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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
CIC
176
Carnegie Investment Counsel
Ohio
$464K
JP Morgan Chase
177
JP Morgan Chase
New York
$456K -$1.32M -26,167 -74%
EWF
178
Epstein & White Financial
California
$447K -$43.4K -860 -9%
MCIM
179
Meadow Creek Investment Management
Georgia
$431K
MS
180
Maven Securities
Jersey
$431K +$442K +8,753 New
BCM
181
Bayesian Capital Management
New York
$430K +$439K +8,701 New
T. Rowe Price Associates
182
T. Rowe Price Associates
Maryland
$423K +$17.4K +345 +4%
QT
183
Quantbot Technologies
New York
$400K +$360K +7,134 +729%
GAMC
184
Garner Asset Management Corp
Texas
$388K -$19.7K -390 -5%
AP
185
Advisor Partners
California
$376K +$385K +7,621 New
HDIM
186
Hanson & Doremus Investment Management
Vermont
$365K -$29.8K -591 -7%
CB
187
Commerce Bank
Missouri
$365K -$18.5K -366 -5%
PG
188
PEAK6 Group
Illinois
$364K +$372K +7,375 New
MIS
189
Morningstar Investment Services
Illinois
$358K +$31.3K +620 +9%
SWM
190
Stockman Wealth Management
Montana
$346K +$59.9K +1,187 +20%
BP
191
Ballentine Partners
Massachusetts
$343K +$89.8K +1,779 +34%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$337K +$345K +6,832 New
WTC
193
WhitTier Trust Company
Nevada
$326K +$7.98K +158 +2%
HSA
194
HBK Sorce Advisory
Pennsylvania
$326K +$14.4K +285 +5%
IWP
195
Icon Wealth Partners
Texas
$319K +$1.31K +26 +0.4%
TI
196
Trexquant Investment
Connecticut
$310K -$305K -6,038 -49%
BTNA
197
Bremer Trust National Association
Minnesota
$307K -$11.2K -222 -3%
SWM
198
SVA Wealth Management
Wisconsin
$300K -$187K -3,697 -38%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$291K -$273K -5,407 -48%
FBT
200
First Bankers Trust
Kentucky
$287K -$2.52K -50 -0.9%

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.