NGG icon

National Grid

425 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, 144 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+26
Holders Change %
+6.52%
% 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
144
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Cetera Advisors
Colorado
$386K +$32K +493 +9%
Franklin Resources
202
Franklin Resources
California
$384K +$47.8K +736 +14%
BCA
203
Bay Colony Advisors
Massachusetts
$382K -$1.69K -26 -0.4%
Lazard Asset Management
204
Lazard Asset Management
New York
$380K -$37.5K -579 -9%
LWM
205
LongView Wealth Management
Georgia
$377K +$377K +5,727 New
BSW
206
Buckingham Strategic Wealth
Missouri
$372K +$102K +1,569 +38%
CFG
207
Carr Financial Group
Massachusetts
$369K
HSBC Holdings
208
HSBC Holdings
United Kingdom
$366K +$69K +1,062 +23%
MC
209
Moors & Cabot
Massachusetts
$360K +$35.3K +543 +11%
S
210
Sunpointe
Missouri
$356K +$356K +5,386 New
ATIA
211
American Trust Investment Advisors
New Hampshire
$356K +$70.1K +1,078 +24%
LNC
212
Lincoln National Corp
Pennsylvania
$356K -$126K -1,946 -26%
MWM
213
Meridian Wealth Management
Kentucky
$351K -$372K -5,730 -51%
1WA
214
180 Wealth Advisors
Washington
$346K -$18.2K -280 -5%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$344K
UCFA
216
United Capital Financial Advisors
Texas
$340K +$340K +5,233 New
RCM
217
RNC Capital Management
California
$339K
VA
218
Vident Advisory
Georgia
$335K +$35K +538 +12%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$333K +$62.5K +961 +23%
TPI
220
Trust Point Inc
Wisconsin
$331K +$331K +5,094 New
FAIM
221
Financial Advocates Investment Management
Washington
$331K +$73.8K +1,136 +29%
B
222
Bailard
California
$327K -$19.4K -298 -6%
RA
223
RFG Advisory
Alabama
$324K
FIM
224
Freedom Investment Management
Connecticut
$324K -$29.9K -460 -8%
CAM
225
Cozad Asset Management
Illinois
$321K