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National Grid

347 hedge funds and large institutions have $1.68B invested in National Grid in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $7.6M | Put options by funds: $4.8M

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

4% more funds holding

Funds holding: 335347 (+12)

0.08% less ownership

Funds ownership: 0.99%0.91% (-0.08%)

6% less capital invested

Capital invested by funds: $1.78B → $1.68B (-$104M)

30% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 127

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
55
Increased
89
Reduced
127
Closed
36
Calls
$7.6M
Puts
$4.8M
Net Calls
+$2.79M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$352M -$25.4M -478,780 -7%
Bank of America
2
Bank of America
North Carolina
$178M -$3.84M -72,351 -2%
Federated Hermes
3
Federated Hermes
Pennsylvania
$103M -$7.23M -136,286 -6%
RJA
4
Raymond James & Associates
Florida
$72.2M -$3.31M -62,332 -4%
Ameriprise
5
Ameriprise
Minnesota
$65.1M +$46.8M +882,899 +240%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$64.3M +$1.52M +28,650 +2%
Wells Fargo
7
Wells Fargo
California
$53.9M -$4.69M -88,503 -8%
PPA
8
Parametric Portfolio Associates
Washington
$50.4M +$7.22M +136,120 +16%
Goldman Sachs
9
Goldman Sachs
New York
$43.6M +$1.25M +23,630 +3%
EIC
10
Equity Investment Corp
Georgia
$39.8M -$785K -14,808 -2%
N
11
Nuveen
North Carolina
$39M +$2.6M +49,013 +7%
Northern Trust
12
Northern Trust
Illinois
$35.4M -$1.24M -23,373 -3%
Morgan Stanley
13
Morgan Stanley
New York
$33.2M -$2.49M -46,996 -7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$32.5M +$1.25M +23,539 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$29M -$369K -6,958 -1%
HAI
16
Hennessy Advisors Inc
California
$26.2M -$3.37M -63,549 -11%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$24.5M -$371 -7 -0%
Truist Financial
18
Truist Financial
North Carolina
$22M -$295K -5,569 -1%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M
Jane Street
20
Jane Street
New York
$19.7M -$3.05M -57,467 -13%
AG
21
Aperio Group
California
$18.7M -$512K -9,652 -3%
Invesco
22
Invesco
Georgia
$16.1M +$2.32M +43,711 +17%
LPL Financial
23
LPL Financial
California
$16M +$25.5K +480 +0.2%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.6M -$426K -8,029 -3%
OMC
25
Old Mission Capital
Illinois
$13.4M +$5.17M +97,563 +61%