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National Grid

392 hedge funds and large institutions have $1.61B invested in National Grid in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 110 increasing their positions, 206 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $36M | Put options by funds: $15.5M

129% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 31

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$201M)

10% more funds holding

Funds holding: 356392 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.81%0.79% (-0.01%)

47% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 206

Holders
392
Holders Change
+36
Holders Change %
+10.11%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
71
Increased
110
Reduced
206
Closed
31
Calls
$36M
Puts
$15.5M
Net Calls
+$20.5M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$232M -$23.4M -436,849 -10%
Bank of America
2
Bank of America
North Carolina
$187M +$10.9M +203,378 +7%
Morgan Stanley
3
Morgan Stanley
New York
$101M -$6.89M -128,984 -7%
Goldman Sachs
4
Goldman Sachs
New York
$89.9M +$9.95M +186,189 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$79.1M +$6.33M +118,462 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$76.7M -$1.09M -20,462 -1%
RJA
7
Raymond James & Associates
Florida
$66M +$1.49M +27,838 +2%
Wells Fargo
8
Wells Fargo
California
$59.9M +$323K +6,041 +0.6%
Federated Hermes
9
Federated Hermes
Pennsylvania
$52.2M -$1.24M -23,116 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$46.9M +$533K +9,979 +1%
Invesco
11
Invesco
Georgia
$32.5M +$4.08M +76,392 +15%
LPL Financial
12
LPL Financial
California
$30.4M +$2.48M +46,341 +9%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$29.2M -$1.48M -27,640 -5%
BlackRock
14
BlackRock
New York
$28.6M +$3.12M +58,317 +13%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.3M -$18.3M -342,268 -44%
Northern Trust
16
Northern Trust
Illinois
$22.4M +$581K +10,862 +3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M -$350K -6,552 -2%
Truist Financial
18
Truist Financial
North Carolina
$19.7M -$2.28M -42,577 -11%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$19.4M +$16.6M +310,401 +1,016%
N
20
Nuveen
North Carolina
$18.7M -$2.59M -48,435 -13%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$16.7M +$1.03M +19,333 +7%
Optiver Holding
22
Optiver Holding
Netherlands
$15.1M +$11.3M +211,845 +389%
HAI
23
Hennessy Advisors Inc
California
$14.7M -$1.35M -25,294 -9%
Ameriprise
24
Ameriprise
Minnesota
$13M +$3.94M +73,640 +47%
GCAC
25
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.2M -$171K -3,194 -2%

NGG Hedge Fund Activity: Q4 2022 in Review

392 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2022, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NGG positions and 31 closed out — a net gain of 40 holders — while 110 added to existing stakes and 206 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $16.6M. The largest seller was Renaissance Technologies, cutting an estimated $23.4M.

  • 392 institutional investors held National Grid (NGG) as of Q4 2022, up from 356 in Q3 2022.
  • Funds reported $1.61B of National Grid stock for Q4 2022, up 14% quarter-over-quarter.
  • 71 funds opened new National Grid positions in Q4 2022 and 31 closed out, a net change of +40 holders.
  • The largest National Grid buyer in Q4 2022 was Natixis Advisors, an estimated $16.6M added.
  • The largest National Grid seller in Q4 2022 was Renaissance Technologies, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2022.