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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
PA
301
Parallel Advisors
California
$215K +$46.3K +755 +30%
NS
302
NBC Securities
Alabama
$215K -$26.3K -429 -12%
PP
303
PDS Planning
Ohio
$214K +$200K +3,261 New
IC
304
IEQ Capital
California
$209K +$196K +3,191 New
SMA
305
Sage Mountain Advisors
Georgia
$209K +$195K +3,180 New
MW
306
Marcum Wealth
Ohio
$209K +$195K +3,179 New
OFS
307
Orrstown Financial Services
Pennsylvania
$208K +$194K +3,169 New
VFA
308
Valeo Financial Advisors
Indiana
$205K +$191K +3,124 New
CCA
309
Checchi Capital Advisers
California
$204K +$190K +3,102 New
VFA
310
Voya Financial Advisors
Connecticut
$202K +$189K +3,080 New
WFI
311
West Family Investments
California
$202K +$188K +3,073 New
FW
312
FullCircle Wealth
Texas
$201K -$20.3K -331 -9%
SCP
313
Sivia Capital Partners
California
$201K +$188K +3,060 New
CC
314
Callan Capital
California
$201K +$187K +3,058 New
AF
315
Allworth Financial
California
$190K -$17K -277 -9%
SPIA
316
Steward Partners Investment Advisory
New York
$184K +$43.7K +713 +34%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$178K +$116K +1,898 +234%
IWA
318
Icon Wealth Advisors
Texas
$153K -$2.27K -37 -2%
CWP
319
Concord Wealth Partners
Virginia
$143K +$13.4K +219 +11%
TFA
320
Transamerica Financial Advisors
Florida
$141K +$132K +2,147 +214,700%
HFM
321
Hartford Financial Management
Connecticut
$139K
BONH
322
Bank of New Hampshire
New Hampshire
$135K
MRCM
323
M&R Capital Management
New Jersey
$128K -$9.74K -159 -8%
New York State Common Retirement Fund
324
New York State Common Retirement Fund
New York
$128K +$120K +1,954 New
SCM
325
Sterling Capital Management
North Carolina
$124K +$115K +1,883 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.