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National Grid

398 hedge funds and large institutions have $2.01B invested in National Grid in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 183 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $103M | Put options by funds: $39.5M

110% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 87

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

25% more capital invested

Capital invested by funds: $1.61B → $2.01B (+$397M)

2% more funds holding

Funds holding: 392398 (+6)

0.11% more ownership

Funds ownership: 0.79%0.9% (+0.11%)

Holders
398
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
183
Reduced
87
Closed
33
Calls
$103M
Puts
$39.5M
Net Calls
+$63.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QPW
176
Quantum Private Wealth
Florida
$455K -$12.8K -213 -3%
Group One Trading
177
Group One Trading
Illinois
$446K +$402K +6,710 +2,631%
HSA
178
HBK Sorce Advisory
Pennsylvania
$443K -$396K -6,608 -49%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$437K -$41.8K -697 -9%
KMWM
180
Keudell/Morrison Wealth Management
Oregon
$432K -$12.7K -212 -3%
IWC
181
Integrated Wealth Concepts
Massachusetts
$429K +$401K +6,689 New
Lazard Asset Management
182
Lazard Asset Management
New York
$424K -$9.95K -166 -2%
TCMP
183
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$13.8K +231 +4%
WA
184
Wealthstar Advisors
Texas
$415K -$360 -6 -0.1%
Charles Schwab
185
Charles Schwab
California
$413K +$387K +6,452 New
GWM
186
GSB Wealth Management
Connecticut
$411K -$326K -5,438 -46%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$407K +$12.2K +203 +3%
JWBC
188
J.W. Burns & Co
New York
$403K
MWM
189
Meridian Wealth Management
Kentucky
$400K +$719 +12 +0.2%
BCA
190
Bay Colony Advisors
Massachusetts
$393K -$6.47K -108 -2%
Fisher Asset Management
191
Fisher Asset Management
Washington
$391K +$36.8K +614 +11%
JIC
192
Joel Isaacson & Co
New York
$390K
FIM
193
Freedom Investment Management
Connecticut
$374K +$15.3K +256 +5%
CFG
194
Carr Financial Group
Massachusetts
$373K
ECM
195
Evergreen Capital Management
Washington
$373K +$53.8K +898 +18%
HC
196
Henshaw Capital
Massachusetts
$372K
DWT
197
Dorsey & Whitney Trust
South Dakota
$370K +$1.86K +31 +0.5%
Citigroup
198
Citigroup
New York
$354K -$5.93K -99 -2%
CG
199
Caprock Group
Idaho
$351K +$119K +1,988 +57%
RA
200
RFG Advisory
Alabama
$350K