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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
CGH
51
Crossmark Global Holdings
Texas
$4.69M +$252K +3,981 +6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$4.57M -$190K -2,998 -4%
DC
53
Davenport & Co
Virginia
$4.48M -$324K -5,126 -7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$4.48M -$66.7K -1,054 -1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$4.43M +$208K +3,290 +5%
PAI
56
Pittenger & Anderson Inc
Nebraska
$4.29M – – –
Osaic Holdings
57
Osaic Holdings
Arizona
$4.25M -$1.07M -16,881 -20%
AI
58
Atria Investments
North Carolina
$4.18M +$667K +10,539 +19%
TPCW
59
TD Private Client Wealth
New York
$4.09M -$653K -10,319 -14%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$4.02M -$698K -11,036 -15%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$3.84M +$3.77M +59,662 New
QCM
62
Quantinno Capital Management
New York
$3.81M +$996K +15,750 +36%
Creative Planning
63
Creative Planning
Kansas
$3.75M +$461K +7,292 +14%
PCG
64
Prosperity Consulting Group
Maryland
$3.71M +$3.65M +57,745 New
FBT
65
First Bank & Trust
South Dakota
$3.68M +$107K +1,688 +3%
BIC
66
Beach Investment Counsel
Pennsylvania
$3.61M +$10.1K +159 +0.3%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$3.52M -$116K -1,832 -3%
OPA
68
Old Port Advisors
Maine
$3.49M -$37.3K -590 -1%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$3.42M -$7.07M -111,820 -69%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$3.41M -$56.7K -896 -2%
SSA
71
Schonfeld Strategic Advisors
New York
$3.38M +$3.33M +52,635 New
EI
72
Ethic Inc
New York
$3.09M +$305K +4,824 +11%
Cerity Partners
73
Cerity Partners
New York
$3.05M +$1.47M +23,197 +96%
CA
74
Cetera Advisors
Colorado
$2.9M +$2.48M +39,157 +650%
SAM
75
Strategy Asset Managers
California
$2.89M -$98.4K -1,556 -3%
1 2
3
4 5

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.