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National Grid

392 hedge funds and large institutions have $1.61B invested in National Grid in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 110 increasing their positions, 206 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $36M | Put options by funds: $15.5M

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$201M)

10% more funds holding

Funds holding: 356392 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.81%0.79% (-0.01%)

47% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 206

Holders
392
Holders Change
+36
Holders Change %
+10.11%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
110
Reduced
206
Closed
31
Calls
$36M
Puts
$15.5M
Net Calls
+$20.5M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
151
Verition Fund Management
Connecticut
$527K -$671K -12,558 -58%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$515K +$144K +2,700 +42%
GC
153
Guggenheim Capital
Illinois
$500K -$237K -4,435 -34%
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
$494K +$465K +8,692 New
API
155
Advisor Partners II
California
$473K -$154K -2,883 -26%
PA
156
Profund Advisors
Maryland
$472K +$67.9K +1,270 +18%
SFA
157
Sequoia Financial Advisors
Ohio
$466K +$205K +3,844 +88%
IA
158
IFP Advisors
Florida
$462K +$232K +4,348 +96%
CB
159
Commerce Bank
Missouri
$455K +$7.75K +145 +2%
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$452K +$146K +2,722 +52%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$452K +$33.3K +623 +9%
VT
162
Vise Technologies
New York
$445K +$81.9K +1,532 +24%
ORC
163
O'Rourke & Company
Massachusetts
$433K +$7.86K +147 +2%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$427K -$1.27M -23,700 -76%
Simplex Trading
165
Simplex Trading
Illinois
$421K -$892K -16,681 -69%
QCG
166
Quadrant Capital Group
Ohio
$419K +$75.9K +1,420 +24%
QPW
167
Quantum Private Wealth
Florida
$416K +$391K +7,313 New
TAM
168
Todd Asset Management
Kentucky
$411K -$482K -9,022 -56%
IWM
169
IHT Wealth Management
Illinois
$410K -$30.9K -578 -7%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$406K -$10.4K -194 -3%
MPPW
171
Mitchell & Pahl Private Wealth
Oklahoma
$403K +$67.6K +1,265 +22%
ATC
172
Argent Trust Co
Tennessee
$403K -$120K -2,242 -24%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$398K -$570K -10,672 -60%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$395K +$125K +2,337 +51%
KMWM
175
Keudell/Morrison Wealth Management
Oregon
$395K -$14.1K -264 -4%

NGG Hedge Fund Activity: Q4 2022 in Review

392 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2022, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NGG positions and 31 closed out — a net gain of 40 holders — while 110 added to existing stakes and 206 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $16.6M. The largest seller was Renaissance Technologies, cutting an estimated $23.4M.

  • 392 institutional investors held National Grid (NGG) as of Q4 2022, up from 356 in Q3 2022.
  • Funds reported $1.61B of National Grid stock for Q4 2022, up 14% quarter-over-quarter.
  • 71 funds opened new National Grid positions in Q4 2022 and 31 closed out, a net change of +40 holders.
  • The largest National Grid buyer in Q4 2022 was Natixis Advisors, an estimated $16.6M added.
  • The largest National Grid seller in Q4 2022 was Renaissance Technologies, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2022.