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National Grid

427 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, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% 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
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$518K -$3.88K -65 -0.8%
FTUS
177
Flow Traders U.S.
New York
$516K +$481K +8,049 New
FA
178
FDx Advisors
Illinois
$502K -$8.06K -135 -2%
CB
179
Commerce Bank
Missouri
$488K -$12.7K -213 -3%
Fisher Asset Management
180
Fisher Asset Management
Washington
$484K +$86.7K +1,453 +24%
ORC
181
O'Rourke & Company
Massachusetts
$480K +$5.97K +100 +1%
IWC
182
Integrated Wealth Concepts
Massachusetts
$471K +$46.9K +785 +12%
Balyasny Asset Management
183
Balyasny Asset Management
Illinois
$464K +$105K +1,765 +32%
SCA
184
Snowden Capital Advisors
New York
$462K +$96.8K +1,621 +29%
HSA
185
HBK Sorce Advisory
Pennsylvania
$460K +$20.6K +345 +5%
QPW
186
Quantum Private Wealth
Florida
$455K
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$454K -$1.13K -19 -0.3%
GC
188
Guggenheim Capital
Illinois
$447K +$58.9K +986 +16%
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$442K -$22.8K -382 -5%
DWG
190
Darden Wealth Group
Michigan
$438K +$401K +6,724 New
GT
191
Glenmede Trust
Pennsylvania
$437K +$97.1K +1,627 +31%
LF
192
Lantz Financial
Illinois
$411K +$36.3K +608 +10%
IAS
193
Insigneo Advisory Services
Florida
$410K +$85.5K +1,433 +29%
CG
194
Caprock Group
Idaho
$405K +$49.8K +834 +15%
HC
195
Henshaw Capital
Massachusetts
$403K +$39.1K +655 +12%
OL
196
Optas LLC
Texas
$398K -$24.2K -405 -6%
TCMP
197
Thrive Capital Management (Pennsylvania)
Pennsylvania
$394K -$65.2K -1,092 -15%
GWM
198
GSB Wealth Management
Connecticut
$392K -$14.2K -238 -4%
JIC
199
Joel Isaacson & Co
New York
$390K
XT
200
XTX Topco
Cayman Islands
$389K +$362K +6,068 New