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National Grid

370 hedge funds and large institutions have $1.91B invested in National Grid in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 192 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $21.9M

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

26% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$396M)

9% more funds holding

Funds holding: 340370 (+30)

0.03% more ownership

Funds ownership: 0.79%0.82% (+0.03%)

50% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 192

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+30
Holders Change %
+8.82%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
77
Increased
96
Reduced
192
Closed
40
Calls
$48.1M
Puts
$21.9M
Net Calls
+$26.1M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$356M -$21.5M -365,493 -6%
Bank of America
2
Bank of America
North Carolina
$215M +$18.2M +310,893 +10%
Federated Hermes
3
Federated Hermes
Pennsylvania
$124M -$2.52M -42,881 -2%
Goldman Sachs
4
Goldman Sachs
New York
$99.2M +$14.7M +251,134 +20%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$95.4M +$17K +290 +0%
PPA
6
Parametric Portfolio Associates
Washington
$78M +$1.14M +19,464 +2%
RJA
7
Raymond James & Associates
Florida
$70.9M -$1.73M -29,406 -3%
Wells Fargo
8
Wells Fargo
California
$56.9M -$1.03M -17,615 -2%
Morgan Stanley
9
Morgan Stanley
New York
$45.8M -$3.19M -54,401 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$45.3M -$471K -8,029 -1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$42.6M -$710K -12,103 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$41.6M +$150K +2,561 +0.4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$30.6M +$27.4M +466,346 New
N
14
Nuveen
North Carolina
$29.4M -$4.66M -79,357 -15%
Northern Trust
15
Northern Trust
Illinois
$26.8M +$732K +12,469 +3%
BlackRock
16
BlackRock
New York
$26.5M +$267K +4,556 +1%
Truist Financial
17
Truist Financial
North Carolina
$25M -$1.69M -28,797 -7%
LPL Financial
18
LPL Financial
California
$23.4M +$249K +4,246 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$23.3M +$18.8M +320,859 +843%
Invesco
20
Invesco
Georgia
$23.3M -$2.87M -48,843 -12%
HAI
21
Hennessy Advisors Inc
California
$21.3M -$7.9M -134,533 -29%
Optiver Holding
22
Optiver Holding
Netherlands
$21.2M +$16.5M +281,335 +527%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$20.6M +$4.97M +84,617 +36%
GCAC
24
Guardian Capital Advisors (Canada)
Ontario, Canada
$12.6M -$127K -2,170 -1%
Stifel Financial
25
Stifel Financial
Missouri
$12.3M +$243K +4,134 +2%

NGG Hedge Fund Activity: Q4 2021 in Review

370 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2021, worth a combined $1.91B — up 26% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NGG positions and 40 closed out — a net gain of 37 holders — while 96 added to existing stakes and 192 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.5M.

  • 370 institutional investors held National Grid (NGG) as of Q4 2021, up from 340 in Q3 2021.
  • Funds reported $1.91B of National Grid stock for Q4 2021, up 26% quarter-over-quarter.
  • 77 funds opened new National Grid positions in Q4 2021 and 40 closed out, a net change of +37 holders.
  • The largest National Grid buyer in Q4 2021 was Bank of Montreal, an estimated $27.4M added.
  • The largest National Grid seller in Q4 2021 was Renaissance Technologies, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2021.