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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
LFA
201
LGT Financial Advisors
Texas
$347K +$325K +5,424 New
ASN
202
Advisory Services Network
Georgia
$346K +$47K +784 +17%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$344K
ATIA
204
American Trust Investment Advisors
New Hampshire
$338K
1WA
205
180 Wealth Advisors
Washington
$338K -$599 -10 -0.2%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$334K +$39.4K +657 +14%
VEA
207
Virtus ETF Advisers
New York
$330K +$308K +5,147 New
LF
208
Lantz Financial
Illinois
$321K +$29.4K +490 +11%
Franklin Resources
209
Franklin Resources
California
$319K +$48.3K +806 +19%
CAM
210
Cozad Asset Management
Illinois
$310K
CCM
211
Coldstream Capital Management
Washington
$308K +$7.43K +124 +3%
AWM
212
AllSquare Wealth Management
New York
$308K +$70K +1,168 +32%
SIC
213
Samalin Investment Counsel
New York
$303K +$4.43K +74 +2%
SCA
214
Snowden Capital Advisors
New York
$302K +$15.7K +262 +6%
RB
215
Renasant Bank
Mississippi
$301K
GCM
216
Gallacher Capital Management
Colorado
$294K -$23.6K -394 -8%
MC
217
Moors & Cabot
Massachusetts
$293K +$18.1K +302 +7%
DP
218
Dearborn Partners
Illinois
$292K +$6.53K +109 +2%
SPC
219
Sigma Planning Corp
Michigan
$292K -$14.7K -246 -5%
MFA
220
Mayflower Financial Advisors
Massachusetts
$289K +$7.43K +124 +3%
LFAS
221
Level Four Advisory Services
Texas
$286K +$268K +4,468 New
HCP
222
Hexagon Capital Partners
Arkansas
$285K -$3.18K -53 -1%
B
223
Bailard
California
$279K -$30.4K -507 -10%
BLC
224
Brown, Lisle/Cummings
Rhode Island
$277K +$419 +7 +0.2%
BOH
225
Bank of Hawaii
Hawaii
$277K -$131K -2,181 -34%