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National Grid

425 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, 144 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+26
Holders Change %
+6.52%
% 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
144
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
APC
326
Aspire Private Capital
North Carolina
$49.2K -$455 -7 -0.9%
GWS
327
Glassman Wealth Services
Virginia
$47.5K +$8K +123 +20%
GCM
328
Gables Capital Management
Florida
$44.3K
MHR
329
Matthew Hamilton Rosenberg
$41.7K +$7.93K +122 +23%
WAM
330
WFA Asset Management
Wisconsin
$41.1K
TWC
331
TD Waterhouse Canada
Ontario, Canada
$39.4K
CMP
332
Coston McIsaac & Partners
Maine
$39K
CFGS
333
Concourse Financial Group Securities
Alabama
$36.3K -$5.56K -84 -13%
HF
334
Halpern Financial
Virginia
$35.4K
BWM
335
Baystate Wealth Management
Massachusetts
$33.8K
HNB
336
Huntington National Bank
Ohio
$33.3K +$3.9K +60 +13%
WAG
337
Wiser Advisor Group
Arizona
$30.2K +$30.2K +464 New
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K
CAM
339
Creekmur Asset Management
Illinois
$29K +$29K +446 New
GEA
340
Glen Eagle Advisors
New Jersey
$28.3K
FFA
341
Farther Finance Advisors
California
$26.7K +$10.6K +163 +66%
FWA
342
FSC Wealth Advisors
New York
$25.8K
JWA
343
JFS Wealth Advisors
Pennsylvania
$24.4K -$260 -4 -1%
RWPA
344
Richard W. Paul & Associates
Michigan
$23.7K -$1.43K -22 -6%
CA
345
Clearstead Advisors
Ohio
$23.3K -$23.3K -359 -50%
FWM
346
Focused Wealth Management
New York
$21.9K
OIA
347
Optimum Investment Advisors
Illinois
$21.8K
TC
348
Trust Company
Kansas
$19.8K +$19.8K +304 New
FP
349
Financial Perspectives
Minnesota
$19.2K
RIL
350
Rothschild Investment LLC
Illinois
$19.2K +$19.2K +295 New