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National Grid

404 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+8
Holders Change %
+2.02%
% of All Funds
6.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
164
Reduced
90
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$341K
CA
202
Cetera Advisors
Colorado
$339K -$143K -2,226 -30%
1WA
203
180 Wealth Advisors
Washington
$336K +$711 +11 +0.2%
B
204
Bailard
California
$331K +$54.8K +852 +20%
RA
205
RFG Advisory
Alabama
$328K -$18.7K -290 -5%
BSW
206
Buckingham Strategic Wealth
Missouri
$323K +$61.6K +957 +24%
AWM
207
AllSquare Wealth Management
New York
$312K
DP
208
Dearborn Partners
Illinois
$311K +$21.8K +339 +8%
APWM
209
Argonautica Private Wealth Management
Massachusetts
$309K +$81.4K +1,265 +36%
BCV
210
Banque Cantonale Vaudoise
Switzerland
$308K +$308K +4,787 New
CCM
211
Coldstream Capital Management
Washington
$305K
HSBC Holdings
212
HSBC Holdings
United Kingdom
$303K +$63.6K +988 +27%
MC
213
Moors & Cabot
Massachusetts
$301K +$10.3K +160 +4%
SIC
214
Samalin Investment Counsel
New York
$300K -$193 -3 -0.1%
CAM
215
Cozad Asset Management
Illinois
$298K -$9.2K -143 -3%
IAS
216
Insigneo Advisory Services
Florida
$284K +$284K +4,263 New
ATIA
217
American Trust Investment Advisors
New Hampshire
$283K -$51.6K -801 -15%
LFAS
218
Level Four Advisory Services
Texas
$282K -$1.67K -26 -0.6%
SF
219
Slagle Financial
Illinois
$279K +$279K +4,339 New
GT
220
Glenmede Trust
Pennsylvania
$275K
BLC
221
Brown, Lisle/Cummings
Rhode Island
$274K
FAIM
222
Financial Advocates Investment Management
Washington
$274K +$73K +1,134 +36%
IRC
223
Investors Research Corp
Georgia
$270K
TD Asset Management
224
TD Asset Management
Ontario, Canada
$270K +$64 +1 +0%
PWA
225
Primoris Wealth Advisors
Florida
$269K