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National Grid

427 hedge funds and large institutions have $2.5B invested in National Grid in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cozad Asset Management
Illinois
$321K
SIC
227
Samalin Investment Counsel
New York
$314K
AWM
228
AllSquare Wealth Management
New York
$308K
NS
229
NBC Securities
Alabama
$306K +$9.73K +163 +4%
JWBC
230
J.W. Burns & Co
New York
$304K -$63.3K -1,061 -18%
WS
231
Wedbush Securities
California
$303K +$69.4K +1,163 +33%
OAM
232
Oppenheimer Asset Management
New York
$301K +$34.7K +582 +14%
LFAS
233
Level Four Advisory Services
Texas
$298K +$14.4K +241 +5%
PI
234
PEAK6 Investments
Illinois
$290K -$1.46M -24,512 -84%
BLC
235
Brown, Lisle/Cummings
Rhode Island
$287K +$7.94K +133 +3%
CCM
236
Coldstream Capital Management
Washington
$286K -$16.6K -278 -6%
KWA
237
Kingswood Wealth Advisors
California
$281K +$262K +4,383 New
GCM
238
Gallacher Capital Management
Colorado
$278K -$3.22K -54 -1%
KV
239
Kickstand Ventures
New York
$277K +$2.81K +47 +1%
IRC
240
Investors Research Corp
Georgia
$273K
RB
241
Renasant Bank
Mississippi
$269K +$31K +520 +14%
AWA
242
Aaron Wealth Advisors
Illinois
$267K +$8K +134 +3%
DP
243
Dearborn Partners
Illinois
$266K -$56.8K -951 -19%
GT
244
Greenleaf Trust
Michigan
$259K -$47.9K -803 -17%
NA
245
NewEdge Advisors
Louisiana
$255K +$163K +2,734 +207%
P
246
Pitcairn
Pennsylvania
$251K +$234K +3,924 New
ECM
247
Evergreen Capital Management
Washington
$251K -$191K -3,202 -45%
FSA
248
Franklin Street Advisors
North Carolina
$250K
EA
249
Eudaimonia Advisors
Tennessee
$249K
HCP
250
Hexagon Capital Partners
Arkansas
$249K +$22.7K +381 +11%