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National Grid
NGG

Overview Fund Activity

425 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, 144 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+26
Holders Change %
+6.52%
% 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
144
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$200M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$102M
5
Bank of America
5
Bank of America
North Carolina
$236M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$4.87M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$226M
3
Goldman Sachs
3
Goldman Sachs
New York
$112M
4
Invesco
4
Invesco
Georgia
$37.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Todd Asset Management
Kentucky
$241K -$491K -7,551 -67%
MFA
252
Mayflower Financial Advisors
Massachusetts
$239K -$18K -277 -7%
TC
253
TownSquare Capital
Utah
$239K +$239K +3,674 New
OC
254
Oppenheimer & Co
New York
$238K -$1.11M -17,037 -82%
CCA
255
Checchi Capital Advisers
California
$235K -$18.5K -285 -7%
EH
256
Equitable Holdings
New York
$233K +$233K +3,586 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$233K +$9.38K +144 +4%
PWP
258
Phillips Wealth Planners
Mississippi
$229K +$229K +3,627 New
PSP
259
Principal Street Partners
Tennessee
$225K -$246K -3,779 -52%
PWA
260
Primoris Wealth Advisors
Florida
$225K -$15.5K -239 -6%
MFG
261
Merit Financial Group
Georgia
$223K +$223K +3,428 New
AWS
262
Atria Wealth Solutions
New York
$222K +$222K +3,381 New
VFA
263
Voya Financial Advisors
Connecticut
$222K +$222K +3,410 New
SRC
264
Sage Rhino Capital
California
$221K +$221K +3,404 New
IWA
265
Icon Wealth Advisors
Texas
$220K +$220K +3,390 New
SW
266
SVB Wealth
Massachusetts
$220K +$220K +3,378 New
IF
267
Intrua Financial
Texas
$218K +$218K +3,358 New
HNWAG
268
High Net Worth Advisory Group
Florida
$218K +$218K +3,357 New
LSAG
269
Lake Street Advisors Group
New Hampshire
$217K +$217K +3,274 New
VEA
270
Virtus ETF Advisers
New York
$215K +$13.9K +214 +7%
AFG
271
Atomi Financial Group
New York
$212K +$212K +3,260 New
QI
272
Qtron Investments
Massachusetts
$212K +$212K +3,257 New
SRIM
273
Saratoga Research & Investment Management
California
$204K +$204K +3,143 New
PIC
274
Portland Investment Counsel
Ontario, Canada
$204K -$20.4K -314 -9%
AWA
275
Arete Wealth Advisors
Illinois
$201K +$201K +3,097 New
9 10
11
12 13