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National Grid

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: 427451 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HF
351
Halpern Financial
Virginia
$35.2K
FFA
352
Farther Finance Advisors
California
$32.9K +$6.26K +99 +24%
GEA
353
Glen Eagle Advisors
New Jersey
$32.5K +$4.05K +64 +15%
MG
354
Mather Group
Illinois
$32.2K +$31.8K +503 New
ME
355
McIlrath & Eck
Washington
$31.1K +$12.3K +194 +67%
WAG
356
Wiser Advisor Group
Arizona
$30.1K -$316 -5 -1%
Bessemer Group
357
Bessemer Group
New Jersey
$29K +$28.4K +449 New
RFS
358
Richardson Financial Services
Massachusetts
$28.4K +$27.9K +441 New
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K -$1.26K -20 -4%
JWA
360
JFS Wealth Advisors
Pennsylvania
$27.8K +$3.23K +51 +13%
HT
361
Headlands Technologies
Illinois
$27.3K +$26.8K +424 New
FWA
362
FSC Wealth Advisors
New York
$25.9K -$63 -1 -0.2%
RFG
363
RFP Financial Group
Georgia
$25K +$13.4K +212 +120%
CA
364
Clearstead Advisors
Ohio
$24.3K
RIL
365
Rothschild Investment LLC
Illinois
$24.1K +$4.87K +77 +26%
RWPA
366
Richard W. Paul & Associates
Michigan
$23.8K
OIA
367
Optimum Investment Advisors
Illinois
$21.8K
OP
368
ORG Partners
Indiana
$21.6K +$21.3K +337 New
RA
369
Rise Advisors
New York
$20.9K +$20.6K +325 New
Axa
370
Axa
France
$20.5K +$2.59K +41 +15%
TC
371
Trust Company
Kansas
$19.9K
BBHC
372
Brown Brothers Harriman & Co
New York
$18.8K
AA
373
Addison Advisors
Vermont
$18.3K +$6.51K +103 +57%
First Manhattan
374
First Manhattan
New York
$18.2K -$190 -3 -1%
AT
375
Avalon Trust
New Mexico
$17.4K

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.