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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
251
J.W. Burns & Co
New York
$289K -$16.1K -255 -5%
BLC
252
Brown, Lisle/Cummings
Rhode Island
$288K +$506 +8 +0.2%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$286K +$51.7K +818 +23%
KeyBank National Association
254
KeyBank National Association
Ohio
$286K -$99.7K -1,576 -26%
GCM
255
Gallacher Capital Management
Colorado
$285K +$6.26K +99 +2%
DP
256
Dearborn Partners
Illinois
$281K +$14.3K +226 +5%
ECM
257
Evergreen Capital Management
Washington
$278K +$29.4K +464 +12%
IRC
258
Investors Research Corp
Georgia
$274K – – –
GWMR
259
GC Wealth Management RIA
Massachusetts
$272K +$268K +4,232 New
RB
260
Renasant Bank
Mississippi
$270K – – –
SRC
261
Sage Rhino Capital
California
$270K +$46.9K +742 +21%
GT
262
Greenleaf Trust
Michigan
$268K +$8.35K +132 +3%
WTC
263
WhitTier Trust Company
Nevada
$267K +$152K +2,402 +137%
SIA
264
Schechter Investment Advisors
Michigan
$265K +$261K +4,120 New
HCP
265
Hexagon Capital Partners
Arkansas
$258K +$8.48K +134 +3%
MFA
266
Mayflower Financial Advisors
Massachusetts
$251K +$10.8K +170 +5%
FSA
267
Franklin Street Advisors
North Carolina
$251K – – –
OAM
268
Oppenheimer Asset Management
New York
$250K -$50.5K -798 -17%
PSP
269
Principal Street Partners
Tennessee
$250K +$13.2K +209 +6%
EA
270
Eudaimonia Advisors
Tennessee
$250K – – –
EHC
271
Everett Harris & Co
California
$248K -$886 -14 -0.4%
BC
272
Bridgefront Capital
Texas
$247K +$243K +3,845 New
DTL
273
Dynamic Technology Lab
Singapore
$245K +$241K +3,815 New
SWP
274
Stratos Wealth Partners
Ohio
$239K +$236K +3,725 New
BRWA
275
B. Riley Wealth Advisors
Florida
$237K +$263K +4,150 New
9 10
11
12 13

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.