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National Grid

396 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
Holders
396
Holders Change
+6
Holders Change %
+1.54%
% 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
Shares
Change %
QPW
176
Quantum Private Wealth
Florida
$455K -$13.6K -209 -3%
Group One Trading
177
Group One Trading
Illinois
$446K +$430K +6,615 +2,635%
HSA
178
HBK Sorce Advisory
Pennsylvania
$443K -$423K -6,514 -49%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$437K -$44.6K -688 -9%
KMWM
180
Keudell/Morrison Wealth Management
Oregon
$432K -$13.6K -210 -3%
IWC
181
Integrated Wealth Concepts
Massachusetts
$429K +$429K +6,594 New
Lazard Asset Management
182
Lazard Asset Management
New York
$424K -$10.6K -164 -2%
TCMP
183
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$14.7K +228 +4%
WA
184
Wealthstar Advisors
Texas
$415K -$453 -7 -0.1%
Charles Schwab
185
Charles Schwab
California
$413K +$413K +6,361 New
GWM
186
GSB Wealth Management
Connecticut
$411K -$348K -5,361 -46%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$407K +$13.1K +201 +3%
JWBC
188
J.W. Burns & Co
New York
$403K
MWM
189
Meridian Wealth Management
Kentucky
$400K +$715 +11 +0.2%
BCA
190
Bay Colony Advisors
Massachusetts
$393K -$6.9K -107 -2%
Fisher Asset Management
191
Fisher Asset Management
Washington
$391K +$39.3K +604 +11%
JIC
192
Joel Isaacson & Co
New York
$390K
FIM
193
Freedom Investment Management
Connecticut
$374K +$16.4K +252 +5%
CFG
194
Carr Financial Group
Massachusetts
$373K
ECM
195
Evergreen Capital Management
Washington
$373K +$57.5K +885 +18%
DWT
196
Dorsey & Whitney Trust
South Dakota
$370K +$1.95K +30 +0.5%
Citigroup
197
Citigroup
New York
$354K -$6.43K -99 -2%
CG
198
Caprock Group
Idaho
$351K +$127K +1,959 +57%
RA
199
RFG Advisory
Alabama
$350K
LFA
200
LGT Financial Advisors
Texas
$347K +$347K +5,347 New