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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
GCM
276
Graham Capital Management
Connecticut
$236K +$233K +3,678 New
CCA
277
Checchi Capital Advisers
California
$234K -$1.83K -29 -0.8%
OC
278
Oppenheimer & Co
New York
$232K -$6.77K -107 -3%
EH
279
Equitable Holdings
New York
$232K -$2.28K -36 -1%
PWP
280
Phillips Wealth Planners
Mississippi
$226K +$6.33K +100 +3%
PWA
281
Primoris Wealth Advisors
Florida
$226K – – –
SW
282
SVB Wealth
Massachusetts
$221K +$569 +9 +0.3%
AWS
283
Atria Wealth Solutions
New York
$220K -$380 -6 -0.2%
VFA
284
Voya Financial Advisors
Connecticut
$220K -$1.07K -17 -0.5%
IF
285
Intrua Financial
Texas
$220K +$949 +15 +0.4%
HNWAG
286
High Net Worth Advisory Group
Florida
$219K – – –
TSS
287
Two Sigma Securities
New York
$218K +$214K +3,390 New
PA
288
Parallel Advisors
California
$217K +$56.7K +896 +36%
IWA
289
Icon Wealth Advisors
Texas
$216K -$5.38K -85 -2%
QI
290
Qtron Investments
Massachusetts
$212K – – –
PP
291
PDS Planning
Ohio
$210K +$206K +3,261 New
LSAG
292
Lake Street Advisors Group
New Hampshire
$210K -$3.79K -60 -2%
CAG
293
Csenge Advisory Group
Florida
$209K +$206K +3,256 New
AF
294
Allworth Financial
California
$200K +$29.1K +460 +17%
GM
295
GeoWealth Management
Illinois
$191K +$23.5K +372 +14%
WT
296
Whittier Trust
California
$177K – – –
AAP
297
Arax Advisory Partners
Colorado
$145K +$2.53K +40 +2%
TCOV
298
Trust Company of Vermont
Vermont
$144K – – –
HFM
299
Hartford Financial Management
Connecticut
$136K – – –
MRCM
300
M&R Capital Management
New Jersey
$136K – – –
10 11
12
13 14

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.