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National Grid

350 hedge funds and large institutions have $1.66B invested in National Grid in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $13M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 112

1% more funds holding

Funds holding: 347350 (+3)

0.02% less ownership

Funds ownership: 0.91%0.89% (-0.02%)

1% less capital invested

Capital invested by funds: $1.68B → $1.66B (-$14.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
350
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
47
Increased
114
Reduced
112
Closed
37
Calls
$23.8M
Puts
$13M
Net Calls
+$10.8M
Net Calls Change
+$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
176
Ethic Inc
New York
$327K +$325K +6,237 New
SPC
177
Sigma Planning Corp
Michigan
$320K +$8.35K +160 +3%
RA
178
RFG Advisory
Alabama
$320K +$8.4K +161 +3%
HAG
179
HighPoint Advisor Group
Illinois
$318K +$4.38K +84 +1%
GAMC
180
Garner Asset Management Corp
Texas
$315K -$59.7K -1,144 -16%
SWM
181
Spire Wealth Management
Virginia
$315K +$313K +6,002 New
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$309K +$130K +2,492 +73%
SIC
183
Samalin Investment Counsel
New York
$306K -$31.3K -599 -9%
WAM
184
WNY Asset Management
New York
$304K +$302K +5,796 New
MCCP
185
Mission Creek Capital Partners
California
$301K +$23.4K +449 +8%
BF
186
BOK Financial
Oklahoma
$297K -$11K -210 -4%
BP
187
Ballentine Partners
Massachusetts
$295K -$64.2K -1,230 -18%
MC
188
Moors & Cabot
Massachusetts
$294K -$14.8K -283 -5%
LSAG
189
Lake Street Advisors Group
New Hampshire
$292K
ATIA
190
American Trust Investment Advisors
New Hampshire
$286K
SPIA
191
Steward Partners Investment Advisory
New York
$285K +$223K +4,280 +369%
QP
192
Quilter Plc
United Kingdom
$285K
CS
193
Comerica Securities
Michigan
$282K -$94.7K -1,815 -25%
S
194
SignatureFD
Georgia
$282K -$12.6K -241 -4%
SW
195
SVB Wealth
Massachusetts
$282K +$280K +5,367 New
SWM
196
SeaCrest Wealth Management
New York
$276K -$23.6K -453 -8%
BCI
197
Brinker Capital Investments
Pennsylvania
$275K +$274K +5,254 New
SCM
198
Stonebridge Capital Management
California
$267K -$35.1K -673 -12%
DWT
199
Dorsey & Whitney Trust
South Dakota
$263K -$11.9K -228 -4%
RG
200
Rathbones Group
United Kingdom
$263K