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National Grid

398 hedge funds and large institutions have $2.01B invested in National Grid in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 183 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $103M | Put options by funds: $39.5M

110% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 87

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

25% more capital invested

Capital invested by funds: $1.61B → $2.01B (+$397M)

2% more funds holding

Funds holding: 392398 (+6)

0.11% more ownership

Funds ownership: 0.79%0.9% (+0.11%)

Holders
398
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
183
Reduced
87
Closed
33
Calls
$103M
Puts
$39.5M
Net Calls
+$63.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SRIM
251
Saratoga Research & Investment Management
California
$224K +$210K +3,497 New
PSP
252
Principal Street Partners
Tennessee
$222K +$208K +3,468 New
SRC
253
Sage Rhino Capital
California
$222K +$207K +3,461 New
WAM
254
WNY Asset Management
New York
$221K +$207K +3,455 New
HNWAG
255
High Net Worth Advisory Group
Florida
$218K
WS
256
Wedbush Securities
California
$217K +$203K +3,393 New
LNC
257
Lincoln National Corp
Pennsylvania
$216K +$202K +3,378 New
Brown Advisory
258
Brown Advisory
Maryland
$213K -$71.1K -1,186 -26%
QI
259
Qtron Investments
Massachusetts
$210K +$196K +3,275 New
FAIM
260
Financial Advocates Investment Management
Washington
$203K +$190K +3,170 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$201K +$31.8K +530 +20%
TCOV
262
Trust Company of Vermont
Vermont
$191K +$18K +301 +11%
AF
263
Allworth Financial
California
$176K +$104K +1,734 +172%
DAC
264
Dividend Assets Capital
South Carolina
$174K
CFGS
265
Concourse Financial Group Securities
Alabama
$169K +$133K +2,220 +536%
BTI
266
Blue Trust Inc
Georgia
$167K +$81.6K +1,362 +86%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$162K +$3K +50 +2%
ABLA
268
Alan B. Lancz & Associates
Ohio
$161K -$14.6K -243 -9%
MRCM
269
M&R Capital Management
New Jersey
$149K
HDIM
270
Hanson & Doremus Investment Management
Vermont
$148K -$11K -184 -7%
WP
271
WealthPLAN Partners
Nebraska
$138K +$129K +2,153 New
AAP
272
Arax Advisory Partners
Colorado
$137K +$42.1K +703 +49%
HFM
273
Hartford Financial Management
Connecticut
$136K
BONH
274
Bank of New Hampshire
New Hampshire
$132K
KFS
275
Kelly Financial Services
Massachusetts
$130K +$779 +13 +0.6%