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National Grid

425 hedge funds and large institutions have $2.5B invested in National Grid in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+26
Holders Change %
+6.52%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
144
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
Mystic Asset Management
Rhode Island
$713K +$45.2K +695 +7%
WI
152
WrapManager Inc
California
$702K +$74.9K +1,152 +12%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$701K +$701K +10,777 New
Victory Capital Management
154
Victory Capital Management
Texas
$701K -$159K -2,446 -18%
GFA
155
Gallagher Fiduciary Advisors
Illinois
$688K -$49.5K -761 -7%
PA
156
Procyon Advisors
Connecticut
$683K -$90.7K -1,395 -12%
BHPW
157
Beverly Hills Private Wealth
California
$680K -$23.5K -361 -3%
VT
158
Vise Technologies
New York
$675K -$44.8K -690 -6%
JIC
159
Johnson Investment Counsel
Ohio
$652K +$46K +708 +8%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$640K -$5.52K -85 -0.9%
HH
161
Hilltop Holdings
Texas
$624K -$68.4K -1,053 -10%
MPPW
162
Mitchell & Pahl Private Wealth
Oklahoma
$618K +$7.93K +122 +1%
QCG
163
Quadrant Capital Group
Ohio
$587K +$130 +2 +0%
DWT
164
Dorsey & Whitney Trust
South Dakota
$582K -$25.5K -393 -4%
ASN
165
Advisory Services Network
Georgia
$573K +$204K +3,143 +55%
Citigroup
166
Citigroup
New York
$567K -$174K -2,683 -24%
BIA
167
Barry Investment Advisors
Massachusetts
$564K -$51.5K -779 -8%
MYIA
168
Mount Yale Investment Advisors
Colorado
$564K +$41.4K +637 +8%
Aberdeen Group
169
Aberdeen Group
United Kingdom
$551K -$102K -1,569 -16%
HAG
170
HighPoint Advisor Group
Illinois
$550K +$550K +8,469 New
SFA
171
Sequoia Financial Advisors
Ohio
$546K -$43.3K -667 -7%
KMWM
172
Keudell/Morrison Wealth Management
Oregon
$542K +$60.7K +934 +13%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$537K -$58.4K -899 -10%
BP
174
Ballentine Partners
Massachusetts
$532K +$94.2K +1,450 +22%
PA
175
Profund Advisors
Maryland
$527K +$70.7K +1,088 +15%