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National Grid

342 hedge funds and large institutions have $2.07B invested in National Grid in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

1% more funds holding

Funds holding: 338342 (+4)

0% more capital invested

Capital invested by funds: $2.06B → $2.07B (+$9.06M)

0.02% more ownership

Funds ownership: 1.23%1.25% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

43% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $5.49M

Holders
342
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
84
Reduced
140
Closed
36
Calls
$3.14M
Puts
$5.49M
Net Calls
-$2.35M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
151
J.W. Burns & Co
New York
$672K +$70.7K +1,399 +11%
LMGAM
152
Liberty Mutual Group Asset Management
Massachusetts
$670K +$685K +13,569 New
CWM
153
Cornerstone Wealth Management
Missouri
$664K +$2.13M +42,121 New
PA
154
Profund Advisors
Maryland
$650K -$36.6K -724 -5%
UCFA
155
United Capital Financial Advisors
Texas
$647K +$67.1K +1,328 +11%
TRCT
156
Tower Research Capital (TRC)
New York
$637K +$651K +12,895 New
KWA
157
KCS Wealth Advisory
California
$629K +$65.3K +1,293 +11%
FBC
158
Fairfield, Bush & Co
Connecticut
$596K -$90.2K -1,787 -13%
NA
159
Neuburgh Advisers
California
$592K
SSA
160
Schonfeld Strategic Advisors
New York
$587K +$600K +11,873 New
EHC
161
Everett Harris & Co
California
$586K -$170K -3,368 -22%
SCM
162
Stonebridge Capital Management
California
$579K -$1.16K -23 -0.2%
FMT
163
First Mercantile Trust
Tennessee
$572K -$263K -5,213 -31%
FANJ
164
Financial Architects (New Jersey)
New Jersey
$566K +$80.3K +1,590 +16%
ANI
165
American National Insurance
Texas
$525K
CII
166
Capital International Inc
California
$508K -$126K -2,488 -19%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$505K +$516K +10,222 New
RCYC
168
Richard C. Young & Co
Rhode Island
$498K -$38.8K -769 -7%
SPC
169
Sigma Planning Corp
Michigan
$493K -$69.7K -1,380 -12%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$488K -$475K -9,411 -49%
CS
171
Comerica Securities
Michigan
$488K +$18.7K +371 +4%
TCOV
172
Trust Company of Vermont
Vermont
$484K -$15.6K -308 -3%
HAG
173
HighPoint Advisor Group
Illinois
$482K -$9.54K -189 -2%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$481K +$27.8K +550 +6%
PFS
175
Prospera Financial Services
Texas
$470K +$28.5K +565 +6%

NGG Hedge Fund Activity: Q2 2018 in Review

342 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2018, worth a combined $2.07B — up 0.44% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NGG positions and 36 closed out — a net gain of 7 holders — while 84 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $31.4M. The largest seller was W.H. Reaves & Co, exiting entirely with an estimated $15.5M sold.

  • 342 institutional investors held National Grid (NGG) as of Q2 2018, up from 338 in Q1 2018.
  • Funds reported $2.07B of National Grid stock for Q2 2018, up 0.44% quarter-over-quarter.
  • 43 funds opened new National Grid positions in Q2 2018 and 36 closed out, a net change of +7 holders.
  • The largest National Grid buyer in Q2 2018 was Adage Capital Partners, an estimated $31.4M added.
  • The largest National Grid seller in Q2 2018 was W.H. Reaves & Co, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2018.