We are live on ! Find out more
NGG icon

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
IA
301
IFP Advisors
Florida
$84.9K -$16.4K -274 -17%
HDIM
302
Hanson & Doremus Investment Management
Vermont
$84K -$17.4K -292 -18%
SWM
303
Spire Wealth Management
Virginia
$82K -$22.3K -374 -22%
HI
304
Harbour Investments
Wisconsin
$77.1K
BTI
305
Blue Trust Inc
Georgia
$75K +$5.31K +89 +7%
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
$74.8K
BF
307
BOK Financial
Oklahoma
$73.8K +$1.61K +27 +2%
CB
308
Community Bank
New York
$73K
BGAI
309
Bruce G. Allen Investments
Colorado
$69.3K +$64.6K +1,082 New
PTC
310
Private Trust Company
Ohio
$69.1K +$895 +15 +1%
SPIA
311
Steward Partners Investment Advisory
New York
$67.2K -$65.3K -1,094 -51%
SWS
312
SYSTM Wealth Solutions
Illinois
$66.9K +$62K +1,039 New
EWA
313
EverSource Wealth Advisors
Alabama
$60.8K +$15.6K +262 +38%
GI
314
GAMMA Investing
California
$58.6K +$55K +921 New
GAMC
315
Garner Asset Management Corp
Texas
$58.4K +$57K +954 New
ETC
316
Exchange Traded Concepts
Oklahoma
$58.2K
UB
317
UMB Bank
Missouri
$56.2K +$9.73K +163 +23%
PAM
318
Paradigm Asset Management
New York
$55.5K -$30.4K -509 -37%
GFL
319
Granite FO LLC
New Hampshire
$54.7K
WT
320
Washington Trust
Rhode Island
$53.7K
CT
321
Cambridge Trust
Massachusetts
$53K +$5.79K +97 +13%
PS
322
Planned Solutions
California
$52.7K +$49.1K +822 New
PFA
323
Pathway Financial Advisers
Indiana
$51.6K
CTC
324
Cetera Trust Company
Minnesota
$51K +$47.5K +796 New
GWM
325
Geneos Wealth Management
Colorado
$50.1K -$144K -2,413 -76%