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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
WT
101
Wilmington Trust
Delaware
$2.05M +$72.4K +1,124 +4%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.95M +$183K +2,834 +11%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$1.95M +$1.89M +29,381 New
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$1.81M -$184K -2,855 -9%
LGC
105
Laurel Grove Capital
California
$1.81M -$73.4K -1,140 -4%
Citigroup
106
Citigroup
New York
$1.8M -$645K -10,009 -27%
AWCI
107
Alpine Woods Capital Investors
New York
$1.79M – – –
PMG
108
ProVise Management Group
Florida
$1.79M – – –
Kayne Anderson Rudnick Investment Management
109
Kayne Anderson Rudnick Investment Management
California
$1.76M +$325K +5,043 +23%
PA
110
Profund Advisors
Maryland
$1.76M -$91.8K -1,426 -5%
KT
111
Kanaly Trust
Texas
$1.75M -$2.58K -40 -0.2%
NAM
112
NTV Asset Management
West Virginia
$1.67M -$20K -311 -1%
SAG
113
Sterne Agee Group
Alabama
$1.67M +$1.62M +25,116 New
PAG
114
Private Advisor Group
New Jersey
$1.57M +$699K +10,854 +85%
STC
115
SEI Trust Company
Pennsylvania
$1.5M -$59.3K -920 -4%
AssetMark Inc
116
AssetMark Inc
California
$1.49M -$59.1K -918 -4%
BlackRock
117
BlackRock
New York
$1.46M +$197K +3,058 +16%
LD
118
Lipe & Dalton
New York
$1.46M +$20.4K +317 +2%
SCM
119
Stevens Capital Management
Pennsylvania
$1.43M +$1.39M +21,594 New
HCM
120
Harvey Capital Management
Florida
$1.43M -$334K -5,183 -19%
PTC
121
Private Trust Company
Ohio
$1.42M – – –
ARTA
122
A.R.T. Advisors
New York
$1.39M +$1.35M +20,983 New
RJT
123
Raymond James Trust
Florida
$1.38M +$127K +1,970 +10%
Stifel Financial
124
Stifel Financial
Missouri
$1.38M +$1.34M +20,731 New
FMT
125
First Mercantile Trust
Tennessee
$1.35M -$46.7K -725 -3%
3 4
5
6 7

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.