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National Grid
NGG

370 hedge funds and large institutions have $1.91B invested in National Grid in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 192 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $21.9M

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

26% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$396M)

9% more funds holding

Funds holding: 340 → 370 (+30)

0.03% more ownership

Funds ownership: 0.79% → 0.82% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 192

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
370
Holders Change
+30
Holders Change %
+8.82%
% of All Funds
5.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
77
Increased
96
Reduced
192
Closed
40
Calls
$48.1M
Puts
$21.9M
Net Calls
+$26.1M
Net Calls Change
+$6.84M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.8M
3
Bank of America
Bank of America
North Carolina
+$18.2M
4
Optiver Holding
Optiver Holding
Netherlands
+$16.5M
5
Goldman Sachs
Goldman Sachs
New York
+$14.7M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$21.5M
2
HAI
Hennessy Advisors Inc
California
-$7.9M
3
N
Nuveen
North Carolina
-$4.66M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.33M
5
BIC
Beach Investment Counsel
Pennsylvania
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
201
Everett Harris & Co
California
$263K – – –
MAG
202
Members Advisory Group
New York
$263K +$239K +4,065 New
SWM
203
SeaCrest Wealth Management
New York
$257K -$67.6K -1,151 -23%
Franklin Resources
204
Franklin Resources
California
$252K -$41.4K -705 -15%
SRIM
205
Saratoga Research & Investment Management
California
$252K -$12.1K -207 -5%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$250K -$27.8K -473 -11%
EA
207
Eudaimonia Advisors
Tennessee
$250K +$226K +3,846 New
AWM
208
AllSquare Wealth Management
New York
$248K -$3.87K -66 -2%
LF
209
Lantz Financial
Illinois
$248K +$224K +3,814 New
EVM
210
Eaton Vance Management
Massachusetts
$236K -$5.34K -91 -2%
CGL
211
Clarius Group LLC
Washington
$234K +$211K +3,595 New
KeyBank National Association
212
KeyBank National Association
Ohio
$233K +$211K +3,588 New
HNWAG
213
High Net Worth Advisory Group
Florida
$232K +$209K +3,567 New
CG
214
Caprock Group
Idaho
$231K +$208K +3,548 New
LWAC
215
Laurel Wealth Advisors (California)
California
$231K +$208K +3,551 New
SFA
216
Sequoia Financial Advisors
Ohio
$231K +$209K +3,554 New
BRWA
217
B. Riley Wealth Advisors
Florida
$227K +$205K +3,485 New
CS
218
Comerica Securities
Michigan
$226K -$101K -1,716 -33%
TCOV
219
Trust Company of Vermont
Vermont
$225K -$56.8K -967 -22%
VDI
220
Vaughan David Investments
Illinois
$224K +$202K +3,442 New
ACP
221
Arcus Capital Partners
Georgia
$223K +$202K +3,434 New
1WA
222
180 Wealth Advisors
Washington
$221K +$196K +3,338 New
SS
223
Sunbelt Securities
Texas
$220K +$196K +3,338 New
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$218K -$3.35K -57 -2%
IWM
225
IHT Wealth Management
Illinois
$217K +$196K +3,335 New
7 8
9
10 11

NGG Hedge Fund Activity: Q4 2021 in Review

370 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2021, worth a combined $1.91B — up 26% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NGG positions and 40 closed out — a net gain of 37 holders — while 96 added to existing stakes and 192 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.5M.

  • 370 institutional investors held National Grid (NGG) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $1.91B of National Grid stock for Q4 2021, up 26% quarter-over-quarter.
  • 77 funds opened new National Grid positions in Q4 2021 and 40 closed out, a net change of +37 holders.
  • The largest National Grid buyer in Q4 2021 was Bank of Montreal, an estimated $27.4M added.
  • The largest National Grid seller in Q4 2021 was Renaissance Technologies, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2021.