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National Grid

277 hedge funds and large institutions have $2.28B invested in National Grid in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $45.8M | Put options by funds: $8.36M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

1% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 106

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$8.58M)

0.08% less ownership

Funds ownership: 1.13%1.05% (-0.08%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 281277 (-4)

Holders
277
Holders Change
-4
Holders Change %
-1.42%
% of All Funds
8.98%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
20
Increased
107
Reduced
106
Closed
21
Calls
$45.8M
Puts
$8.36M
Net Calls
+$37.4M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
201
Forester Capital Management
Illinois
$308K -$52K -922 -15%
PJSIMP
202
P.J. Schmidt Investment Management (PJS)
Wisconsin
$306K +$38.3K +679 +14%
G
203
GlobalBridge
Minnesota
$304K -$10.9K -193 -3%
ICAS
204
Investors Capital Advisory Services
Massachusetts
$288K -$38K -674 -12%
FBT
205
Founders Bank & Trust
Michigan
$286K +$56.5K +1,001 +25%
GLRA
206
Gerald L. Ray & Associates
Texas
$284K
OC
207
Oppenheimer & Co
New York
$274K +$14.6K +259 +6%
MFS
208
MSI Financial Services
Massachusetts
$260K -$6.43K -114 -2%
WB
209
WesBanco Bank
West Virginia
$252K -$8.18K -145 -3%
FBT
210
First Bankers Trust
Kentucky
$251K
I
211
IberiaBank
Louisiana
$242K -$29K -514 -11%
State Street
212
State Street
Massachusetts
$240K +$56 +1 +0%
Creative Planning
213
Creative Planning
Kansas
$238K +$12.7K +225 +6%
HFM
214
Hartford Financial Management
Connecticut
$237K
BCB
215
Brian C. Broderick
$229K -$218K -3,871 -49%
SAG
216
Sterne Agee Group
Alabama
$226K +$224K +3,966 New
RBC
217
Ronald Blue & Co
Georgia
$218K +$216K +3,833 New
PCM
218
Parsons Capital Management
Rhode Island
$211K +$208K +3,690 New
FIM
219
Freedom Investment Management
Connecticut
$210K +$208K +3,688 New
KFC
220
Klingenstein Fields & Co
New York
$201K +$199K +3,524 New
FANJ
221
Financial Architects (New Jersey)
New Jersey
$191K +$41.2K +731 +28%
FWM
222
Focused Wealth Management
New York
$169K +$167K +2,968 New
AWMS
223
Advocacy Wealth Management Services
Georgia
$163K +$20.5K +363 +15%
M&T Bank
224
M&T Bank
New York
$161K -$11.1K -196 -6%
EWM
225
Evercore Wealth Management
New York
$157K +$4.91K +87 +3%