National Grid
340 hedge funds and large institutions have $2.21B invested in National Grid in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 102 reducing their positions, and 32 closing their positions.
191% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $4.52M
28% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 102
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
0.04% more ownership
Funds ownership: 0.91% → 0.95% (+0.04%)
1% less funds holding
Funds holding: 342 → 340 (-2)
5% less capital invested
Capital invested by funds: $2.32B → $2.21B (-$105M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.7M |
| 3 |
VDI
Vaughan David Investments
Peoria,
Illinois
|
+$15.4M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$12.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$25.2M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$23.3M |
| 3 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$9.19M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$9.17M |
| 5 |
ClearBridge Investments
New York
|
-$6.74M |
NGG Hedge Fund Activity: Q1 2015 in Review
340 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2015, worth a combined $2.21B — down 4.5% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NGG positions and 32 closed out — a net gain of 6 holders — while 131 added to existing stakes and 102 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $18.4M. The largest seller was Federated Hermes, cutting an estimated $25.2M.
- 340 institutional investors held National Grid (NGG) as of Q1 2015, down from 342 in Q4 2014.
- Funds reported $2.21B of National Grid stock for Q1 2015, down 4.5% quarter-over-quarter.
- 38 funds opened new National Grid positions in Q1 2015 and 32 closed out, a net change of +6 holders.
- The largest National Grid buyer in Q1 2015 was Envestnet Asset Management, an estimated $18.4M added.
- The largest National Grid seller in Q1 2015 was Federated Hermes, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2015.