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National Grid

404 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+8
Holders Change %
+2.02%
% of All Funds
6.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
164
Reduced
90
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
251
Vident Investment Advisory
Georgia
$222K +$222K +3,442 New
GWM
252
Geneos Wealth Management
Colorado
$221K +$155K +2,406 +236%
PSP
253
Principal Street Partners
Tennessee
$220K
SRIM
254
Saratoga Research & Investment Management
California
$218K -$3.35K -52 -2%
WS
255
Wedbush Securities
California
$218K +$2.51K +39 +1%
HNWAG
256
High Net Worth Advisory Group
Florida
$216K
HCP
257
Hexagon Capital Partners
Arkansas
$212K -$70K -1,088 -25%
WT
258
Whittier Trust
California
$208K -$22.8K -355 -10%
PWP
259
Phillips Wealth Planners
Mississippi
$207K +$207K +3,209 New
MW
260
Marcum Wealth
Ohio
$206K +$206K +3,198 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$205K +$6.68K +104 +3%
BOH
262
Bank of Hawaii
Hawaii
$200K -$74K -1,149 -27%
LJAC
263
L.J. Altfest & Co
New York
$200K +$200K +3,113 New
DAC
264
Dividend Assets Capital
South Carolina
$195K
BC
265
Barrett & Company
Rhode Island
$181K +$67.9K +1,055 +60%
TCOV
266
Trust Company of Vermont
Vermont
$176K -$12.5K -194 -7%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$171K +$10.2K +158 +6%
AF
268
Allworth Financial
California
$152K -$21.6K -336 -12%
MRCM
269
M&R Capital Management
New Jersey
$148K
WP
270
WealthPLAN Partners
Nebraska
$137K
AAP
271
Arax Advisory Partners
Colorado
$136K
HFM
272
Hartford Financial Management
Connecticut
$135K
HDIM
273
Hanson & Doremus Investment Management
Vermont
$131K -$14.8K -230 -10%
BONH
274
Bank of New Hampshire
New Hampshire
$131K
KFS
275
Kelly Financial Services
Massachusetts
$128K