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National Grid

398 hedge funds and large institutions have $2.01B invested in National Grid in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 183 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $103M | Put options by funds: $39.5M

110% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 87

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

25% more capital invested

Capital invested by funds: $1.61B → $2.01B (+$397M)

2% more funds holding

Funds holding: 392398 (+6)

0.11% more ownership

Funds ownership: 0.79%0.9% (+0.11%)

Holders
398
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
183
Reduced
87
Closed
33
Calls
$103M
Puts
$39.5M
Net Calls
+$63.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
326
Glassman Wealth Services
Virginia
$30.9K -$959 -16 -3%
MHR
327
Matthew Hamilton Rosenberg
$29.7K -$19.5K -326 -41%
AIP
328
Ahrens Investment Partners
Louisiana
$25.6K +$24K +400 New
RWPA
329
Richard W. Paul & Associates
Michigan
$23.5K +$1.14K +19 +5%
CA
330
Clearstead Advisors
Ohio
$23.3K
OIA
331
Optimum Investment Advisors
Illinois
$21.8K
FWM
332
Focused Wealth Management
New York
$21.3K +$240 +4 +1%
RFA
333
Resurgent Financial Advisors
Georgia
$20.3K -$155K -2,592 -89%
AA
334
Addison Advisors
Vermont
$19.1K
NFSG
335
Newbridge Financial Services Group
Florida
$18.8K -$22.2K -371 -56%
BBHC
336
Brown Brothers Harriman & Co
New York
$18.7K
AT
337
Avalon Trust
New Mexico
$17.3K +$16.2K +271 New
POIA
338
Pin Oak Investment Advisors
Texas
$16K
SWM
339
Sugarloaf Wealth Management
Georgia
$15.9K
CNBTD
340
Citizens National Bank Trust Department
Mississippi
$14.9K
SIC
341
Salem Investment Counselors
North Carolina
$14.7K +$13.7K +229 New
GFWA
342
Grey Fox Wealth Advisors
Delaware
$13.9K
TF
343
TimeScale Financial
Massachusetts
$13.8K +$120 +2 +0.9%
AA
344
Ancora Advisors
Ohio
$13.6K
RA
345
Rise Advisors
New York
$13.5K -$2.94K -49 -19%
SIS
346
Sound Income Strategies
Florida
$13.5K
ST
347
Sageworth Trust
Pennsylvania
$12.7K +$11.9K +198 New
CWC
348
Carolinas Wealth Consulting
North Carolina
$12.4K -$300 -5 -0.1%
ME
349
McIlrath & Eck
Washington
$12.4K
ST
350
Smithfield Trust
Pennsylvania
$12K