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National Grid

427 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, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% 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
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$10K
HWA
377
HHM Wealth Advisors
Tennessee
$9.72K
GI
378
Gradient Investments
Minnesota
$9.11K
CFD
379
Creative Financial Designs
Indiana
$8.7K
BWL
380
Bogart Wealth LLC
Virginia
$8.29K
IGWM
381
ICA Group Wealth Management
Colorado
$7.68K +$7.16K +120 New
AWM
382
Activest Wealth Management
Florida
$7.65K
OSNBOA
383
Old Second National Bank of Aurora
Illinois
$7.55K
PWA
384
Provenance Wealth Advisors
Florida
$7.48K +$6.33K +106 +964%
FMP
385
Financial Management Professionals
Texas
$7K +$60 +1 +0.9%
DAM
386
Delta Asset Management
Tennessee
$6.8K
CFO
387
CVA Family Office
Colorado
$6.66K +$6.21K +104 New
MFG
388
Mendota Financial Group
Wisconsin
$6.46K
LFA
389
Level Financial Advisors
New York
$6.46K
MIM
390
Macroview Investment Management
Maryland
$6.05K
BG
391
Bollard Group
Massachusetts
$6K
GKIM
392
GW&K Investment Management
Massachusetts
$6K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$5.92K +$1.01K +17 +23%
HWM
394
HighMark Wealth Management
Minnesota
$5.58K
FMTCOCP
395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
Jones Financial Companies
396
Jones Financial Companies
Missouri
$4.42K -$298 -5 -7%
SL
397
Salomon & Ludwin
Virginia
$4.18K
FCA
398
FinTrust Capital Advisors
South Carolina
$3.74K -$4.36K -73 -56%
CAS
399
Coppell Advisory Solutions
Texas
$3.33K +$3.1K +52 New
NSG
400
Nalls Sherbakoff Group
Tennessee
$3.2K