funds holding

Funds holding: 345336 (-9)

6% less capital invested

Capital invested by funds: $2.04B → $1.92B (-$120M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

Holders
336
Holders Change
-9
Holders Change %
-2.61%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
30
Increased
80
Reduced
149
Closed
37
Calls
$11.7M
Puts
$5.05M
Net Calls
+$6.66M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$1.69M -$125K -2,475 -7%
AWM
77
AE Wealth Management
Kansas
$1.69M +$9.02K +178 +0.6%
ADMI
78
Albert D. Mason Inc
Massachusetts
$1.64M -$14.6K -288 -0.9%
VFA
79
Voya Financial Advisors
Connecticut
$1.5M -$51.7K -1,020 -3%
AI
80
Atria Investments
North Carolina
$1.5M +$1.41M +27,913 New
ACM
81
Ategra Capital Management
Virginia
$1.46M +$47K +927 +4%
LCM
82
Logan Capital Management
Pennsylvania
$1.46M +$56.3K +1,111 +4%
TAM
83
Todd Asset Management
Kentucky
$1.45M
Barclays
84
Barclays
United Kingdom
$1.45M -$225K -4,449 -14%
Geode Capital Management
85
Geode Capital Management
Massachusetts
$1.39M -$192K -3,787 -13%
SS
86
Simplicity Solutions
Minnesota
$1.39M +$423K +8,342 +47%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.39M -$52.6K -1,039 -4%
CA
88
Cetera Advisors
Colorado
$1.39M +$136K +2,678 +12%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$1.34M +$197K +3,892 +19%
FAAS
90
First Allied Advisory Services
California
$1.24M +$63.5K +1,253 +6%
AAM
91
Advisors Asset Management
Colorado
$1.23M -$178K -3,511 -13%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$1.18M -$59.9K -1,183 -5%
RJT
93
Raymond James Trust
Florida
$1.17M -$176K -3,480 -14%
FIA
94
FNY Investment Advisers
New York
$1.1M +$1.04M +20,560 New
US Bancorp
95
US Bancorp
Minnesota
$1.04M -$79.9K -1,578 -8%
ATC
96
Argent Trust Co
Tennessee
$1.03M +$5.88K +116 +0.6%
SC
97
Scotia Capital
Ontario, Canada
$1.03M +$11.7K +230 +1%
GBT
98
Grove Bank & Trust
Florida
$1M +$20K +394 +2%
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$973K -$115K -2,266 -11%
LNWWM
100
Laird Norton Wetherby Wealth Management
California
$941K -$147K -2,901 -14%

NGG Hedge Fund Activity: Q2 2020 in Review

336 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2020, worth a combined $1.92B — down 5.9% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NGG and 30 opened new positions — a net loss of 7 holders — while 149 trimmed existing stakes and 80 added.

The largest buyer was Jane Street, adding an estimated $17.7M. The largest seller was Wellington Management Group, cutting an estimated $35M.

  • 336 institutional investors held National Grid (NGG) as of Q2 2020, down from 345 in Q1 2020.
  • Funds reported $1.92B of National Grid stock for Q2 2020, down 5.9% quarter-over-quarter.
  • 30 funds opened new National Grid positions in Q2 2020 and 37 closed out, a net change of -7 holders.
  • The largest National Grid buyer in Q2 2020 was Jane Street, an estimated $17.7M added.
  • The largest National Grid seller in Q2 2020 was Wellington Management Group, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2020.