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National Grid

427 hedge funds and large institutions have $2.5B invested in National Grid in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $7.11M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $2.05B → $2.5B (+$453M)

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

6% more funds holding

Funds holding: 401427 (+26)

0.09% more ownership

Funds ownership: 0.97%1.06% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
427
Holders Change
+26
Holders Change %
+6.48%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
145
Reduced
130
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$256M +$119M +2,001,544 +100%
Bank of America
2
Bank of America
North Carolina
$236M +$10.2M +171,654 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$226M -$12.4M -208,521 -6%
Federated Hermes
4
Federated Hermes
Pennsylvania
$200M +$14M +233,994 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$160M +$45M +753,157 +43%
Goldman Sachs
6
Goldman Sachs
New York
$112M -$10M -167,889 -9%
JP Morgan Chase
7
JP Morgan Chase
New York
$102M +$10.5M +175,913 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$96.5M +$2.48M +41,540 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$87.5M +$4.48M +75,057 +6%
RJA
10
Raymond James & Associates
Florida
$85.7M +$519K +8,694 +0.7%
Wells Fargo
11
Wells Fargo
California
$82.7M +$7.17M +120,135 +10%
LPL Financial
12
LPL Financial
California
$53M +$3.88M +65,040 +9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$45.6M +$376K +6,297 +0.9%
BlackRock
14
BlackRock
New York
$42.9M -$566K -9,482 -1%
N
15
Nuveen
North Carolina
$42.7M -$1.27M -21,237 -3%
Invesco
16
Invesco
Georgia
$37.6M -$5.78M -96,756 -14%
Ameriprise
17
Ameriprise
Minnesota
$34.7M +$2.73M +45,653 +9%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$30.3M +$603K +10,093 +2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$28.2M -$721K -12,076 -3%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M +$49K +820 +0.2%
Northern Trust
21
Northern Trust
Illinois
$24.5M -$2.45K -41 -0%
Truist Financial
22
Truist Financial
North Carolina
$23.2M -$243K -4,064 -1%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.5M +$6.38M +106,901 +65%
Stifel Financial
24
Stifel Financial
Missouri
$16.9M +$1.63M +27,244 +12%
GCAC
25
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.7M -$526K -8,807 -5%