We are live on ! Find out more
NGG icon

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
RhumbLine Advisers
126
RhumbLine Advisers
Massachusetts
$1.05M +$96.4K +1,524 +10%
BFG
127
Bleakley Financial Group
New Jersey
$1.03M +$87.4K +1,382 +9%
SW
128
Simplicity Wealth
New Jersey
$1.03M +$1.02M +16,049 New
AAM
129
Advisors Asset Management
Colorado
$1M -$18.9K -299 -2%
FCM
130
Fourpath Capital Management
Oklahoma
$1M -$65.3K -1,032 -6%
RBC
131
Romano Brothers & Co
Illinois
$998K -$49.1K -776 -5%
BCI
132
Brinker Capital Investments
Pennsylvania
$989K -$74.1K -1,172 -7%
OPS
133
Orion Portfolio Solutions
Nebraska
$989K -$74.1K -1,172 -7%
SA
134
SpiderRock Advisors
Delaware
$937K +$936K +14,795 New
JWM
135
Jeppson Wealth Management
California
$919K +$1.33K +21 +0.1%
AC
136
AXQ Capital
New Jersey
$911K +$896K +14,168 New
BCM
137
Barden Capital Management
Texas
$902K -$65K -1,027 -7%
Citadel Advisors
138
Citadel Advisors
Florida
$879K -$6.36M -100,490 -88%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$862K -$28.8K -456 -3%
BL
140
Balentine LLC
Georgia
$848K -$15.4K -244 -2%
YCM
141
Yousif Capital Management
Michigan
$834K +$6.71K +106 +0.8%
ATC
142
Argent Trust Co
Tennessee
$816K – – –
PPC
143
Park Place Capital
Alabama
$812K -$141K -2,226 -15%
BPA
144
Beacon Pointe Advisors
California
$810K +$9.24K +146 +1%
SGI
145
Summit Global Investments
Utah
$807K -$242K -3,827 -23%
SC
146
Scotia Capital
Ontario, Canada
$799K -$4.3K -68 -0.5%
State Street
147
State Street
Massachusetts
$786K – – –
William Blair & Company
148
William Blair & Company
Illinois
$772K -$386K -6,103 -34%
BHPW
149
Beverly Hills Private Wealth
California
$758K +$75.1K +1,187 +11%
HA
150
Herold Advisors
New York
$757K +$1.46K +23 +0.2%
4 5
6
7 8

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.