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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
FANJ
151
Financial Architects (New Jersey)
New Jersey
$483K -$12.4K -212 -3%
WFI
152
West Family Investments
California
$473K -$76.8K -1,308 -15%
WT
153
Whittier Trust
California
$461K -$15.7K -268 -4%
HSA
154
HBK Sorce Advisory
Pennsylvania
$450K -$5.69K -97 -1%
SBL
155
Sargent Bickham Lagudis
Colorado
$443K +$25.2K +430 +7%
JWBC
156
J.W. Burns & Co
New York
$442K -$20.1K -343 -5%
PIC
157
Portland Investment Counsel
Ontario, Canada
$434K -$6.75K -115 -2%
Pacer Advisors
158
Pacer Advisors
Pennsylvania
$430K -$20.1K -342 -5%
JIC
159
Johnson Investment Counsel
Ohio
$429K +$111K +1,899 +41%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$421K -$23.2K -395 -6%
Voloridge Investment Management
161
Voloridge Investment Management
Florida
$421K +$124K +2,118 +49%
KMWM
162
Keudell/Morrison Wealth Management
Oregon
$408K -$5.99K -102 -2%
BF
163
BOK Financial
Oklahoma
$403K +$31.7K +540 +10%
CAN
164
Cetera Advisor Networks
California
$400K +$93.7K +1,596 +35%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$399K +$71.8K +1,223 +25%
RB
166
Renasant Bank
Mississippi
$398K +$100K +1,712 +39%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$393K -$426K -7,255 -55%
DWT
168
Dorsey & Whitney Trust
South Dakota
$392K -$12.7K -217 -3%
HDIM
169
Hanson & Doremus Investment Management
Vermont
$389K +$12K +204 +4%
SPC
170
Sigma Planning Corp
Michigan
$387K -$22.8K -388 -6%
ATIA
171
American Trust Investment Advisors
New Hampshire
$386K -$1.7K -29 -0.5%
EIC
172
Equity Investment Corp
Georgia
$384K -$66.6K -1,135 -16%
RA
173
RFG Advisory
Alabama
$379K -$21.6K -368 -6%
SWM
174
Spire Wealth Management
Virginia
$379K +$265K +4,511 +341%
Citadel Advisors
175
Citadel Advisors
Florida
$377K -$3.46M -58,877 -91%

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.