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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$278M +$113M +1,845,994 +77%
Bank of America
2
Bank of America
North Carolina
$247M +$3.03M +49,466 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$217M +$3.49M +56,985 +2%
Federated Hermes
4
Federated Hermes
Pennsylvania
$186M +$23.2M +379,339 +15%
Morgan Stanley
5
Morgan Stanley
New York
$145M +$17.6M +286,549 +15%
Goldman Sachs
6
Goldman Sachs
New York
$128M +$20.9M +340,761 +21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$121M +$2.2M +35,833 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$93.1M -$1.63M -26,530 -2%
Capital International Investors
9
Capital International Investors
California
$88.6M +$6.08M +99,278 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$86.7M -$2M -32,693 -2%
RJA
11
Raymond James & Associates
Florida
$86.2M -$1.07M -17,446 -1%
Wells Fargo
12
Wells Fargo
California
$86.1M -$2.31M -37,654 -3%
MIM
13
Merewether Investment Management
Texas
$66.5M +$62.1M +1,013,427 New
N
14
Nuveen
North Carolina
$54.5M -$787K -12,837 -2%
LPL Financial
15
LPL Financial
California
$52.7M +$1.14M +18,588 +2%
CCMG
16
Clark Capital Management Group
Pennsylvania
$51.9M +$1.39M +22,682 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$48.4M +$836K +13,648 +2%
BlackRock
18
BlackRock
New York
$48.4M +$5.14M +83,931 +13%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$38.6M +$1.08M +17,626 +3%
Invesco
20
Invesco
Georgia
$36.3M -$4.54M -74,122 -12%
Northern Trust
21
Northern Trust
Illinois
$34.4M +$9.17M +149,636 +40%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.9M -$514K -8,395 -2%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$31M +$7.09M +115,697 +32%
Ameriprise
24
Ameriprise
Minnesota
$18.2M -$21M -342,291 -55%
Stifel Financial
25
Stifel Financial
Missouri
$18M -$175K -2,853 -1%

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.