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National Grid

396 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
Holders
396
Holders Change
+6
Holders Change %
+1.54%
% 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
Shares
Change %
AIP
326
Ahrens Investment Partners
Louisiana
$25.6K +$25.6K +394 New
RWPA
327
Richard W. Paul & Associates
Michigan
$23.5K +$1.23K +19 +6%
CA
328
Clearstead Advisors
Ohio
$23.3K
OIA
329
Optimum Investment Advisors
Illinois
$21.8K
FWM
330
Focused Wealth Management
New York
$21.3K +$261 +4 +1%
RFA
331
Resurgent Financial Advisors
Georgia
$20.3K -$166K -2,555 -89%
AA
332
Addison Advisors
Vermont
$19.1K
NFSG
333
Newbridge Financial Services Group
Florida
$18.8K -$23.8K -366 -56%
BBHC
334
Brown Brothers Harriman & Co
New York
$18.7K
AT
335
Avalon Trust
New Mexico
$17.3K +$17.3K +267 New
POIA
336
Pin Oak Investment Advisors
Texas
$16K
SWM
337
Sugarloaf Wealth Management
Georgia
$15.9K
CNBTD
338
Citizens National Bank Trust Department
Mississippi
$14.9K
SIC
339
Salem Investment Counselors
North Carolina
$14.7K +$14.7K +226 New
GFWA
340
Grey Fox Wealth Advisors
Delaware
$13.9K
TF
341
TimeScale Financial
Massachusetts
$13.8K +$130 +2 +0.9%
AA
342
Ancora Advisors
Ohio
$13.6K
RA
343
Rise Advisors
New York
$13.5K -$3.13K -48 -19%
SIS
344
Sound Income Strategies
Florida
$13.5K
ST
345
Sageworth Trust
Pennsylvania
$12.7K +$12.7K +196 New
CWC
346
Carolinas Wealth Consulting
North Carolina
$12.4K -$8 -5 -0.1%
ME
347
McIlrath & Eck
Washington
$12.4K
ST
348
Smithfield Trust
Pennsylvania
$12K
HPC
349
HM Payson & Co
Maine
$11.9K
VCM
350
Versant Capital Management
Arizona
$11.7K +$11.7K +180 New