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National Grid

340 hedge funds and large institutions have $1.51B invested in National Grid in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $30M | Put options by funds: $10.7M

33% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 0.87%0.79% (-0.07%)

1% less funds holding

Funds holding: 345340 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

13% less capital invested

Capital invested by funds: $1.74B → $1.51B (-$223M)

Holders
340
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
130
Reduced
98
Closed
35
Calls
$30M
Puts
$10.7M
Net Calls
+$19.3M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$308M -$117K -2,036 -0%
Bank of America
2
Bank of America
North Carolina
$158M -$23.5M -408,893 -12%
Federated Hermes
3
Federated Hermes
Pennsylvania
$103M -$4.09M -71,254 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$77.3M +$1.83M +31,906 +2%
Goldman Sachs
5
Goldman Sachs
New York
$67.1M +$10.1M +175,490 +16%
PPA
6
Parametric Portfolio Associates
Washington
$62.2M +$4.4M +76,621 +7%
RJA
7
Raymond James & Associates
Florida
$59M -$5.59M -97,489 -8%
Wells Fargo
8
Wells Fargo
California
$47M -$914K -15,941 -2%
Morgan Stanley
9
Morgan Stanley
New York
$40M +$4.42M +76,990 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.1M +$464K +8,097 +1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$35.2M -$516 -9 -0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.6M +$817K +14,248 +2%
N
13
Nuveen
North Carolina
$28.1M +$4.05M +70,575 +15%
HAI
14
Hennessy Advisors Inc
California
$24.4M +$610K +10,629 +2%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8M
Truist Financial
16
Truist Financial
North Carolina
$21.8M -$679K -11,832 -3%
Invesco
17
Invesco
Georgia
$21.4M +$2.34M +40,809 +11%
BlackRock
18
BlackRock
New York
$21.3M +$175K +3,048 +0.8%
Northern Trust
19
Northern Trust
Illinois
$21.1M -$11.4M -199,417 -33%
LPL Financial
20
LPL Financial
California
$18.7M +$1.64M +28,509 +9%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$12.3M +$1.36M +23,660 +11%
GCAC
22
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.7M +$615K +10,722 +6%
Stifel Financial
23
Stifel Financial
Missouri
$9.72M +$47.9K +835 +0.5%
GF
24
Gabelli Funds
New York
$9.64M
UBS Group
25
UBS Group
Switzerland
$9.22M +$138K +2,413 +1%

NGG Hedge Fund Activity: Q3 2021 in Review

340 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2021, worth a combined $1.51B — down 13% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NGG and 31 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 130 added.

The largest buyer was Goldman Sachs, adding an estimated $10.1M. The largest seller was Equity Investment Corp, cutting an estimated $43.3M.

  • 340 institutional investors held National Grid (NGG) as of Q3 2021, down from 345 in Q2 2021.
  • Funds reported $1.51B of National Grid stock for Q3 2021, down 13% quarter-over-quarter.
  • 31 funds opened new National Grid positions in Q3 2021 and 35 closed out, a net change of -4 holders.
  • The largest National Grid buyer in Q3 2021 was Goldman Sachs, an estimated $10.1M added.
  • The largest National Grid seller in Q3 2021 was Equity Investment Corp, an estimated $43.3M sold.

Based on aggregated 13F filings for Q3 2021.