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National Grid

392 hedge funds and large institutions have $1.61B invested in National Grid in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 110 increasing their positions, 206 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $36M | Put options by funds: $15.5M

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$201M)

10% more funds holding

Funds holding: 356392 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.81%0.79% (-0.01%)

47% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 206

Holders
392
Holders Change
+36
Holders Change %
+10.11%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
110
Reduced
206
Closed
31
Calls
$36M
Puts
$15.5M
Net Calls
+$20.5M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
301
Gables Capital Management
Florida
$39.3K -$588 -11 -2%
VCM
302
Vigilant Capital Management
Maine
$39K -$641 -12 -2%
BAM
303
Belpointe Asset Management
Nevada
$38.6K +$36.3K +679 New
Dimensional Fund Advisors
304
Dimensional Fund Advisors
Texas
$38.6K +$235K +4,393 +0.7%
EWA
305
EverSource Wealth Advisors
Alabama
$38K +$5.56K +104 +18%
Axa
306
Axa
France
$38K +$5.61K +105 +19%
SWM
307
Spire Wealth Management
Virginia
$38K +$53 +1 +0.1%
NFSG
308
Newbridge Financial Services Group
Florida
$37.8K +$5.13K +96 +17%
FCMT
309
Founders Capital Management (Texas)
Texas
$37K -$588 -11 -2%
TWC
310
TD Waterhouse Canada
Ontario, Canada
$35.7K +$4.44K +83 +16%
HF
311
Halpern Financial
Virginia
$31.2K -$481 -9 -2%
HWMA
312
Heritage Wealth Management (Arizona)
Arizona
$30.2K +$14K +261 +97%
EE
313
EWG Elevate
California
$30.2K +$28.4K +531 New
BWM
314
Baystate Wealth Management
Massachusetts
$29K -$428 -8 -2%
GWS
315
Glassman Wealth Services
Virginia
$28.3K -$4.12K -77 -13%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$27.9K +$26.2K +490 New
CAC
317
Core Alternative Capital
Georgia
$26.9K -$428 -8 -2%
MWM
318
Mascoma Wealth Management
New Hampshire
$26.5K -$428 -8 -2%
RFS
319
Retirement Financial Solutions
Tennessee
$26.2K +$24.6K +461 New
EI
320
Ellevest Inc
New York
$26.1K +$22.3K +418 +1,045%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K -$428 -8 -2%
TRCT
322
Tower Research Capital (TRC)
New York
$25K -$56.1K -1,049 -70%
CFGS
323
Concourse Financial Group Securities
Alabama
$23.9K -$3.58K -67 -14%
CA
324
Clearstead Advisors
Ohio
$20.7K -$321 -6 -2%
RWPA
325
Richard W. Paul & Associates
Michigan
$19.8K +$18.6K +348 New

NGG Hedge Fund Activity: Q4 2022 in Review

392 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2022, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NGG positions and 31 closed out — a net gain of 40 holders — while 110 added to existing stakes and 206 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $16.6M. The largest seller was Renaissance Technologies, cutting an estimated $23.4M.

  • 392 institutional investors held National Grid (NGG) as of Q4 2022, up from 356 in Q3 2022.
  • Funds reported $1.61B of National Grid stock for Q4 2022, up 14% quarter-over-quarter.
  • 71 funds opened new National Grid positions in Q4 2022 and 31 closed out, a net change of +40 holders.
  • The largest National Grid buyer in Q4 2022 was Natixis Advisors, an estimated $16.6M added.
  • The largest National Grid seller in Q4 2022 was Renaissance Technologies, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2022.