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National Grid

399 hedge funds and large institutions have $2.05B invested in National Grid in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
38
Increased
156
Reduced
123
Closed
37
Calls
$34.1M
Puts
$11.6M
Net Calls
+$22.5M
Net Calls Change
-$8.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$645K +$291K +5,020 +82%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$644K +$83.5K +1,440 +15%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$643K +$126K +2,178 +24%
VT
154
Vise Technologies
New York
$642K -$26.4K -456 -4%
HA
155
Herold Advisors
New York
$633K +$7.53K +130 +1%
BHPW
156
Beverly Hills Private Wealth
California
$627K -$617K -10,646 -50%
SC
157
Syon Capital
California
$619K +$619K +10,685 New
HH
158
Hilltop Holdings
Texas
$618K +$30.8K +532 +5%
MAM
159
Mystic Asset Management
Rhode Island
$595K +$2.09K +36 +0.4%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$582K -$97K -1,674 -14%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$576K +$240K +4,137 +71%
WI
162
WrapManager Inc
California
$559K -$58.8K -1,014 -10%
MPPW
163
Mitchell & Pahl Private Wealth
Oklahoma
$544K +$86.8K +1,497 +19%
DWT
164
Dorsey & Whitney Trust
South Dakota
$542K +$129K +2,232 +31%
JIC
165
Johnson Investment Counsel
Ohio
$540K
BIA
166
Barry Investment Advisors
Massachusetts
$539K -$7.01K -121 -1%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$531K -$19.4K -335 -4%
SFA
168
Sequoia Financial Advisors
Ohio
$525K +$24.7K +427 +5%
QCG
169
Quadrant Capital Group
Ohio
$523K -$46.4K -800 -8%
MYIA
170
Mount Yale Investment Advisors
Colorado
$466K +$24.2K +417 +5%
IWM
171
IHT Wealth Management
Illinois
$465K +$13.6K +234 +3%
FA
172
FDx Advisors
Illinois
$456K -$159K -2,749 -26%
CB
173
Commerce Bank
Missouri
$448K -$2.14K -37 -0.5%
LNC
174
Lincoln National Corp
Pennsylvania
$430K +$212K +3,659 +97%
KMWM
175
Keudell/Morrison Wealth Management
Oregon
$429K -$19.7K -340 -4%