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National Grid
NGG

451 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, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
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
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$440K -$16.1K -255 -4%
AWA
202
Aaron Wealth Advisors
Illinois
$434K +$163K +2,576 +62%
HSA
203
HBK Sorce Advisory
Pennsylvania
$433K -$27.8K -439 -6%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$428K -$110K -1,733 -21%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$421K -$22.3K -353 -5%
OL
206
Optas LLC
Texas
$420K +$20.7K +327 +5%
Franklin Resources
207
Franklin Resources
California
$411K +$25.6K +404 +7%
GIM
208
Groesbeck Investment Management
New Jersey
$405K +$398K +6,298 New
HC
209
Henshaw Capital
Massachusetts
$404K – – –
FAM
210
Formidable Asset Management
Ohio
$395K +$389K +6,146 New
VA
211
Vident Advisory
Georgia
$393K +$56K +885 +17%
S
212
Sunpointe
Missouri
$393K +$41.1K +650 +12%
JIC
213
Joel Isaacson & Co
New York
$391K – – –
Lazard Asset Management
214
Lazard Asset Management
New York
$389K +$7.97K +126 +2%
GWM
215
GSB Wealth Management
Connecticut
$384K -$8.6K -136 -2%
GC
216
Guggenheim Capital
Illinois
$384K -$64K -1,012 -14%
BCA
217
Bay Colony Advisors
Massachusetts
$378K -$5.69K -90 -2%
HIC
218
Hartline Investment Corp
Illinois
$378K +$372K +5,879 New
BSW
219
Buckingham Strategic Wealth
Missouri
$378K +$4.49K +71 +1%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$376K +$8.67K +137 +2%
CCM
221
Coldstream Capital Management
Washington
$375K +$86.7K +1,370 +31%
QT
222
Quantbot Technologies
New York
$375K +$369K +5,834 New
MWM
223
Meridian Wealth Management
Kentucky
$374K +$22K +348 +6%
FAIM
224
Financial Advocates Investment Management
Washington
$363K +$30.2K +478 +9%
KFS
225
Keynote Financial Services
Connecticut
$363K +$357K +5,644 New
7 8
9
10 11

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.