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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
176
Wedbush Securities
California
$553K +$245K +3,872 +82%
Aberdeen Group
177
Aberdeen Group
United Kingdom
$553K – – –
IWC
178
Integrated Wealth Concepts
Massachusetts
$548K +$74.1K +1,171 +16%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$546K -$94.7K -1,497 -15%
SCA
180
Snowden Capital Advisors
New York
$543K +$77.5K +1,225 +17%
KMWM
181
Keudell/Morrison Wealth Management
Oregon
$540K -$3.42K -54 -0.6%
AWM
182
AE Wealth Management
Kansas
$537K -$3.3M -52,213 -86%
SWP
183
Significant Wealth Partners
Illinois
$536K +$528K +8,345 New
HH
184
Hilltop Holdings
Texas
$536K -$89.3K -1,411 -14%
HAG
185
HighPoint Advisor Group
Illinois
$531K -$39.5K -625 -7%
WI
186
WrapManager Inc
California
$531K -$171K -2,699 -25%
BIA
187
Barry Investment Advisors
Massachusetts
$530K -$26.1K -412 -5%
IWM
188
IHT Wealth Management
Illinois
$529K +$9.62K +152 +2%
VWM
189
Venturi Wealth Management
Texas
$527K +$519K +8,197 New
FA
190
FDx Advisors
Illinois
$488K -$16.1K -254 -3%
LNC
191
Lincoln National Corp
Pennsylvania
$485K +$126K +1,994 +36%
ORC
192
O'Rourke & Company
Massachusetts
$482K +$696 +11 +0.1%
CB
193
Commerce Bank
Missouri
$481K -$8.41K -133 -2%
TD Asset Management
194
TD Asset Management
Ontario, Canada
$477K +$141K +2,225 +43%
PA
195
Profund Advisors
Maryland
$464K -$64K -1,011 -12%
UCFA
196
United Capital Financial Advisors
Texas
$463K +$120K +1,890 +36%
LF
197
Lantz Financial
Illinois
$459K +$45.4K +718 +11%
QPW
198
Quantum Private Wealth
Florida
$456K – – –
CG
199
Caprock Group
Idaho
$454K +$52.9K +837 +13%
GT
200
Glenmede Trust
Pennsylvania
$454K +$15K +237 +3%
6 7
8
9 10

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.