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National Grid

427 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, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% 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
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
251
Everett Harris & Co
California
$248K
TAM
252
Todd Asset Management
Kentucky
$241K -$457K -7,659 -67%
MFA
253
Mayflower Financial Advisors
Massachusetts
$239K -$16.8K -282 -7%
TC
254
TownSquare Capital
Utah
$239K +$222K +3,727 New
OC
255
Oppenheimer & Co
New York
$238K -$1.03M -17,282 -82%
CCA
256
Checchi Capital Advisers
California
$235K -$17.3K -289 -7%
EH
257
Equitable Holdings
New York
$233K +$217K +3,638 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$233K +$8.72K +146 +4%
PWP
259
Phillips Wealth Planners
Mississippi
$229K +$220K +3,679 New
PSP
260
Principal Street Partners
Tennessee
$225K -$229K -3,833 -52%
PWA
261
Primoris Wealth Advisors
Florida
$225K -$14.5K -243 -6%
MFG
262
Merit Financial Group
Georgia
$223K +$208K +3,477 New
AWS
263
Atria Wealth Solutions
New York
$222K +$205K +3,430 New
VFA
264
Voya Financial Advisors
Connecticut
$222K +$206K +3,459 New
SRC
265
Sage Rhino Capital
California
$221K +$206K +3,453 New
IWA
266
Icon Wealth Advisors
Texas
$220K +$205K +3,438 New
SW
267
SVB Wealth
Massachusetts
$220K +$205K +3,427 New
IF
268
Intrua Financial
Texas
$218K +$203K +3,406 New
HNWAG
269
High Net Worth Advisory Group
Florida
$218K +$203K +3,405 New
LSAG
270
Lake Street Advisors Group
New Hampshire
$217K +$198K +3,321 New
VEA
271
Virtus ETF Advisers
New York
$215K +$13K +218 +7%
AFG
272
Atomi Financial Group
New York
$212K +$197K +3,307 New
QI
273
Qtron Investments
Massachusetts
$212K +$197K +3,303 New
SRIM
274
Saratoga Research & Investment Management
California
$204K +$190K +3,188 New
PIC
275
Portland Investment Counsel
Ontario, Canada
$204K -$19K -318 -9%