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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
276
Net Worth Advisory Group
Utah
$271K +$253K +4,125 New
CAM
277
Cozad Asset Management
Illinois
$268K -$40.6K -663 -14%
HCP
278
Hexagon Capital Partners
Arkansas
$257K +$28.9K +472 +14%
FSA
279
Franklin Street Advisors
North Carolina
$256K
GM
280
GeoWealth Management
Illinois
$255K +$53.1K +867 +29%
EHC
281
Everett Harris & Co
California
$253K
P
282
Pitcairn
Pennsylvania
$250K -$4.23K -69 -2%
OC
283
Oppenheimer & Co
New York
$250K +$233K +3,806 New
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$248K +$231K +3,776 New
SRC
285
Sage Rhino Capital
California
$247K +$231K +3,764 New
IAS
286
Insigneo Advisory Services
Florida
$247K -$45K -735 -16%
MFA
287
Mayflower Financial Advisors
Massachusetts
$245K +$229K +3,737 New
GC
288
Guggenheim Capital
Illinois
$243K -$216K -3,525 -49%
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$242K -$521K -8,508 -70%
PWP
290
Phillips Wealth Planners
Mississippi
$242K -$4.29K -70 -2%
SPC
291
Sigma Planning Corp
Michigan
$242K +$225K +3,679 New
CWM
292
Congress Wealth Management
Massachusetts
$240K +$224K +3,659 New
PWA
293
Primoris Wealth Advisors
Florida
$231K +$215K +3,513 New
GRP
294
Global Retirement Partners
California
$228K +$55K +897 +35%
AF
295
Arrow Financial
New York
$225K
AAP
296
Arax Advisory Partners
Colorado
$224K +$6.25K +102 +3%
HNWAG
297
High Net Worth Advisory Group
Florida
$224K +$209K +3,405 New
LAS
298
Lloyd Advisory Services
Georgia
$223K +$209K +3,404 New
GWM
299
Gitterman Wealth Management
New Jersey
$223K -$42.9K -700 -17%
AQR Capital Management
300
AQR Capital Management
Connecticut
$216K +$202K +3,293 New

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.