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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
126
First Trust Direct Indexing
Massachusetts
$1.2M +$81.9K +1,336 +8%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$1.14M -$34.5K -563 -3%
VA
128
Vident Advisory
Georgia
$1.13M +$491K +8,006 +87%
S
129
SimplyRich
California
$1.13M +$188K +3,061 +22%
ADMI
130
Albert D. Mason Inc
Massachusetts
$1.12M -$3.37K -55 -0.3%
ANTB
131
AMG National Trust Bank
Colorado
$1.12M +$1.05M +17,085 New
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$1.09M +$238K +3,885 +31%
AMG
133
Advisors Management Group
Wisconsin
$1.07M +$1.66K +27 +0.2%
IB
134
Intrust Bank
Kansas
$1.07M -$14.8K -242 -1%
ACGA
135
Atlanta Consulting Group Advisors
Georgia
$1.06M +$994K +16,216 New
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$1.05M -$4.04K -66 -0.4%
BPA
137
Beacon Pointe Advisors
California
$1.03M -$6.37K -104 -0.7%
AAM
138
Advisors Asset Management
Colorado
$1.02M +$18.3K +299 +2%
FCM
139
Fourpath Capital Management
Oklahoma
$1.02M +$21.6K +352 +2%
BCM
140
Barden Capital Management
Texas
$1.01M +$50.6K +825 +6%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$980K +$123K +2,004 +16%
RBC
142
Romano Brothers & Co
Illinois
$970K -$27.6K -451 -3%
Walleye Capital
143
Walleye Capital
New York
$962K +$898K +14,646 New
Calamos Advisors
144
Calamos Advisors
Illinois
$948K -$166K -2,711 -16%
Millennium Management
145
Millennium Management
New York
$910K -$716K -11,677 -46%
Two Sigma Advisers
146
Two Sigma Advisers
New York
$857K +$800K +13,053 New
SC
147
Scotia Capital
Ontario, Canada
$854K +$6.37K +104 +0.8%
IWM
148
IHT Wealth Management
Illinois
$854K +$333K +5,441 +72%
PI
149
PFG Investments
New York
$834K -$89.8K -1,466 -10%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$826K +$207K +3,383 +37%

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.