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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
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.8M -$1.7M -26,855 -10%
BBL
27
Beck Bode LLC
Massachusetts
$11M +$742K +11,722 +7%
GCAC
28
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.8M -$143K -2,258 -1%
HAI
29
Hennessy Advisors Inc
California
$10.8M -$396K -6,261 -4%
American Century Companies
30
American Century Companies
Missouri
$10.5M +$727K +11,489 +8%
PC
31
PointState Capital
New York
$10.3M +$10.1M +159,456 New
GF
32
Gabelli Funds
New York
$10.2M – – –
UBS Group
33
UBS Group
Switzerland
$10.1M +$34.4K +544 +0.3%
ZB
34
Zions Bancorporation
Utah
$8.89M +$196K +3,095 +2%
QCM
35
QRG Capital Management
Illinois
$8.61M +$3.45M +54,524 +69%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.26M -$662K -10,473 -8%
CIBC Asset Management
37
CIBC Asset Management
Ontario, Canada
$7.16M +$58.6K +927 +0.8%
ClearBridge Investments
38
ClearBridge Investments
New York
$6.74M +$103K +1,632 +2%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$6.73M +$1.81M +28,594 +38%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.57M +$2.45M +38,736 +61%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.53M -$184K -2,904 -3%
Corient Private Wealth
42
Corient Private Wealth
Florida
$6.32M -$151K -2,393 -2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$6.15M +$2.83M +44,752 +88%
MHI
44
Miller Howard Investments
New York
$6.11M -$268K -4,242 -4%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$6.05M +$781K +12,345 +15%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$5.99M +$479K +7,567 +9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.89M +$337K +5,333 +6%
AAS
48
Avantax Advisory Services
Texas
$5.72M +$7.02K +111 +0.1%
MKA
49
M. Kulyk & Associates
Georgia
$5.23M -$3.55M -56,068 -41%
M&T Bank
50
M&T Bank
New York
$4.69M +$217K +3,426 +5%
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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.