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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
HAI
26
Hennessy Advisors Inc
California
$11.2M -$513K -8,595 -5%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$10.6M -$207K -3,473 -2%
BBL
28
Beck Bode LLC
Massachusetts
$10.2M +$392K +6,559 +4%
GF
29
Gabelli Funds
New York
$10.2M -$393K -6,580 -4%
UBS Group
30
UBS Group
Switzerland
$10M +$142K +2,373 +2%
American Century Companies
31
American Century Companies
Missouri
$9.7M +$600K +10,053 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.91M -$320K -5,353 -4%
MKA
33
M. Kulyk & Associates
Georgia
$8.8M +$8.42K +141 +0.1%
ZB
34
Zions Bancorporation
Utah
$8.66M +$1.28M +21,363 +19%
Citadel Advisors
35
Citadel Advisors
Florida
$7.31M +$6.82M +114,158 New
CIBC Asset Management
36
CIBC Asset Management
Ontario, Canada
$7.07M -$256K -4,296 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$6.7M +$865K +14,492 +16%
ClearBridge Investments
38
ClearBridge Investments
New York
$6.61M +$77.5K +1,298 +1%
Corient Private Wealth
39
Corient Private Wealth
Florida
$6.45M +$66.3K +1,110 +1%
MHI
40
Miller Howard Investments
New York
$6.36M +$728K +12,195 +14%
Jennison Associates
41
Jennison Associates
New York
$6.12M +$5.71M +95,571 New
EFH
42
Eaton Financial Holdings
Florida
$5.97M -$331K -5,551 -6%
AAS
43
Avantax Advisory Services
Texas
$5.69M -$110K -1,837 -2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$5.52M +$650K +10,883 +14%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$5.49M -$391K -6,557 -7%
Osaic Holdings
46
Osaic Holdings
Arizona
$5.32M -$1.76M -29,444 -26%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$5.24M +$303K +5,082 +7%
QCM
48
QRG Capital Management
Illinois
$5.09M +$1.29M +21,616 +37%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$4.87M -$19.8M -332,470 -81%
DC
50
Davenport & Co
Virginia
$4.79M +$264K +4,417 +6%