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AGR

Avangrid, Inc.

Delisted

AGR was delisted on the 20th of December, 2024.

291 hedge funds and large institutions have $1.56B invested in Avangrid, Inc. in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $533K

35% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 91

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 298291 (-7)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

19% less capital invested

Capital invested by funds: $1.92B → $1.56B (-$358M)

Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
123
Reduced
91
Closed
50
Calls
$1.29M
Puts
$533K
Net Calls
+$756K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Bell Investment Advisors
California
$23.9K +$23.9K +677 +589%
EWM
227
Evermay Wealth Management
Virginia
$23K
CSB
228
City State Bank
Iowa
$23K
Nomura Asset Management
229
Nomura Asset Management
Japan
$22.6K
HCP
230
Hexagon Capital Partners
Arkansas
$18.8K -$24K -679 -52%
AAP
231
Arax Advisory Partners
Colorado
$18.5K +$247 +7 +1%
AIG
232
American International Group
New York
$18.1K -$1.2K -34 -5%
SPIA
233
Steward Partners Investment Advisory
New York
$17.6K -$3.07K -87 -13%
NS
234
NBC Securities
Alabama
$17K +$20.3K +575 New
SIS
235
Sound Income Strategies
Florida
$16.8K
BONH
236
Bank of New Hampshire
New Hampshire
$15.1K
RAM
237
Riggs Asset Management
Pennsylvania
$15.1K
USB
238
Union Savings Bank
Connecticut
$15.1K
EWA
239
EverSource Wealth Advisors
Alabama
$13.6K +$15.1K +426 +1,638%
HFM
240
Hartford Financial Management
Connecticut
$13.6K
AssetMark Inc
241
AssetMark Inc
California
$12.6K -$247 -7 -2%
AF
242
Advisornet Financial
Minnesota
$12.3K -$565 -16 -4%
UB
243
UMB Bank
Missouri
$11.8K +$707 +20 +5%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$11.1K +$7.99K +226 +158%
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
$11K +$3.07K +87 +32%
C
246
Covestor
United Kingdom
$10K -$3.53K -100 -23%
TSWM
247
Tyler-Stone Wealth Management
Ohio
$10K
CAL
248
Capital Advisors Ltd
Ohio
$10K +$813 +23 +7%
HNB
249
Huntington National Bank
Ohio
$9.56K +$8.3K +235 +287%
CT
250
Cambridge Trust
Massachusetts
$9.05K

AGR Hedge Fund Activity: Q3 2023 in Review

291 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Avangrid, Inc. (AGR) for Q3 2023, worth a combined $1.56B — down 19% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of AGR and 44 opened new positions — a net loss of 6 holders — while 91 trimmed existing stakes and 123 added.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $41.2M. The largest seller was Wellington Management Group, cutting an estimated $55.7M.

  • 291 institutional investors held Avangrid, Inc. (AGR) as of Q3 2023, down from 298 in Q2 2023.
  • Funds reported $1.56B of Avangrid, Inc. stock for Q3 2023, down 19% quarter-over-quarter.
  • 44 funds opened new Avangrid, Inc. positions in Q3 2023 and 50 closed out, a net change of -6 holders.
  • The largest Avangrid, Inc. buyer in Q3 2023 was Atlas Infrastructure Partners, an estimated $41.2M added.
  • The largest Avangrid, Inc. seller in Q3 2023 was Wellington Management Group, an estimated $55.7M sold.

Based on aggregated 13F filings for Q3 2023.