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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 %
GI
376
Gradient Investments
Minnesota
$9.11K
CFD
377
Creative Financial Designs
Indiana
$8.7K
BWL
378
Bogart Wealth LLC
Virginia
$8.3K
IGWM
379
ICA Group Wealth Management
Colorado
$7.68K +$7.68K +118 New
AWM
380
Activest Wealth Management
Florida
$7.65K
OSNBOA
381
Old Second National Bank of Aurora
Illinois
$7.55K
PWA
382
Provenance Wealth Advisors
Florida
$7.48K +$6.83K +105 +1,050%
FMP
383
Financial Management Professionals
Texas
$7K +$65 +1 +0.9%
DAM
384
Delta Asset Management
Tennessee
$6.8K
CFO
385
CVA Family Office
Colorado
$6.66K +$6.66K +103 New
MFG
386
Mendota Financial Group
Wisconsin
$6.46K
LFA
387
Level Financial Advisors
New York
$6.46K
MIM
388
Macroview Investment Management
Maryland
$6.05K
BG
389
Bollard Group
Massachusetts
$6K
GKIM
390
GW&K Investment Management
Massachusetts
$6K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$5.92K +$1.11K +17 +23%
HWM
392
HighMark Wealth Management
Minnesota
$5.58K
FMTCOCP
393
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
Jones Financial Companies
394
Jones Financial Companies
Missouri
$4.42K -$325 -5 -7%
SL
395
Salomon & Ludwin
Virginia
$4.18K
FCA
396
FinTrust Capital Advisors
South Carolina
$3.74K -$4.58K -71 -55%
CAS
397
Coppell Advisory Solutions
Texas
$3.33K +$3.33K +51 New
NSG
398
Nalls Sherbakoff Group
Tennessee
$3.2K
T
399
Tidemark
California
$3.2K +$3.2K +49 New
PA
400
PSI Advisors
Florida
$3.06K