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National Grid
NGG

Overview Fund Activity

449 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 174 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+24
Holders Change %
+5.65%
% of All Funds
6.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
174
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$86.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
$48.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$113M
5
Goldman Sachs
Goldman Sachs
New York
$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$139M
2
Federated Hermes
Federated Hermes
Pennsylvania
$193M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$3.42M
4
Citadel Advisors
Citadel Advisors
Florida
$879K
5
EFH
Eaton Financial Holdings
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$440K -$16.4K -252 -4%
AWA
202
Aaron Wealth Advisors
Illinois
$434K +$166K +2,539 +62%
HSA
203
HBK Sorce Advisory
Pennsylvania
$433K -$28.2K -432 -6%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$428K -$111K -1,708 -21%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$421K -$22.6K -347 -5%
OL
206
Optas LLC
Texas
$420K +$21K +322 +5%
Franklin Resources
207
Franklin Resources
California
$411K +$26K +399 +7%
GIM
208
Groesbeck Investment Management
New Jersey
$405K +$405K +6,209 New
FAM
209
Formidable Asset Management
Ohio
$395K +$395K +6,059 New
VA
210
Vident Advisory
Georgia
$393K +$56.9K +872 +17%
S
211
Sunpointe
Missouri
$393K +$41.8K +641 +12%
JIC
212
Joel Isaacson & Co
New York
$391K – – –
Lazard Asset Management
213
Lazard Asset Management
New York
$389K +$7.98K +123 +2%
GWM
214
GSB Wealth Management
Connecticut
$384K -$8.74K -134 -2%
GC
215
Guggenheim Capital
Illinois
$384K -$65.1K -998 -15%
BCA
216
Bay Colony Advisors
Massachusetts
$378K -$5.8K -89 -2%
HIC
217
Hartline Investment Corp
Illinois
$378K +$378K +5,796 New
BSW
218
Buckingham Strategic Wealth
Missouri
$378K +$4.56K +70 +1%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$376K +$8.8K +135 +2%
CCM
220
Coldstream Capital Management
Washington
$375K +$88.1K +1,351 +31%
QT
221
Quantbot Technologies
New York
$375K +$375K +5,752 New
MWM
222
Meridian Wealth Management
Kentucky
$374K +$22.4K +343 +6%
FAIM
223
Financial Advocates Investment Management
Washington
$363K +$30.8K +472 +9%
KFS
224
Keynote Financial Services
Connecticut
$363K +$363K +5,565 New
ATIA
225
American Trust Investment Advisors
New Hampshire
$357K – – –
7 8
9
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