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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$17M -$1.41M -23,076 -8%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$14.4M +$10.5M +171,066 +351%
HAI
28
Hennessy Advisors Inc
California
$14.2M +$2.75M +44,888 +26%
ClearBridge Investments
29
ClearBridge Investments
New York
$12.4M +$5.39M +87,890 +87%
AIM
30
Ausbil Investment Management
Australia
$12.4M +$58.3M +950,768 New
GCAC
31
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.9M +$14.3K +234 +0.1%
UBS Group
32
UBS Group
Switzerland
$11.8M -$71.7K -1,170 -0.6%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$11.4M +$10.7M +173,790 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11.1M +$702K +11,451 +7%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$10.5M -$8.13M -132,648 -45%
American Century Companies
36
American Century Companies
Missouri
$9.77M +$390K +6,365 +4%
GF
37
Gabelli Funds
New York
$9.47M -$234K -3,821 -3%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$9.43M +$6.58M +107,418 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$9.21M +$8.6M +140,325 New
ZB
40
Zions Bancorporation
Utah
$8.65M -$193K -3,144 -2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$8.61M +$190K +3,101 +2%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$8.09M -$318K -5,183 -4%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$7.77M +$2.48M +40,455 +52%
MIF
44
Mediolanum International Funds
Ireland
$7.56M +$35.5M +579,119 New
CGH
45
Crossmark Global Holdings
Texas
$7.34M +$2.65M +43,169 +63%
AAS
46
Avantax Advisory Services
Texas
$6.96M +$704K +11,491 +12%
Corient Private Wealth
47
Corient Private Wealth
Florida
$6.75M +$98.9K +1,614 +2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.43M +$157K +2,561 +3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.32M +$128K +2,083 +2%
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$6.29M -$301K -4,917 -5%

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.