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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
VPIM
101
Vanguard Personalized Indexing Management
California
$1.33M +$150K +2,510 +14%
GBT
102
Grove Bank & Trust
Florida
$1.24M +$34.4K +576 +3%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$1.23M -$14.3K -239 -1%
KAS
104
Kestra Advisory Services
Texas
$1.22M -$25.9K -434 -2%
Calamos Advisors
105
Calamos Advisors
Illinois
$1.22M -$62.3K -1,043 -5%
PAS
106
Park Avenue Securities
New York
$1.17M +$113K +1,885 +12%
William Blair & Company
107
William Blair & Company
Illinois
$1.16M +$29.4K +492 +3%
RJT
108
Raymond James Trust
Florida
$1.15M +$96.5K +1,616 +10%
S
109
SignatureFD
Georgia
$1.13M -$37.6K -630 -3%
IB
110
Intrust Bank
Kansas
$1.13M +$18.3K +306 +2%
S
111
SimplyRich
California
$1.12M -$3.4K -57 -0.3%
HCMT
112
Highland Capital Management (Tennessee)
Tennessee
$1.11M -$3.16K -53 -0.3%
ADMI
113
Albert D. Mason Inc
Massachusetts
$1.11M -$1.73K -29 -0.2%
BCI
114
Brinker Capital Investments
Pennsylvania
$1.08M -$455K -7,629 -32%
OPS
115
Orion Portfolio Solutions
Nebraska
$1.08M -$455K -7,629 -32%
AMG
116
Advisors Management Group
Wisconsin
$1.08M -$14.5K -243 -1%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$1.07M +$1,000K +16,750 New
FCM
118
Fourpath Capital Management
Oklahoma
$1.07M +$135K +2,266 +16%
SGI
119
Summit Global Investments
Utah
$1.05M +$978K +16,379 New
NW
120
Naviter Wealth
Arkansas
$1.04M +$220K +3,685 +30%
RBC
121
Romano Brothers & Co
Illinois
$1.04M -$45.3K -758 -4%
AAM
122
Advisors Asset Management
Colorado
$1.02M -$12.4K -208 -1%
Prudential Financial
123
Prudential Financial
New Jersey
$991K +$10.6K +177 +1%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$982K +$726K +12,160 +384%
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$953K +$17.9K +299 +2%