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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
GCAC
26
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.9M +$32.3K +492 +0.3%
HAI
27
Hennessy Advisors Inc
California
$11.4M -$5.32M -81,075 -31%
GF
28
Gabelli Funds
New York
$10.5M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$10.1M +$260K +3,967 +3%
UBS Group
30
UBS Group
Switzerland
$9.79M +$504K +7,682 +5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$9.27M -$1.44M -21,945 -13%
CIBC Asset Management
32
CIBC Asset Management
Ontario, Canada
$8.92M -$225K -3,435 -2%
MKA
33
M. Kulyk & Associates
Georgia
$8.48M -$413K -6,298 -4%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$8.41M +$2.29M +34,869 +36%
American Century Companies
35
American Century Companies
Missouri
$8.22M +$1.19M +18,155 +16%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.56M -$16.5M -251,204 -68%
ZB
37
Zions Bancorporation
Utah
$6.79M +$911K +13,891 +15%
ClearBridge Investments
38
ClearBridge Investments
New York
$6.46M -$381K -5,803 -5%
Corient Private Wealth
39
Corient Private Wealth
Florida
$6.33M -$35.8K -546 -0.5%
MML Investors Services
40
MML Investors Services
Massachusetts
$5.65M +$942K +14,359 +19%
MHI
41
Miller Howard Investments
New York
$5.43M +$3.43M +52,263 +157%
AAS
42
Avantax Advisory Services
Texas
$5.38M -$111K -1,694 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$5.29M +$78.8K +1,201 +1%
TPCW
44
TD Private Client Wealth
New York
$5.1M +$508K +7,739 +11%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$4.78M +$64.8K +988 +1%
CGH
46
Crossmark Global Holdings
Texas
$4.69M +$263K +4,015 +6%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.66M +$704K +10,732 +17%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.56M +$472K +7,191 +11%
M&T Bank
49
M&T Bank
New York
$4.41M -$1.18K -18 -0%
DC
50
Davenport & Co
Virginia
$4.35M +$852K +12,994 +23%

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.