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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
AWA
276
Arete Wealth Advisors
Illinois
$201K +$188K +3,141 New
DAC
277
Dividend Assets Capital
South Carolina
$197K
BCV
278
Banque Cantonale Vaudoise
Switzerland
$181K -$157K -2,636 -48%
WT
279
Whittier Trust
California
$176K -$28.4K -475 -15%
AF
280
Allworth Financial
California
$170K -$18.8K -315 -11%
GM
281
GeoWealth Management
Illinois
$166K +$134K +2,246 +645%
PA
282
Parallel Advisors
California
$159K -$43.7K -732 -23%
TCOV
283
Trust Company of Vermont
Vermont
$144K -$31.7K -531 -19%
AAP
284
Arax Advisory Partners
Colorado
$142K
HFM
285
Hartford Financial Management
Connecticut
$136K
MRCM
286
M&R Capital Management
New Jersey
$136K -$13K -217 -9%
KFS
287
Kelly Financial Services
Massachusetts
$134K
BONH
288
Bank of New Hampshire
New Hampshire
$132K
TRCT
289
Tower Research Capital (TRC)
New York
$127K +$119K +1,990 New
PS
290
Principal Securities
Iowa
$127K +$119K +1,987 New
CWP
291
Concord Wealth Partners
Virginia
$123K -$6.92K -116 -6%
LC
292
Lindbrook Capital
California
$118K +$30.3K +507 +38%
WTC
293
WhitTier Trust Company
Nevada
$112K -$4.3K -72 -4%
CTC
294
Central Trust Company
Missouri
$110K
BC
295
Barrett & Company
Rhode Island
$106K -$23.3K -391 -19%
AAG
296
Armstrong Advisory Group
Massachusetts
$98.2K +$11.6K +194 +14%
AF
297
Advisornet Financial
Minnesota
$95.8K
MA
298
Montag & Associates
Georgia
$95.1K
FHA
299
First Horizon Advisors
Tennessee
$89.1K +$15.6K +262 +23%
GRP
300
Global Retirement Partners
California
$88.5K +$13K +217 +19%