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National Grid

370 hedge funds and large institutions have $1.91B invested in National Grid in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 192 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $21.9M

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

26% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$396M)

9% more funds holding

Funds holding: 340370 (+30)

0.03% more ownership

Funds ownership: 0.79%0.82% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 192

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+30
Holders Change %
+8.82%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
77
Increased
96
Reduced
192
Closed
40
Calls
$48.1M
Puts
$21.9M
Net Calls
+$26.1M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$1.11M -$49.8K -849 -5%
JC
102
JB Capital
Connecticut
$1.11M -$2.46K -42 -0.2%
WA
103
Wealth Alliance
New York
$1.1M -$19.1K -325 -2%
SCM
104
Southport Capital Management
Tennessee
$1.08M +$362K +6,164 +59%
VCA
105
Verdence Capital Advisors
Maryland
$1.06M +$19.6K +334 +2%
RB
106
Rodgers Brothers
Pennsylvania
$1.04M -$146K -2,480 -13%
TAM
107
Todd Asset Management
Kentucky
$1.03M -$16K -273 -2%
PAG
108
Private Advisor Group
New Jersey
$1.02M -$150K -2,561 -14%
GWM
109
GSB Wealth Management
Connecticut
$1.01M -$15.7K -267 -2%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$993K -$7.75K -132 -0.9%
WA
111
Wambolt & Associates
Colorado
$987K +$79K +1,346 +10%
AIM
112
Aigen Investment Management
New York
$983K +$944K +16,088 New
FTDI
113
First Trust Direct Indexing
Massachusetts
$916K -$9.15K -156 -1%
AP
114
Advisor Partners
California
$910K -$24.2K -412 -3%
OL
115
Optas LLC
Texas
$870K -$3.17K -54 -0.4%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$866K +$379K +6,455 +94%
FCM
117
Fourpath Capital Management
Oklahoma
$840K +$757K +12,905 New
IRC
118
Investors Research Corp
Georgia
$820K -$12.7K -217 -2%
YCM
119
Yousif Capital Management
Michigan
$815K +$735K +12,522 New
BCI
120
Brinker Capital Investments
Pennsylvania
$806K +$110K +1,879 +18%
HH
121
Hilltop Holdings
Texas
$799K +$34.1K +581 +5%
AT
122
Arden Trust
Delaware
$785K +$114K +1,944 +19%
IB
123
Intrust Bank
Kansas
$782K -$14.8K -253 -2%
Cerity Partners
124
Cerity Partners
New York
$780K +$168K +2,869 +32%
PT
125
Plimoth Trust
Massachusetts
$775K -$21.6K -368 -3%

NGG Hedge Fund Activity: Q4 2021 in Review

370 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2021, worth a combined $1.91B — up 26% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NGG positions and 40 closed out — a net gain of 37 holders — while 96 added to existing stakes and 192 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.5M.

  • 370 institutional investors held National Grid (NGG) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $1.91B of National Grid stock for Q4 2021, up 26% quarter-over-quarter.
  • 77 funds opened new National Grid positions in Q4 2021 and 40 closed out, a net change of +37 holders.
  • The largest National Grid buyer in Q4 2021 was Bank of Montreal, an estimated $27.4M added.
  • The largest National Grid seller in Q4 2021 was Renaissance Technologies, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2021.