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National Grid
NGG

Overview Fund Activity

425 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, 144 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+26
Holders Change %
+6.52%
% 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
144
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$256M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$200M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$102M
5
Bank of America
5
Bank of America
North Carolina
$236M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$4.87M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$226M
3
Goldman Sachs
3
Goldman Sachs
New York
$112M
4
Invesco
4
Invesco
Georgia
$37.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
126
Park Place Capital
Alabama
$952K +$715 +11 +0.1%
SS
127
Simplicity Solutions
Minnesota
$941K +$132K +2,038 +16%
BFG
128
Bleakley Financial Group
New Jersey
$941K +$132K +2,038 +16%
JWM
129
Jeppson Wealth Management
California
$915K +$915K +14,075 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$912K -$2.24M -34,417 -71%
HJIM
131
Henry James International Management
New York
$897K -$51K -785 -5%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$889K -$1.26M -19,403 -59%
BCM
133
Barden Capital Management
Texas
$869K +$123K +2,107 +17%
BL
134
Balentine LLC
Georgia
$861K +$122K +1,879 +17%
PAG
135
Private Advisor Group
New Jersey
$833K +$49.5K +762 +6%
Point72 Asset Management
136
Point72 Asset Management
Connecticut
$829K +$829K +12,763 New
YCM
137
Yousif Capital Management
Michigan
$824K – – –
ATC
138
Argent Trust Co
Tennessee
$814K -$5.52K -85 -0.7%
SI
139
Stephens Inc
Arkansas
$805K +$8.64K +133 +1%
SC
140
Scotia Capital
Ontario, Canada
$801K -$47.4K -730 -6%
BPA
141
Beacon Pointe Advisors
California
$797K -$48K -739 -6%
State Street
142
State Street
Massachusetts
$797K – – –
SIS
143
Susquehanna International Securities
Ireland
$785K +$785K +12,085 New
LOIM
144
Liberty One Investment Management
Illinois
$767K -$38.7K -596 -5%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$756K +$34.1K +525 +5%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$754K +$31.9K +491 +4%
HA
147
Herold Advisors
New York
$753K +$43K +661 +6%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$749K +$14.6K +225 +2%
PT
149
Plimoth Trust
Massachusetts
$738K +$3.38K +52 +0.5%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$731K -$1.17M -17,984 -62%
4 5
6
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