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National Grid

406 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $20.6M

80% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $2.01B → $2.19B (+$182M)

2% more funds holding

Funds holding: 398406 (+8)

0.04% more ownership

Funds ownership: 0.9%0.94% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
406
Holders Change
+8
Holders Change %
+2.01%
% of All Funds
6.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
164
Reduced
91
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Abound Wealth Management
Tennessee
$606 +$656 +10 New
CPG
402
Cornerstone Planning Group
New Jersey
$606 +$656 +10 New
CIA
403
Cape Investment Advisory
Georgia
$269 +$262 +4 New
SS
404
Sunbelt Securities
Texas
$202
Comerica Bank
405
Comerica Bank
Texas
$19 +$119K +1,817 New
Optiver Holding
406
Optiver Holding
Netherlands
-$16.3M -248,315 Closed
Verition Fund Management
407
Verition Fund Management
Connecticut
-$4.86M -75,865 Closed
JMPWA
408
JP Morgan Private Wealth Advisors
California
-$2.7M -42,065 Closed
E
409
Ergoteles
New York
-$1.11M -17,326 Closed
FGA
410
Fortis Group Advisors
New Jersey
-$1.09M -16,093 Closed
MCC
411
Money Concepts Capital
Florida
-$980K -15,205 Closed
RMDI
412
R.M. Davis Inc
Maine
-$954K -14,890 Closed
SSG
413
Summit Securities Group
New York
-$833K -13,006 Closed
Voloridge Investment Management
414
Voloridge Investment Management
Florida
-$787K -12,284 Closed
AT
415
Arden Trust
Delaware
-$669K -10,437 Closed
CFAM
416
Center For Asset Management
Florida
-$620K -9,682 Closed
OMC
417
Old Mission Capital
Illinois
-$610K -9,525 Closed
CSS
418
Cubist Systematic Strategies
Connecticut
-$585K -9,126 Closed
YIH
419
Y-Intercept (HK)
Hong Kong
-$505K -7,879 Closed
WA
420
Wealthstar Advisors
Texas
-$415K -6,516 Closed
PIC
421
Portland Investment Counsel
Ontario, Canada
-$272K -4,245 Closed
BRWA
422
B. Riley Wealth Advisors
Florida
-$267K -4,172 Closed
VFA
423
Valeo Financial Advisors
Indiana
-$256K -4,002 Closed
Vontobel Holding
424
Vontobel Holding
Switzerland
-$255K -3,973 Closed
SRC
425
Sage Rhino Capital
California
-$222K -3,461 Closed

NGG Hedge Fund Activity: Q2 2023 in Review

406 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2023, worth a combined $2.19B — up 9.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NGG positions and 37 closed out — a net gain of 11 holders — while 164 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.7M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 406 institutional investors held National Grid (NGG) as of Q2 2023, up from 398 in Q1 2023.
  • Funds reported $2.19B of National Grid stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 48 funds opened new National Grid positions in Q2 2023 and 37 closed out, a net change of +11 holders.
  • The largest National Grid buyer in Q2 2023 was Fidelity Investments, an estimated $69.7M added.
  • The largest National Grid seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.