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National Grid

345 hedge funds and large institutions have $1.74B invested in National Grid in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

4% more capital invested

Capital invested by funds: $1.66B → $1.74B (+$72.6M)

0.03% less ownership

Funds ownership: 0.89%0.87% (-0.03%)

2% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $10.6M

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

1% less funds holding

Funds holding: 350345 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
345
Holders Change
-5
Holders Change %
-1.43%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
122
Reduced
101
Closed
36
Calls
$10.4M
Puts
$10.6M
Net Calls
-$242K
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
101
Bank of Hawaii
Hawaii
$1.07M -$316K -5,564 -23%
GBT
102
Grove Bank & Trust
Florida
$1.06M +$58K +1,021 +6%
RJT
103
Raymond James Trust
Florida
$1.05M -$25.4K -446 -2%
LOIM
104
Liberty One Investment Management
Illinois
$1.05M +$50.1K +882 +5%
TAM
105
Todd Asset Management
Kentucky
$1.04M -$189K -3,329 -15%
AMG
106
Advisors Management Group
Wisconsin
$1M +$141K +2,488 +16%
WA
107
Wealth Alliance
New York
$982K +$51.1K +899 +5%
GWM
108
GSB Wealth Management
Connecticut
$911K +$338K +5,942 +58%
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$910K +$22.2K +390 +2%
VCA
110
Verdence Capital Advisors
Maryland
$906K +$25K +439 +3%
Creative Planning
111
Creative Planning
Kansas
$878K -$143K -2,508 -14%
Kayne Anderson Rudnick Investment Management
112
Kayne Anderson Rudnick Investment Management
California
$846K -$5.34K -94 -0.6%
AP
113
Advisor Partners
California
$792K -$23.9K -420 -3%
William Blair & Company
114
William Blair & Company
Illinois
$771K -$27.1K -476 -3%
ATC
115
Argent Trust Co
Tennessee
$760K -$11K -194 -1%
FA
116
FDx Advisors
Illinois
$753K -$105K -1,852 -12%
OL
117
Optas LLC
Texas
$739K +$230K +4,053 +45%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$735K +$10.9K +192 +2%
IRC
119
Investors Research Corp
Georgia
$725K
PT
120
Plimoth Trust
Massachusetts
$700K -$175K -3,073 -20%
SCM
121
Southport Capital Management
Tennessee
$696K -$92.4K -1,625 -12%
WA
122
Wambolt & Associates
Colorado
$693K +$124K +2,181 +22%
Cerity Partners
123
Cerity Partners
New York
$687K -$40.1K -705 -5%
IB
124
Intrust Bank
Kansas
$684K +$102K +1,791 +17%
PAG
125
Private Advisor Group
New Jersey
$663K +$54.5K +959 +9%