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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$824K -$33.6K -548 -4%
ACM
152
Aquatic Capital Management
Illinois
$822K +$767K +12,522 New
BCI
153
Brinker Capital Investments
Pennsylvania
$804K +$138K +2,252 +23%
OPS
154
Orion Portfolio Solutions
Nebraska
$804K +$138K +2,252 +23%
SFA
155
Sequoia Financial Advisors
Ohio
$793K +$78.1K +1,275 +12%
SC
156
Syon Capital
California
$793K -$126K -2,048 -14%
YCM
157
Yousif Capital Management
Michigan
$790K -$40K -652 -5%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$780K
BFG
159
Bleakley Financial Group
New Jersey
$776K +$77.1K +1,258 +12%
State Street
160
State Street
Massachusetts
$767K -$33.1K -540 -4%
JWM
161
Jeppson Wealth Management
California
$761K -$4.41K -72 -0.6%
ATC
162
Argent Trust Co
Tennessee
$759K -$2.39K -39 -0.3%
MPPW
163
Mitchell & Pahl Private Wealth
Oklahoma
$758K +$65K +1,060 +10%
HA
164
Herold Advisors
New York
$757K +$5.03K +82 +0.7%
Fisher Asset Management
165
Fisher Asset Management
Washington
$757K -$58.2K -950 -8%
Citigroup
166
Citigroup
New York
$756K +$195K +3,177 +38%
PS
167
Principal Securities
Iowa
$751K +$99.9K +1,630 +17%
LOIM
168
Liberty One Investment Management
Illinois
$738K -$4.11K -67 -0.6%
TAM
169
Todd Asset Management
Kentucky
$720K
SI
170
Stephens Inc
Arkansas
$712K -$18K -294 -3%
MAM
171
Mystic Asset Management
Rhode Island
$706K -$1.16K -19 -0.2%
PT
172
Plimoth Trust
Massachusetts
$697K -$44.6K -727 -6%
GFA
173
Gallagher Fiduciary Advisors
Illinois
$688K -$78.8K -1,286 -11%
NW
174
NewEdge Wealth
Pennsylvania
$677K +$44.2K +722 +8%
William Blair & Company
175
William Blair & Company
Illinois
$669K -$96.3K -1,571 -13%

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.