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National Grid

428 hedge funds and large institutions have $2.4B invested in National Grid in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 146 increasing their positions, 128 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

17% more capital invested

Capital invested by funds: $2.05B → $2.4B (+$352M)

14% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 128

6% more funds holding

Funds holding: 402428 (+26)

0.04% more ownership

Funds ownership: 0.97%1.02% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
428
Holders Change
+26
Holders Change %
+6.47%
% 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
146
Reduced
128
Closed
31
Calls
$62.7M
Puts
$7.11M
Net Calls
+$55.6M
Net Calls Change
+$33M

NGG Hedge Fund Activity: Q4 2023 in Review

428 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q4 2023, worth a combined $2.4B — up 17% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new NGG positions and 31 closed out — a net gain of 32 holders — while 146 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Natixis Advisors, cutting an estimated $19.8M.

  • 428 institutional investors held National Grid (NGG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.4B of National Grid stock for Q4 2023, up 17% quarter-over-quarter.
  • 63 funds opened new National Grid positions in Q4 2023 and 31 closed out, a net change of +32 holders.
  • The largest National Grid buyer in Q4 2023 was Fidelity Investments, an estimated $45M added.
  • The largest National Grid seller in Q4 2023 was Natixis Advisors, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2023.