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National Grid

469 hedge funds and large institutions have $2.85B invested in National Grid in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 181 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $62.1M | Put options by funds: $16.2M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 138

27% more capital invested

Capital invested by funds: $2.25B → $2.85B (+$598M)

12% more funds holding

Funds holding: 419469 (+50)

0.04% more ownership

Funds ownership: 0.88%0.92% (+0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
469
Holders Change
+50
Holders Change %
+11.93%
% of All Funds
6.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
89
Increased
181
Reduced
138
Closed
37
Calls
$62.1M
Puts
$16.2M
Net Calls
+$45.9M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Formidable Asset Management
Ohio
$526K -$4.54K -74 -0.9%
WIA
202
World Investment Advisors
California
$522K +$488K +7,955 New
BIA
203
Barry Investment Advisors
Massachusetts
$522K -$17.9K -292 -4%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$514K +$313K +5,105 +187%
AWM
205
AE Wealth Management
Kansas
$513K -$24.7K -403 -5%
NA
206
NewEdge Advisors
Louisiana
$513K +$89.1K +1,454 +23%
B
207
Bailard
California
$512K +$145K +2,364 +44%
CB
208
Commerce Bank
Missouri
$503K +$9.87K +161 +2%
IWC
209
Integrated Wealth Concepts
Massachusetts
$499K -$15.3K -250 -3%
HAG
210
HighPoint Advisor Group
Illinois
$497K +$23.3K +380 +5%
UCFA
211
United Capital Financial Advisors
Texas
$497K +$90K +1,469 +24%
GT
212
Glenmede Trust
Pennsylvania
$488K +$25.4K +414 +6%
LF
213
Lantz Financial
Illinois
$471K +$797 +13 +0.2%
OL
214
Optas LLC
Texas
$469K +$38.4K +627 +10%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$461K +$2.57K +42 +0.6%
CG
216
Caprock Group
Idaho
$455K +$425K +6,937 New
HSA
217
HBK Sorce Advisory
Pennsylvania
$451K -$14.2K -231 -3%
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$440K +$411K +6,705 New
PA
219
Profund Advisors
Maryland
$424K -$59.7K -974 -13%
ORC
220
O'Rourke & Company
Massachusetts
$423K +$7.6K +124 +2%
JIC
221
Joel Isaacson & Co
New York
$410K
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$407K +$380K +6,197 New
AFG
223
Atomi Financial Group
New York
$393K +$367K +5,981 New
SIC
224
Samalin Investment Counsel
New York
$392K +$30.5K +498 +9%
MC
225
Moors & Cabot
Massachusetts
$390K +$11.4K +186 +3%

NGG Hedge Fund Activity: Q3 2024 in Review

469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q3 2024, worth a combined $2.85B — up 27% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NGG positions and 37 closed out — a net gain of 52 holders — while 181 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Covalis Capital, exiting entirely with an estimated $86.9M sold.

  • 469 institutional investors held National Grid (NGG) as of Q3 2024, up from 419 in Q2 2024.
  • Funds reported $2.85B of National Grid stock for Q3 2024, up 27% quarter-over-quarter.
  • 89 funds opened new National Grid positions in Q3 2024 and 37 closed out, a net change of +52 holders.
  • The largest National Grid buyer in Q3 2024 was Fidelity Investments, an estimated $113M added.
  • The largest National Grid seller in Q3 2024 was Covalis Capital, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2024.