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National Grid
NGG

Overview Fund Activity

404 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+8
Holders Change %
+2.02%
% of All Funds
6.37%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
164
Reduced
90
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$30.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$19.8M
4
Ameriprise
Ameriprise
Minnesota
+$16M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$14.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$92.9M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$15.9M
3
Optiver Holding
Optiver Holding
Netherlands
-$15.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.14M
5
HAI
Hennessy Advisors Inc
California
-$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$612K +$72.8K +1,131 +14%
GC
152
Guggenheim Capital
Illinois
$608K +$10K +156 +2%
BIA
153
Barry Investment Advisors
Massachusetts
$607K +$4.83K +75 +0.8%
JIC
154
Johnson Investment Counsel
Ohio
$600K +$40.4K +627 +7%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$579K +$8.24K +128 +1%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$574K +$43.8K +680 +8%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$566K +$566K +8,798 New
SFA
158
Sequoia Financial Advisors
Ohio
$556K +$34.9K +542 +7%
BL
159
Balentine LLC
Georgia
$551K +$62.6K +972 +13%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$536K +$102K +1,591 +24%
MPPW
161
Mitchell & Pahl Private Wealth
Oklahoma
$508K +$44.9K +697 +10%
IWM
162
IHT Wealth Management
Illinois
$502K +$7.98K +124 +2%
CB
163
Commerce Bank
Missouri
$500K – – –
KMWM
164
Keudell/Morrison Wealth Management
Oregon
$498K +$70.4K +1,094 +16%
MYIA
165
Mount Yale Investment Advisors
Colorado
$490K +$37.7K +585 +8%
PA
166
Profund Advisors
Maryland
$479K -$91.7K -1,424 -16%
HWAM
167
Hennion & Walsh Asset Management
New Jersey
$474K -$20.9K -324 -4%
IWC
168
Integrated Wealth Concepts
Massachusetts
$467K +$42.7K +663 +10%
ORC
169
O'Rourke & Company
Massachusetts
$467K – – –
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$461K +$44.9K +698 +11%
DWT
171
Dorsey & Whitney Trust
South Dakota
$458K +$92.3K +1,434 +25%
HSA
172
HBK Sorce Advisory
Pennsylvania
$457K +$17.8K +277 +4%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$453K – – –
QPW
174
Quantum Private Wealth
Florida
$451K – – –
BP
175
Ballentine Partners
Massachusetts
$443K +$176K +2,732 +66%
5 6
7
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