We are live on ! Find out more
NGG icon

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
T
401
Tidemark
California
$3.2K +$2.98K +50 New
PA
402
PSI Advisors
Florida
$3.06K
DJSG
403
D.J. St. Germain
Massachusetts
$2.99K
FGA
404
Fortis Group Advisors
New Jersey
$2.99K +$1.43K +24 +104%
CT
405
Colonial Trust
South Carolina
$2.73K +$179 +3 +8%
KFI
406
Key Financial Inc
Pennsylvania
$2.45K
BIA
407
Bell Investment Advisors
California
$2.38K -$657 -11 -23%
TSWM
408
Tyler-Stone Wealth Management
Ohio
$2.38K
SWA
409
SOA Wealth Advisors
New York
$2.33K
AIC
410
Archer Investment Corporation
Indiana
$2.18K
BCM
411
Bourgeon Capital Management
Connecticut
$2.04K +$716 +12 +60%
CSB
412
City State Bank
Iowa
$2K
NRG
413
Nemes Rush Group
Michigan
$1.97K
Allspring Global Investments
414
Allspring Global Investments
North Carolina
$1.56K
JWM
415
Janiczek Wealth Management
Colorado
$1.38K
AWM
416
Avior Wealth Management
Nebraska
$1.36K
AT
417
Arlington Trust
Alabama
$1.22K +$1.13K +19 New
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K +$1.01K +17 New
HBW
419
Hazlett, Burt & Watson
West Virginia
$1K
TWD
420
True Wealth Design
Ohio
$884
FFA
421
Frazier Financial Advisors
Ohio
$884 +$836 +14 New
CAM
422
ClariVest Asset Management
California
$682 +$657 +11 New
AWM
423
Abound Wealth Management
Tennessee
$680 +$60 +1 +10%
NMG
424
New Millennium Group
Utah
$544
SVCP
425
Silicon Valley Capital Partners
California
$222