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National Grid

342 hedge funds and large institutions have $2.07B invested in National Grid in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

1% more funds holding

Funds holding: 338342 (+4)

0% more capital invested

Capital invested by funds: $2.06B → $2.07B (+$9.06M)

0.02% more ownership

Funds ownership: 1.23%1.25% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

43% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $5.49M

Holders
342
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
84
Reduced
140
Closed
36
Calls
$3.14M
Puts
$5.49M
Net Calls
-$2.35M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$176M +$28.6M +565,557 +19%
Bank of America
2
Bank of America
North Carolina
$159M +$9.84M +194,901 +6%
Capital International Investors
3
Capital International Investors
California
$150M
Federated Hermes
4
Federated Hermes
Pennsylvania
$137M -$9.14M -180,897 -6%
RJA
5
Raymond James & Associates
Florida
$116M -$6.23M -123,422 -5%
Morgan Stanley
6
Morgan Stanley
New York
$107M +$6.2M +122,741 +6%
EIP
7
Energy Income Partners
Connecticut
$92.9M -$12.8M -252,686 -12%
Wells Fargo
8
Wells Fargo
California
$89.5M -$7.38M -146,123 -7%
EIC
9
Equity Investment Corp
Georgia
$68.5M -$1.13M -22,460 -2%
Macquarie Group
10
Macquarie Group
Australia
$60.1M -$142K -2,808 -0.2%
HAI
11
Hennessy Advisors Inc
California
$51.1M -$2.94M -58,234 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50M -$2.26M -44,830 -4%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$40.9M +$18.1M +358,882 +76%
Northern Trust
14
Northern Trust
Illinois
$35M +$2.27M +44,960 +7%
PPA
15
Parametric Portfolio Associates
Washington
$31.4M +$4.92M +97,453 +18%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$30.7M +$31.4M +621,920 New
MIP
17
Mondrian Investment Partners
United Kingdom
$26.9M
Invesco
18
Invesco
Georgia
$23.7M -$6.12M -121,171 -20%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M -$13M -257,687 -35%
N
20
Nuveen
North Carolina
$22.1M +$16.4M +325,418 +265%
Jane Street
21
Jane Street
New York
$21.4M -$8.02M -158,882 -27%
Two Sigma Investments
22
Two Sigma Investments
New York
$21.1M +$15M +297,106 +230%
AG
23
Aperio Group
California
$20.9M +$4.68M +92,699 +28%
Ameriprise
24
Ameriprise
Minnesota
$20.7M +$742K +14,684 +4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$20.4M +$527K +10,426 +3%

NGG Hedge Fund Activity: Q2 2018 in Review

342 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2018, worth a combined $2.07B — up 0.44% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NGG positions and 36 closed out — a net gain of 7 holders — while 84 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $31.4M. The largest seller was W.H. Reaves & Co, exiting entirely with an estimated $15.5M sold.

  • 342 institutional investors held National Grid (NGG) as of Q2 2018, up from 338 in Q1 2018.
  • Funds reported $2.07B of National Grid stock for Q2 2018, up 0.44% quarter-over-quarter.
  • 43 funds opened new National Grid positions in Q2 2018 and 36 closed out, a net change of +7 holders.
  • The largest National Grid buyer in Q2 2018 was Adage Capital Partners, an estimated $31.4M added.
  • The largest National Grid seller in Q2 2018 was W.H. Reaves & Co, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2018.