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National Grid

392 hedge funds and large institutions have $1.61B invested in National Grid in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 110 increasing their positions, 206 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $36M | Put options by funds: $15.5M

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$201M)

10% more funds holding

Funds holding: 356392 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.81%0.79% (-0.01%)

47% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 206

Holders
392
Holders Change
+36
Holders Change %
+10.11%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
110
Reduced
206
Closed
31
Calls
$36M
Puts
$15.5M
Net Calls
+$20.5M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$288K +$183K +3,417 +207%
ECM
202
Evergreen Capital Management
Washington
$284K +$263K +4,924 New
GCM
203
Gallacher Capital Management
Colorado
$283K +$266K +4,977 New
BP
204
Ballentine Partners
Massachusetts
$280K -$72.7K -1,360 -22%
B
205
Bailard
California
$276K -$52.4K -981 -17%
CAM
206
Cozad Asset Management
Illinois
$275K -$4.38K -82 -2%
SS
207
Simplicity Solutions
Minnesota
$274K +$16.3K +304 +7%
SPC
208
Sigma Planning Corp
Michigan
$273K -$8.98K -168 -3%
RB
209
Renasant Bank
Mississippi
$267K -$9.84K -184 -4%
CCM
210
Coldstream Capital Management
Washington
$266K +$250K +4,684 New
SIC
211
Samalin Investment Counsel
New York
$265K -$4.17K -78 -2%
ASN
212
Advisory Services Network
Georgia
$262K -$107K -2,001 -30%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$259K -$87.8K -1,643 -26%
LF
214
Lantz Financial
Illinois
$257K +$2.46K +46 +1%
MYIA
215
Mount Yale Investment Advisors
Colorado
$257K -$108K -2,023 -31%
Brown Advisory
216
Brown Advisory
Maryland
$256K +$241K +4,505 New
HCP
217
Hexagon Capital Partners
Arkansas
$256K +$26.4K +494 +12%
DP
218
Dearborn Partners
Illinois
$253K -$2.67K -50 -1%
SCA
219
Snowden Capital Advisors
New York
$253K +$10.3K +193 +5%
PIC
220
Portland Investment Counsel
Ontario, Canada
$253K -$50.1K -938 -17%
MFA
221
Mayflower Financial Advisors
Massachusetts
$249K -$2.14K -40 -0.9%
CCIA
222
Campbell & Co Investment Adviser
Maryland
$248K +$233K +4,368 New
BLC
223
Brown, Lisle/Cummings
Rhode Island
$245K +$12K +224 +5%
MC
224
Moors & Cabot
Massachusetts
$243K -$21.3K -398 -9%
IRC
225
Investors Research Corp
Georgia
$242K -$3.85K -72 -2%

NGG Hedge Fund Activity: Q4 2022 in Review

392 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2022, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NGG positions and 31 closed out — a net gain of 40 holders — while 110 added to existing stakes and 206 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $16.6M. The largest seller was Renaissance Technologies, cutting an estimated $23.4M.

  • 392 institutional investors held National Grid (NGG) as of Q4 2022, up from 356 in Q3 2022.
  • Funds reported $1.61B of National Grid stock for Q4 2022, up 14% quarter-over-quarter.
  • 71 funds opened new National Grid positions in Q4 2022 and 31 closed out, a net change of +40 holders.
  • The largest National Grid buyer in Q4 2022 was Natixis Advisors, an estimated $16.6M added.
  • The largest National Grid seller in Q4 2022 was Renaissance Technologies, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2022.