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National Grid

345 hedge funds and large institutions have $1.74B invested in National Grid in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

4% more capital invested

Capital invested by funds: $1.66B → $1.74B (+$72.6M)

0.03% less ownership

Funds ownership: 0.89%0.87% (-0.03%)

2% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $10.6M

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

1% less funds holding

Funds holding: 350345 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
345
Holders Change
-5
Holders Change %
-1.43%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
122
Reduced
101
Closed
36
Calls
$10.4M
Puts
$10.6M
Net Calls
-$242K
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$251K
SW
202
SVB Wealth
Massachusetts
$247K -$55.9K -984 -18%
QCG
203
Quadrant Capital Group
Ohio
$247K -$11K -193 -4%
TD Asset Management
204
TD Asset Management
Ontario, Canada
$241K +$455 +8 +0.2%
DP
205
Dearborn Partners
Illinois
$235K
SRIM
206
Saratoga Research & Investment Management
California
$232K -$4.78K -84 -2%
EI
207
Ethic Inc
New York
$229K -$124K -2,189 -35%
EHC
208
Everett Harris & Co
California
$228K
PTP
209
Platform Technology Partners
New York
$228K +$229K +4,023 New
FMT
210
First Mercantile Trust
Tennessee
$227K -$9.27K -163 -4%
AIA
211
Armor Investment Advisors
North Carolina
$226K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$225K -$16.3K -286 -7%
BP
213
BBR Partners
New York
$223K
Fisher Asset Management
214
Fisher Asset Management
Washington
$219K -$3.64K -64 -2%
AWM
215
AllSquare Wealth Management
New York
$219K
LF
216
Lantz Financial
Illinois
$217K +$218K +3,843 New
MFA
217
Mayflower Financial Advisors
Massachusetts
$214K +$215K +3,777 New
AF
218
Advisornet Financial
Minnesota
$210K
VDI
219
Vaughan David Investments
Illinois
$207K -$65.5K -1,152 -24%
MAFM
220
Mid Atlantic Financial Management
Pennsylvania
$202K +$203K +3,579 New
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$193K
DAC
222
Dividend Assets Capital
South Carolina
$185K
WTC
223
WhitTier Trust Company
Nevada
$172K
APA
224
American Portfolios Advisors
New York
$163K +$15.1K +266 +10%
MRCM
225
M&R Capital Management
New Jersey
$159K +$6.42K +113 +4%