We are live on ! Find out more
NGG icon

National Grid

301 hedge funds and large institutions have $2.47B invested in National Grid in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $5.57M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

3% more funds holding

Funds holding: 291301 (+10)

3% more capital invested

Capital invested by funds: $2.4B → $2.47B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.02% less ownership

Funds ownership: 1%0.98% (-0.02%)

15% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 113

Holders
301
Holders Change
+10
Holders Change %
+3.44%
% of All Funds
8.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
36
Increased
96
Reduced
113
Closed
24
Calls
$69.1M
Puts
$5.57M
Net Calls
+$63.6M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1
Federated Hermes
Pennsylvania
$223M -$482K -7,481 -0.2%
Capital World Investors
2
Capital World Investors
California
$177M -$5.34M -82,923 -3%
Macquarie Group
3
Macquarie Group
Australia
$112M +$2.7M +41,996 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$97.1M
Wells Fargo
5
Wells Fargo
California
$83.6M -$5.58M -86,677 -6%
N
6
Nuveen
North Carolina
$80.8M +$240K +3,724 +0.3%
BTS
7
BB&T Securities
Virginia
$79.5M +$441K +6,842 +6%
HAI
8
Hennessy Advisors Inc
California
$75M +$9.01M +139,932 +14%
EIP
9
Energy Income Partners
Connecticut
$66.1M -$19.3M -299,763 -23%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$64.9M -$4.13M -64,195 -6%
Morgan Stanley
11
Morgan Stanley
New York
$56.7M -$1.93M -29,917 -3%
Bank of America
12
Bank of America
North Carolina
$51.8M -$7.33M -113,857 -13%
RJA
13
Raymond James & Associates
Florida
$49.7M +$3.57M +55,381 +8%
MHI
14
Miller Howard Investments
New York
$49.4M -$17.5M -270,951 -27%
Renaissance Technologies
15
Renaissance Technologies
New York
$46.4M +$6.6M +102,409 +17%
MAA
16
Managed Account Advisors
New Jersey
$45.9M -$2.96M -45,901 -6%
WHRC
17
W.H. Reaves & Co
New Jersey
$43M -$10.5M -163,248 -20%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$42.3M -$3.19M -49,546 -7%
U
19
UBS
Switzerland
$41.9M -$1.99M -30,925 -5%
Jennison Associates
20
Jennison Associates
New York
$38.8M -$12.1M -187,464 -24%
MIP
21
Mondrian Investment Partners
United Kingdom
$36.9M
LM
22
Luminus Management
Texas
$36.4M -$10.4M -161,761 -23%
RFC
23
Russell Frank Company
Washington
$32.1M +$3.19M +49,552 +11%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.5M -$742K -11,523 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$28.5M +$4.84M +75,123 +21%

NGG Hedge Fund Activity: Q1 2014 in Review

301 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2014, worth a combined $2.47B — up 2.6% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NGG positions and 24 closed out — a net gain of 12 holders — while 96 added to existing stakes and 113 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $22.3M. The largest seller was Energy Income Partners, cutting an estimated $19.3M.

  • 301 institutional investors held National Grid (NGG) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.47B of National Grid stock for Q1 2014, up 2.6% quarter-over-quarter.
  • 36 funds opened new National Grid positions in Q1 2014 and 24 closed out, a net change of +12 holders.
  • The largest National Grid buyer in Q1 2014 was Aviance Capital Management, an estimated $22.3M added.
  • The largest National Grid seller in Q1 2014 was Energy Income Partners, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2014.