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National Grid

336 hedge funds and large institutions have $1.92B invested in National Grid in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.05M

0.11% less ownership

Funds ownership: 1.13%1.03% (-0.11%)

3% less funds holding

Funds holding: 345336 (-9)

6% less capital invested

Capital invested by funds: $2.04B → $1.92B (-$120M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

Holders
336
Holders Change
-9
Holders Change %
-2.61%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
30
Increased
80
Reduced
149
Closed
37
Calls
$11.7M
Puts
$5.05M
Net Calls
+$6.66M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$232K -$12.9K -255 -6%
JIC
202
Johnson Investment Counsel
Ohio
$232K
SRIM
203
Saratoga Research & Investment Management
California
$231K -$4.15K -82 -2%
AIA
204
Armor Investment Advisors
North Carolina
$231K
PTP
205
Platform Technology Partners
New York
$230K +$20K +395 +10%
EIP
206
Epoch Investment Partners
New York
$229K -$155K -3,056 -42%
DP
207
Dearborn Partners
Illinois
$228K +$8.77K +173 +4%
EHC
208
Everett Harris & Co
California
$223K
BHWM
209
Bay Harbor Wealth Management
Maryland
$222K -$17.3K -342 -8%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$219K +$19K +376 +10%
GT
211
Glenmede Trust
Pennsylvania
$215K -$88.2K -1,741 -30%
AWM
212
AllSquare Wealth Management
New York
$208K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$202K +$124K +2,445 +186%
AF
214
Advisornet Financial
Minnesota
$200K +$6.74K +133 +4%
Prudential Financial
215
Prudential Financial
New Jersey
$200K +$189K +3,729 New
BP
216
BBR Partners
New York
$200K +$189K +3,732 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$199K -$10.2K -201 -5%
CG
218
Cutler Group
California
$194K +$184K +3,622 New
LAS
219
Lloyd Advisory Services
Georgia
$189K -$15.7K -309 -8%
Simplex Trading
220
Simplex Trading
Illinois
$189K +$179K +3,536 New
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$184K +$52.4K +1,035 +44%
FC
222
FORA Capital
Florida
$172K -$354K -6,996 -69%
MRCM
223
M&R Capital Management
New Jersey
$162K
CAN
224
Cetera Advisor Networks
California
$147K +$139K +2,739 New
APA
225
American Portfolios Advisors
New York
$147K -$20.4K -403 -13%

NGG Hedge Fund Activity: Q2 2020 in Review

336 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2020, worth a combined $1.92B — down 5.9% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NGG and 30 opened new positions — a net loss of 7 holders — while 149 trimmed existing stakes and 80 added.

The largest buyer was Jane Street, adding an estimated $17.7M. The largest seller was Wellington Management Group, cutting an estimated $35M.

  • 336 institutional investors held National Grid (NGG) as of Q2 2020, down from 345 in Q1 2020.
  • Funds reported $1.92B of National Grid stock for Q2 2020, down 5.9% quarter-over-quarter.
  • 30 funds opened new National Grid positions in Q2 2020 and 37 closed out, a net change of -7 holders.
  • The largest National Grid buyer in Q2 2020 was Jane Street, an estimated $17.7M added.
  • The largest National Grid seller in Q2 2020 was Wellington Management Group, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2020.