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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.75M -$37.1K -621 -0.8%
TPCW
52
TD Private Client Wealth
New York
$4.74M -$186K -3,116 -4%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$4.72M +$395K +6,612 +10%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$4.53M -$108K -1,815 -3%
M&T Bank
55
M&T Bank
New York
$4.45M -$47.9K -803 -1%
CGH
56
Crossmark Global Holdings
Texas
$4.42M -$144K -2,416 -3%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$4.35M +$957K +16,035 +31%
PAI
58
Pittenger & Anderson Inc
Nebraska
$4.27M
Bank of New York Mellon
59
Bank of New York Mellon
New York
$4.2M -$3.87M -64,823 -50%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$4.07M +$507K +8,485 +15%
Jane Street
61
Jane Street
New York
$3.93M +$1.21M +20,284 +49%
AWM
62
AE Wealth Management
Kansas
$3.84M +$1.96M +32,855 +119%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$3.62M -$45K -754 -1%
BIC
64
Beach Investment Counsel
Pennsylvania
$3.6M -$266K -4,457 -7%
FBT
65
First Bank & Trust
South Dakota
$3.56M +$420K +7,027 +14%
OPA
66
Old Port Advisors
Maine
$3.51M -$82.7K -1,385 -2%
AI
67
Atria Investments
North Carolina
$3.49M +$245K +4,104 +8%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$3.45M -$226K -3,792 -7%
Creative Planning
69
Creative Planning
Kansas
$3.27M -$29.7K -498 -1%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$3.26M +$217K +3,636 +8%
LCM
71
Logan Capital Management
Pennsylvania
$3.13M +$99.8K +1,671 +4%
SAM
72
Strategy Asset Managers
California
$2.98M +$55.8K +934 +2%
QCM
73
Quantinno Capital Management
New York
$2.79M +$945K +15,832 +57%
HighTower Advisors
74
HighTower Advisors
Illinois
$2.77M -$458K -7,664 -15%
EI
75
Ethic Inc
New York
$2.77M -$11.8K -197 -0.5%