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National Grid

406 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, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $20.6M

80% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $2.01B → $2.19B (+$182M)

2% more funds holding

Funds holding: 398406 (+8)

0.04% more ownership

Funds ownership: 0.9%0.94% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
406
Holders Change
+8
Holders Change %
+2.01%
% 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
91
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$612K +$75.2K +1,147 +14%
GC
152
Guggenheim Capital
Illinois
$608K +$10.4K +158 +2%
BIA
153
Barry Investment Advisors
Massachusetts
$607K +$4.99K +76 +0.8%
JIC
154
Johnson Investment Counsel
Ohio
$600K +$41.7K +636 +7%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$579K +$8.53K +130 +1%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$574K +$45.3K +690 +8%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$566K +$585K +8,925 New
SFA
158
Sequoia Financial Advisors
Ohio
$556K +$36K +549 +7%
BL
159
Balentine LLC
Georgia
$551K +$64.7K +986 +13%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$536K +$106K +1,613 +24%
MPPW
161
Mitchell & Pahl Private Wealth
Oklahoma
$508K +$46.3K +706 +10%
IWM
162
IHT Wealth Management
Illinois
$502K +$8.27K +126 +2%
CB
163
Commerce Bank
Missouri
$500K
KMWM
164
Keudell/Morrison Wealth Management
Oregon
$498K +$72.7K +1,109 +16%
MYIA
165
Mount Yale Investment Advisors
Colorado
$490K +$39K +594 +8%
PA
166
Profund Advisors
Maryland
$479K -$94.7K -1,444 -16%
HWAM
167
Hennion & Walsh Asset Management
New Jersey
$474K -$21.6K -329 -4%
IWC
168
Integrated Wealth Concepts
Massachusetts
$467K +$44.1K +672 +10%
ORC
169
O'Rourke & Company
Massachusetts
$467K
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$461K +$46.4K +708 +11%
DWT
171
Dorsey & Whitney Trust
South Dakota
$458K +$95.4K +1,454 +25%
HSA
172
HBK Sorce Advisory
Pennsylvania
$457K +$18.4K +281 +4%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$453K
QPW
174
Quantum Private Wealth
Florida
$451K
BP
175
Ballentine Partners
Massachusetts
$443K +$182K +2,772 +66%

NGG Hedge Fund Activity: Q2 2023 in Review

406 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2023, worth a combined $2.19B — up 9.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NGG positions and 37 closed out — a net gain of 11 holders — while 164 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.7M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 406 institutional investors held National Grid (NGG) as of Q2 2023, up from 398 in Q1 2023.
  • Funds reported $2.19B of National Grid stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 48 funds opened new National Grid positions in Q2 2023 and 37 closed out, a net change of +11 holders.
  • The largest National Grid buyer in Q2 2023 was Fidelity Investments, an estimated $69.7M added.
  • The largest National Grid seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.