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National Grid

427 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, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% 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
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
201
KeyBank National Association
Ohio
$386K +$108K +1,816 +43%
CA
202
Cetera Advisors
Colorado
$386K +$29.8K +500 +9%
Franklin Resources
203
Franklin Resources
California
$384K +$44.6K +747 +14%
BCA
204
Bay Colony Advisors
Massachusetts
$382K -$1.61K -27 -0.5%
Lazard Asset Management
205
Lazard Asset Management
New York
$380K -$35K -587 -9%
LWM
206
LongView Wealth Management
Georgia
$377K +$347K +5,809 New
BSW
207
Buckingham Strategic Wealth
Missouri
$372K +$95K +1,591 +38%
CFG
208
Carr Financial Group
Massachusetts
$369K
HSBC Holdings
209
HSBC Holdings
United Kingdom
$366K +$64.3K +1,077 +23%
MC
210
Moors & Cabot
Massachusetts
$360K +$32.9K +551 +11%
S
211
Sunpointe
Missouri
$356K +$326K +5,463 New
ATIA
212
American Trust Investment Advisors
New Hampshire
$356K +$65.3K +1,093 +24%
LNC
213
Lincoln National Corp
Pennsylvania
$356K -$118K -1,974 -26%
MWM
214
Meridian Wealth Management
Kentucky
$351K -$347K -5,812 -51%
1WA
215
180 Wealth Advisors
Washington
$346K -$16.9K -283 -5%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$344K
UCFA
217
United Capital Financial Advisors
Texas
$340K +$317K +5,308 New
RCM
218
RNC Capital Management
California
$339K
VA
219
Vident Advisory
Georgia
$335K +$32.6K +546 +12%
TD Asset Management
220
TD Asset Management
Ontario, Canada
$333K +$58.2K +975 +23%
TPI
221
Trust Point Inc
Wisconsin
$331K +$308K +5,167 New
FAIM
222
Financial Advocates Investment Management
Washington
$331K +$68.8K +1,153 +29%
B
223
Bailard
California
$327K -$18K -302 -6%
RA
224
RFG Advisory
Alabama
$324K
FIM
225
Freedom Investment Management
Connecticut
$324K -$27.9K -467 -8%