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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
326
SYSTM Wealth Solutions
Illinois
$70.5K +$3.61K +57 +5%
IA
327
IFP Advisors
Florida
$68.2K -$16.7K -264 -20%
TRCT
328
Tower Research Capital (TRC)
New York
$64.3K -$62.6K -990 -50%
HI
329
Harbour Investments
Wisconsin
$59.8K -$17.2K -272 -23%
CIA
330
Cape Investment Advisory
Georgia
$59.7K +$46.1K +728 +362%
BGAI
331
Bruce G. Allen Investments
Colorado
$58.6K -$10.8K -170 -16%
UB
332
UMB Bank
Missouri
$56.4K – – –
PAM
333
Paradigm Asset Management
New York
$55.7K – – –
BF
334
BOK Financial
Oklahoma
$55.4K -$18K -285 -25%
WT
335
Washington Trust
Rhode Island
$53.9K – – –
PFA
336
Pathway Financial Advisers
Indiana
$52.6K +$759 +12 +1%
CTC
337
Cetera Trust Company
Minnesota
$51.2K – – –
HNB
338
Huntington National Bank
Ohio
$50.7K +$17K +268 +52%
GWM
339
Geneos Wealth Management
Colorado
$50.3K – – –
CHA
340
Carmichael Hill & Associates
Maryland
$49.8K – – –
APC
341
Aspire Private Capital
North Carolina
$49.5K +$190 +3 +0.4%
FDCP
342
Foster Dykema Cabot & Partners
Massachusetts
$47.2K +$46.4K +734 New
CT
343
Cambridge Trust
Massachusetts
$47K -$6.14K -97 -12%
GCM
344
Gables Capital Management
Florida
$44.4K – – –
WAM
345
WFA Asset Management
Wisconsin
$41.7K +$506 +8 +1%
MHR
346
Matthew Hamilton Rosenberg
$41.6K – – –
CMP
347
Coston McIsaac & Partners
Maine
$39K – – –
TWC
348
TD Waterhouse Canada
Ontario, Canada
$37.3K -$2.66K -42 -7%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$35.9K +$35.5K +561 New
CFGS
350
Concourse Financial Group Securities
Alabama
$35.7K – – –
12 13
14
15 16

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.