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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
401
Private Ocean
California
$7.23K +$7.08K +112 New
GI
402
Gradient Investments
Minnesota
$6.89K -$2.21K -35 -25%
SIC
403
Salem Investment Counselors
North Carolina
$6.82K -$7.78K -123 -54%
DAM
404
Delta Asset Management
Tennessee
$6.82K – – –
BL
405
BFSG LLC
California
$6.82K +$6.71K +106 New
CFO
406
CVA Family Office
Colorado
$6.69K – – –
MFG
407
Mendota Financial Group
Wisconsin
$6.48K – – –
MIM
408
Macroview Investment Management
Maryland
$6.07K – – –
BG
409
Bollard Group
Massachusetts
$6K +$127 +2 +2%
WWP
410
WR Wealth Planners
Missouri
$5.73K +$5.63K +89 New
HIA
411
Harbor Investment Advisory
Maryland
$5.7K +$5.63K +89 New
HWM
412
HighMark Wealth Management
Minnesota
$5.7K +$127 +2 +2%
PFBT
413
Parkside Financial Bank & Trust
Missouri
$5.25K -$633 -10 -11%
FMTCOCP
414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
T
415
Tidemark
California
$4.91K +$1.65K +26 +52%
SL
416
Salomon & Ludwin
Virginia
$4.71K – – –
BIA
417
Bell Investment Advisors
California
$4.03K +$1.65K +26 +70%
FCA
418
FinTrust Capital Advisors
South Carolina
$3.75K – – –
OLVIG
419
Oliver Lagore Vanvalin Investment Group
Michigan
$3.55K +$3.48K +55 New
HNB
420
Hilltop National Bank
Wyoming
$3.48K +$3.42K +54 New
FRA
421
Front Row Advisors
California
$3.21K +$3.16K +50 New
PA
422
PSI Advisors
Florida
$3.07K – – –
DJSG
423
D.J. St. Germain
Massachusetts
$3K – – –
CSC
424
Caldwell Sutter Capital
California
$2.73K +$2.66K +42 New
CT
425
Colonial Trust
South Carolina
$2.65K -$63 -1 -2%
15 16
17
18 19

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.