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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
226
American Trust Investment Advisors
New Hampshire
$357K – – –
SG Americas Securities
227
SG Americas Securities
New York
$355K +$349K +5,516 New
MC
228
Moors & Cabot
Massachusetts
$353K -$7.53K -119 -2%
1WA
229
180 Wealth Advisors
Washington
$351K +$2.78K +44 +0.8%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$345K – – –
CFG
231
Carr Financial Group
Massachusetts
$345K -$25.5K -403 -7%
OWP
232
Obermeyer Wealth Partners
Colorado
$341K +$336K +5,306 New
GBT
233
Grove Bank & Trust
Florida
$338K -$894K -14,127 -73%
LWM
234
LongView Wealth Management
Georgia
$337K -$35.8K -566 -10%
RA
235
RFG Advisory
Alabama
$334K +$8.73K +138 +3%
TPI
236
Trust Point Inc
Wisconsin
$334K +$2.21K +35 +0.7%
B
237
Bailard
California
$334K +$6.45K +102 +2%
RCM
238
RNC Capital Management
California
$328K -$11.7K -185 -3%
AFG
239
Atomi Financial Group
New York
$328K +$113K +1,794 +54%
LA
240
LVW Advisors
New York
$322K +$317K +5,016 New
IAS
241
Insigneo Advisory Services
Florida
$317K -$86.3K -1,365 -22%
FIM
242
Freedom Investment Management
Connecticut
$316K -$9.3K -147 -3%
SIC
243
Samalin Investment Counsel
New York
$311K -$3.73K -59 -1%
AWM
244
AllSquare Wealth Management
New York
$309K – – –
CAM
245
Cozad Asset Management
Illinois
$305K -$17.2K -272 -5%
SPC
246
Sigma Planning Corp
Michigan
$303K +$298K +4,706 New
NS
247
NBC Securities
Alabama
$299K -$7.91K -125 -3%
NA
248
NewEdge Advisors
Louisiana
$299K +$37.6K +594 +15%
LFAS
249
Level Four Advisory Services
Texas
$298K – – –
P
250
Pitcairn
Pennsylvania
$290K +$37.3K +590 +15%
8 9
10
11 12

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.