National Grid
401 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, 124 reducing their positions, and 37 closing their positions.
194% more call options, than puts
Call options by funds: $34.1M | Put options by funds: $11.6M
26% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 124
3% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 37
0.03% more ownership
Funds ownership: 0.94% → 0.97% (+0.03%)
1% less funds holding
Funds holding: 406 → 401 (-5)
6% less capital invested
Capital invested by funds: $2.19B → $2.05B (-$140M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.4M |
| 4 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$9.25M |
| 5 |
Morgan Stanley
New York
|
+$7.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.42M |
| 2 |
Renaissance Technologies
New York
|
-$7.97M |
| 3 |
JP Morgan Chase
New York
|
-$5.04M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$2.44M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
NGG Hedge Fund Activity: Q3 2023 in Review
401 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2023, worth a combined $2.05B — down 6.4% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NGG positions and 37 closed out — a net gain of 1 holder — while 156 added to existing stakes and 124 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.4M. The largest seller was Federated Hermes, cutting an estimated $9.42M.
- 401 institutional investors held National Grid (NGG) as of Q3 2023, down from 406 in Q2 2023.
- Funds reported $2.05B of National Grid stock for Q3 2023, down 6.4% quarter-over-quarter.
- 38 funds opened new National Grid positions in Q3 2023 and 37 closed out, a net change of +1 holder.
- The largest National Grid buyer in Q3 2023 was Fidelity Investments, an estimated $20.4M added.
- The largest National Grid seller in Q3 2023 was Federated Hermes, an estimated $9.42M sold.
Based on aggregated 13F filings for Q3 2023.