We are live on ! Find out more
NGG icon

National Grid

398 hedge funds and large institutions have $2.01B invested in National Grid in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 183 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $103M | Put options by funds: $39.5M

110% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 87

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

25% more capital invested

Capital invested by funds: $1.61B → $2.01B (+$397M)

2% more funds holding

Funds holding: 392398 (+6)

0.11% more ownership

Funds ownership: 0.79%0.9% (+0.11%)

Holders
398
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
183
Reduced
87
Closed
33
Calls
$103M
Puts
$39.5M
Net Calls
+$63.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BIC
51
Beach Investment Counsel
Pennsylvania
$3.81M
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$3.65M +$25.5K +426 +0.8%
AWM
53
AE Wealth Management
Kansas
$3.6M +$305K +5,098 +10%
DC
54
Davenport & Co
Virginia
$3.56M +$575K +9,589 +21%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$3.22M +$89.6K +1,495 +3%
SAM
56
Strategy Asset Managers
California
$3.02M +$403K +6,733 +17%
LCM
57
Logan Capital Management
Pennsylvania
$2.97M +$11.4K +191 +0.4%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$2.7M +$996K +16,616 +65%
AI
59
Atria Investments
North Carolina
$2.64M -$22.5K -375 -0.9%
Creative Planning
60
Creative Planning
Kansas
$2.64M +$125K +2,089 +5%
FBT
61
First Bank & Trust
South Dakota
$2.53M +$452K +7,537 +24%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.51M +$227K +3,780 +11%
FCB
63
First County Bank
Connecticut
$2.39M +$215K +3,590 +11%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$2.19M +$471K +7,859 +30%
MHI
65
Miller Howard Investments
New York
$2.13M +$51.3K +856 +3%
FB
66
Fulton Bank
Pennsylvania
$2.13M -$12.1K -202 -0.6%
US Bancorp
67
US Bancorp
Minnesota
$2.1M +$290K +4,840 +17%
JFL
68
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.07M -$46.4K -774 -2%
EI
69
Ethic Inc
New York
$2.06M +$121K +2,014 +7%
RCM
70
Raleigh Capital Management
North Carolina
$1.95M +$22.8K +380 +1%
ACM
71
Ategra Capital Management
Virginia
$1.91M +$63.2K +1,054 +4%
GHAM
72
Gilman Hill Asset Management
Connecticut
$1.87M +$66.2K +1,104 +4%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$1.74M +$172K +2,874 +12%
ECA
74
Elevated Capital Advisors
Utah
$1.74M +$10.4K +173 +0.6%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$1.72M +$242K +4,046 +18%