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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Meridian Wealth Management
Kentucky
$388K +$362K +5,905 New
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$387K +$30.9K +504 +9%
MCCP
228
Mission Creek Capital Partners
California
$383K -$126K -2,061 -26%
BP
229
Ballentine Partners
Massachusetts
$383K +$58.5K +954 +20%
Lazard Asset Management
230
Lazard Asset Management
New York
$380K -$9.87K -161 -3%
CFG
231
Carr Financial Group
Massachusetts
$377K +$13.3K +217 +4%
AWA
232
Aaron Wealth Advisors
Illinois
$374K +$349K +5,689 New
GQG Partners
233
GQG Partners
Florida
$372K +$347K +5,664 New
KeyBank National Association
234
KeyBank National Association
Ohio
$370K +$38.9K +634 +13%
KFS
235
Keynote Financial Services
Connecticut
$367K -$3.56K -58 -1%
WS
236
Wedbush Securities
California
$366K -$137K -2,240 -29%
ATIA
237
American Trust Investment Advisors
New Hampshire
$364K -$981 -16 -0.3%
WI
238
WrapManager Inc
California
$363K -$97.7K -1,595 -22%
GWM
239
GSB Wealth Management
Connecticut
$358K -$32.5K -531 -9%
FAIM
240
Financial Advocates Investment Management
Washington
$354K +$5.21K +85 +2%
ECM
241
Evergreen Capital Management
Washington
$352K +$329K +5,369 New
FIM
242
Freedom Investment Management
Connecticut
$349K +$2.21K +36 +0.7%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$349K -$42M -684,523 -99%
BCA
244
Bay Colony Advisors
Massachusetts
$347K -$1.72K -28 -0.5%
CCM
245
Coldstream Capital Management
Washington
$346K +$15.8K +257 +5%
LWM
246
LongView Wealth Management
Georgia
$344K
LFAS
247
Level Four Advisory Services
Texas
$343K +$20.2K +330 +6%
1WA
248
180 Wealth Advisors
Washington
$336K -$24.5K -399 -7%
S
249
Sunpointe
Missouri
$335K +$490 +8 +0.2%
RA
250
RFG Advisory
Alabama
$333K -$7.54K -123 -2%

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.