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National Grid

406 hedge funds and large institutions have $2.19B invested in National Grid in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $20.6M

80% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $2.01B → $2.19B (+$182M)

2% more funds holding

Funds holding: 398406 (+8)

0.04% more ownership

Funds ownership: 0.9%0.94% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
406
Holders Change
+8
Holders Change %
+2.01%
% of All Funds
6.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
164
Reduced
91
Closed
37
Calls
$52.1M
Puts
$20.6M
Net Calls
+$31.5M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$245M -$7.39M -112,591 -3%
Bank of America
2
Bank of America
North Carolina
$225M +$11.3M +171,822 +5%
Federated Hermes
3
Federated Hermes
Pennsylvania
$193M +$20.5M +312,722 +11%
Goldman Sachs
4
Goldman Sachs
New York
$119M +$5.74M +87,462 +5%
Morgan Stanley
5
Morgan Stanley
New York
$118M +$4.89M +74,578 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$95.1M +$10.5M +159,873 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$90.6M +$2.76M +42,040 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$89.6M +$69.7M +1,062,769 +305%
RJA
9
Raymond James & Associates
Florida
$86.3M +$9.42M +143,617 +12%
Wells Fargo
10
Wells Fargo
California
$75.6M +$7.5M +114,295 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$67.4M -$96.1M -1,464,790 -58%
LPL Financial
12
LPL Financial
California
$46.5M +$8.55M +130,333 +22%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$44.4M +$916K +13,968 +2%
N
14
Nuveen
North Carolina
$41.6M +$15.3M +233,361 +55%
BlackRock
15
BlackRock
New York
$41.4M +$2.39M +36,418 +6%
Invesco
16
Invesco
Georgia
$33.5M -$5.25M -80,095 -13%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$30.5M +$30.9M +470,701 New
Neuberger Berman Group
18
Neuberger Berman Group
New York
$30.1M -$1.61M -24,524 -5%
Ameriprise
19
Ameriprise
Minnesota
$26M +$16.6M +252,322 +160%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M -$57.1K -871 -0.2%
Northern Trust
21
Northern Trust
Illinois
$25M -$169K -2,578 -0.6%
Truist Financial
22
Truist Financial
North Carolina
$24.7M +$2.12M +32,385 +9%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$24.2M +$1.27M +19,310 +5%
Stifel Financial
24
Stifel Financial
Missouri
$14.5M +$2.07M +31,625 +16%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$12.1M +$9.51M +145,036 +288%

NGG Hedge Fund Activity: Q2 2023 in Review

406 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q2 2023, worth a combined $2.19B — up 9.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NGG positions and 37 closed out — a net gain of 11 holders — while 164 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.7M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 406 institutional investors held National Grid (NGG) as of Q2 2023, up from 398 in Q1 2023.
  • Funds reported $2.19B of National Grid stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 48 funds opened new National Grid positions in Q2 2023 and 37 closed out, a net change of +11 holders.
  • The largest National Grid buyer in Q2 2023 was Fidelity Investments, an estimated $69.7M added.
  • The largest National Grid seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.