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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 %
DJSG
401
D.J. St. Germain
Massachusetts
$2.99K
FGA
402
Fortis Group Advisors
New Jersey
$2.99K +$1.5K +23 +100%
CT
403
Colonial Trust
South Carolina
$2.73K +$195 +3 +8%
KFI
404
Key Financial Inc
Pennsylvania
$2.45K
BIA
405
Bell Investment Advisors
California
$2.38K -$643 -10 -21%
TSWM
406
Tyler-Stone Wealth Management
Ohio
$2.38K
SWA
407
SOA Wealth Advisors
New York
$2.33K
AIC
408
Archer Investment Corporation
Indiana
$2.18K
BCM
409
Bourgeon Capital Management
Connecticut
$2.04K +$724 +11 +55%
CSB
410
City State Bank
Iowa
$2K
NRG
411
Nemes Rush Group
Michigan
$1.97K
Allspring Global Investments
412
Allspring Global Investments
North Carolina
$1.56K
JWM
413
Janiczek Wealth Management
Colorado
$1.38K
AWM
414
Avior Wealth Management
Nebraska
$1.36K
AT
415
Arlington Trust
Alabama
$1.22K +$1.22K +19 New
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K +$1.11K +17 New
HBW
417
Hazlett, Burt & Watson
West Virginia
$1K
TWD
418
True Wealth Design
Ohio
$884
FFA
419
Frazier Financial Advisors
Ohio
$884 +$884 +14 New
CAM
420
ClariVest Asset Management
California
$682 +$682 +10 New
AWM
421
Abound Wealth Management
Tennessee
$680 +$68 +1 +11%
NMG
422
New Millennium Group
Utah
$544
SVCP
423
Silicon Valley Capital Partners
California
$222
SS
424
Sunbelt Securities
Texas
$204
CJ
425
Caitlin John
Michigan
$138 +$138 +2 New