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National Grid

390 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, 108 increasing their positions, 202 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+36
Holders Change %
+10.17%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
108
Reduced
202
Closed
31
Calls
$36M
Puts
$15.5M
Net Calls
+$20.5M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$38.6K +$38.6K +670 New
Dimensional Fund Advisors
302
Dimensional Fund Advisors
Texas
$38.6K +$250 +4,331 +0.7%
EWA
303
EverSource Wealth Advisors
Alabama
$38K +$5.88K +102 +18%
Axa
304
Axa
France
$38K +$5.94K +103 +19%
SWM
305
Spire Wealth Management
Virginia
$38K
NFSG
306
Newbridge Financial Services Group
Florida
$37.8K +$5.48K +95 +17%
FCMT
307
Founders Capital Management (Texas)
Texas
$37K -$640 -11 -2%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$35.7K +$4.84K +81 +16%
HF
309
Halpern Financial
Virginia
$31.2K -$519 -9 -2%
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$30.2K +$14.8K +257 +97%
EE
311
EWG Elevate
California
$30.2K +$30.2K +523 New
BWM
312
Baystate Wealth Management
Massachusetts
$29K -$470 -8 -2%
GWS
313
Glassman Wealth Services
Virginia
$28.3K -$4.38K -76 -13%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$27.9K +$27.9K +483 New
CAC
315
Core Alternative Capital
Georgia
$26.9K -$403 -7 -1%
MWM
316
Mascoma Wealth Management
New Hampshire
$26.5K -$462 -8 -2%
RFS
317
Retirement Financial Solutions
Tennessee
$26.2K +$26.2K +454 New
EI
318
Ellevest Inc
New York
$26.1K +$23.8K +413 +1,059%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K -$403 -7 -2%
TRCT
320
Tower Research Capital (TRC)
New York
$25K -$58.8K -1,034 -70%
CFGS
321
Concourse Financial Group Securities
Alabama
$23.9K -$3.87K -66 -14%
CA
322
Clearstead Advisors
Ohio
$20.7K -$346 -6 -2%
RWPA
323
Richard W. Paul & Associates
Michigan
$19.8K +$19.8K +343 New
OIA
324
Optimum Investment Advisors
Illinois
$19.3K -$288 -5 -1%
FWM
325
Focused Wealth Management
New York
$18.6K -$346 -6 -2%