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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
VCA
101
Verdence Capital Advisors
Maryland
$1.57M +$111K +1,749 +8%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$1.54M -$2.78M -43,955 -65%
KAS
103
Kestra Advisory Services
Texas
$1.49M +$264K +4,167 +22%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$1.4M +$632K +9,991 +85%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$1.37M +$1.35M +21,337 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.33M +$411K +6,495 +46%
MCCP
107
Mission Creek Capital Partners
California
$1.31M -$376K -5,944 -23%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$1.3M -$140K -2,206 -10%
S
109
SignatureFD
Georgia
$1.26M +$123K +1,937 +11%
RPCONE
110
Retirement Planning Company of New England
Rhode Island
$1.24M -$160K -2,525 -12%
RJT
111
Raymond James Trust
Florida
$1.19M +$36.9K +584 +3%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$1.19M -$46.5K -735 -4%
IB
113
Intrust Bank
Kansas
$1.19M +$48.2K +762 +4%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$1.18M +$1.16M +18,383 New
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$1.17M +$407K +6,441 +55%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$1.15M +$71.4K +1,128 +7%
LWL
117
Leo Wealth LLC
Texas
$1.14M -$288K -4,545 -20%
S
118
SimplyRich
California
$1.13M +$5.69K +90 +0.5%
SC
119
Syon Capital
California
$1.12M -$715K -11,302 -39%
HCMT
120
Highland Capital Management (Tennessee)
Tennessee
$1.12M – – –
ADMI
121
Albert D. Mason Inc
Massachusetts
$1.11M +$63 +1 +0%
NW
122
Naviter Wealth
Arkansas
$1.11M +$79K +1,249 +8%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$1.11M +$125K +1,981 +13%
Calamos Advisors
124
Calamos Advisors
Illinois
$1.11M -$108K -1,713 -9%
AMG
125
Advisors Management Group
Wisconsin
$1.06M -$17.5K -277 -2%
3 4
5
6 7

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.