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National Grid
NGG

Overview Fund Activity

399 hedge funds and large institutions have $2.05B invested in National Grid in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 37 closing their positions.

Holders
399
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
38
Increased
156
Reduced
123
Closed
37
Calls
$34.1M
Puts
$11.6M
Net Calls
+$22.5M
Net Calls Change
-$8.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$100M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.7M
3
Invesco
3
Invesco
Georgia
$39.1M
4
BBL
4
Beck Bode LLC
Massachusetts
$8.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$165M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$80.9M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$5.27M
5
Bank of America
5
Bank of America
North Carolina
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
376
LGT Financial Advisors
Texas
$2.55K 44 -13,085 -100%
CT
377
Colonial Trust
South Carolina
$2.33K 39 – –
KFI
378
Key Financial Inc
Pennsylvania
$2.18K 38 – –
MA
379
MCF Advisors
Kentucky
$2.18K 38 +38 New
WWP
380
WR Wealth Planners
Missouri
$2.12K 37 +37 New
SWA
381
SOA Wealth Advisors
New York
$2.08K 36 +1 +3%
CSB
382
City State Bank
Iowa
$2K 27 – –
TSWM
383
Tyler-Stone Wealth Management
Ohio
$2K 37 – –
AIC
384
Archer Investment Corporation
Indiana
$1.94K 33 – –
NRG
385
Nemes Rush Group
Michigan
$1.76K 30 – –
Allspring Global Investments
386
Allspring Global Investments
North Carolina
$1.39K 24 – –
FGA
387
Fortis Group Advisors
New Jersey
$1.33K 23 +23 New
JWM
388
Janiczek Wealth Management
Colorado
$1.21K 21 – –
AWM
389
Avior Wealth Management
Nebraska
$1.21K 21 – –
BCM
390
Bourgeon Capital Management
Connecticut
$1.15K 20 +20 New
HBW
391
Hazlett, Burt & Watson
West Virginia
$1K 22 +22 New
TWD
392
True Wealth Design
Ohio
$789 14 – –
PWA
393
Provenance Wealth Advisors
Florida
$606 10 +10 New
AWM
394
Abound Wealth Management
Tennessee
$546 9 – –
NMG
395
New Millennium Group
Utah
$485 8 -28 -78%
CIA
396
Cape Investment Advisory
Georgia
$251 4 – –
SVCP
397
Silicon Valley Capital Partners
California
$198 3 +3 New
SS
398
Sunbelt Securities
Texas
$182 3 – –
VAS
399
Vestmark Advisory Solutions
Massachusetts
– – -8,993 Closed
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
– – -8,331 Closed
14 15
16
17 18