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National Grid

347 hedge funds and large institutions have $1.68B invested in National Grid in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $7.6M | Put options by funds: $4.8M

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

4% more funds holding

Funds holding: 335347 (+12)

0.08% less ownership

Funds ownership: 0.99%0.91% (-0.08%)

6% less capital invested

Capital invested by funds: $1.78B → $1.68B (-$104M)

30% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 127

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
55
Increased
89
Reduced
127
Closed
36
Calls
$7.6M
Puts
$4.8M
Net Calls
+$2.79M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
201
Armor Investment Advisors
North Carolina
$225K
IWM
202
IHT Wealth Management
Illinois
$223K -$40.9K -772 -15%
SRIM
203
Saratoga Research & Investment Management
California
$223K
DP
204
Dearborn Partners
Illinois
$217K -$4.77K -90 -2%
QCG
205
Quadrant Capital Group
Ohio
$216K -$7.9K -149 -3%
VPIM
206
Vanguard Personalized Indexing Management
California
$213K +$217K +4,089 New
EHC
207
Everett Harris & Co
California
$211K -$5.46K -103 -2%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$210K +$213K +4,016 New
PTP
209
Platform Technology Partners
New York
$209K -$16.9K -319 -7%
AWM
210
AllSquare Wealth Management
New York
$202K
BP
211
BBR Partners
New York
$202K +$205K +3,863 New
APA
212
American Portfolios Advisors
New York
$201K -$11.5K -217 -5%
WTC
213
WhitTier Trust Company
Nevada
$189K -$9.23K -174 -5%
AF
214
Advisornet Financial
Minnesota
$182K -$8.91K -168 -5%
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$178K -$16.2K -306 -8%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$178K +$25.5K +480 +16%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$173K -$40.7K -767 -19%
DAC
218
Dividend Assets Capital
South Carolina
$171K +$173K +3,270 New
MRCM
219
M&R Capital Management
New Jersey
$156K
LAS
220
Lloyd Advisory Services
Georgia
$151K -$11.3K -213 -7%
CG
221
Cutler Group
California
$129K +$120K +2,262 +1,001%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$128K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$125K -$31.7K -597 -20%
SG Americas Securities
224
SG Americas Securities
New York
$122K
COCM
225
Charter Oak Capital Management
New Hampshire
$122K +$124K +2,343 New