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National Grid

406 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $20.6M

80% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $2.01B → $2.19B (+$182M)

2% more funds holding

Funds holding: 398406 (+8)

0.04% more ownership

Funds ownership: 0.9%0.94% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
406
Holders Change
+8
Holders Change %
+2.01%
% of All Funds
6.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
164
Reduced
91
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
101
Albert D. Mason Inc
Massachusetts
$1.1M
VPIM
102
Vanguard Personalized Indexing Management
California
$1.1M +$149K +2,265 +15%
S
103
SignatureFD
Georgia
$1.1M +$63.5K +968 +6%
AMG
104
Advisors Management Group
Wisconsin
$1.1M -$24.1K -367 -2%
RBC
105
Romano Brothers & Co
Illinois
$1.08M -$21.6K -330 -2%
GBT
106
Grove Bank & Trust
Florida
$1.07M +$6.56K +100 +0.6%
RJT
107
Raymond James Trust
Florida
$1.07M +$72.4K +1,104 +7%
FTDI
108
First Trust Direct Indexing
Massachusetts
$1.07M -$96.5K -1,471 -8%
AssetMark Inc
109
AssetMark Inc
California
$1.02M +$380K +5,797 +56%
AAM
110
Advisors Asset Management
Colorado
$991K +$13.8K +210 +1%
PPC
111
Park Place Capital
Alabama
$966K +$42.2K +643 +4%
PAS
112
Park Avenue Securities
New York
$950K +$108K +1,644 +12%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$935K +$321K +4,900 +50%
RhumbLine Advisers
114
RhumbLine Advisers
Massachusetts
$925K +$956K +14,581 New
FCM
115
Fourpath Capital Management
Oklahoma
$913K +$121K +1,846 +15%
HJIM
116
Henry James International Management
New York
$912K +$70.1K +1,069 +8%
OC
117
Oppenheimer & Co
New York
$892K -$150K -2,282 -14%
Victory Capital Management
118
Victory Capital Management
Texas
$851K -$480K -7,323 -35%
QCM
119
Quantinno Capital Management
New York
$851K +$111K +1,689 +14%
LFA
120
LGT Financial Advisors
Texas
$845K +$518K +7,894 +146%
API
121
Advisor Partners II
California
$834K +$162K +2,463 +23%
YCM
122
Yousif Capital Management
Michigan
$828K +$2.89K +44 +0.3%
SC
123
Scotia Capital
Ontario, Canada
$823K -$55.4K -844 -6%
BCM
124
Barden Capital Management
Texas
$803K -$15.1K -230 -2%
State Street
125
State Street
Massachusetts
$803K

NGG Hedge Fund Activity: Q2 2023 in Review

406 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2023, worth a combined $2.19B — up 9.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NGG positions and 37 closed out — a net gain of 11 holders — while 164 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.7M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 406 institutional investors held National Grid (NGG) as of Q2 2023, up from 398 in Q1 2023.
  • Funds reported $2.19B of National Grid stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 48 funds opened new National Grid positions in Q2 2023 and 37 closed out, a net change of +11 holders.
  • The largest National Grid buyer in Q2 2023 was Fidelity Investments, an estimated $69.7M added.
  • The largest National Grid seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.