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AGR

Avangrid, Inc.

Delisted

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

278 hedge funds and large institutions have $1.68B invested in Avangrid, Inc. in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.56B → $1.68B (+$121M)

6% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 101

4% less funds holding

Funds holding: 291278 (-13)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

44% less call options, than puts

Call options by funds: $382K | Put options by funds: $684K

Holders
278
Holders Change
-13
Holders Change %
-4.47%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
95
Reduced
101
Closed
55
Calls
$382K
Puts
$684K
Net Calls
-$302K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$14.6K +$1.34K +43 +11%
AssetMark Inc
227
AssetMark Inc
California
$12.8K -$685 -22 -5%
W
228
WealthCollab
Washington
$12.3K +$11.8K +379 New
C
229
Covestor
United Kingdom
$11K +$31 +1 +0.3%
UB
230
UMB Bank
Missouri
$10.8K -$1.78K -57 -15%
TSWM
231
Tyler-Stone Wealth Management
Ohio
$10.8K
BIA
232
Bell Investment Advisors
California
$10.6K -$14.5K -465 -59%
Loomis, Sayles & Company
233
Loomis, Sayles & Company
Massachusetts
$10K -$1.43K -46 -13%
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$10K +$3.24K +104 +50%
CT
235
Cambridge Trust
Massachusetts
$9.72K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$9.59K +$7.97K +256 +640%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$9.29K +$903 +29 +12%
AF
238
Allworth Financial
California
$8.88K -$198K -6,362 -96%
BTI
239
Blue Trust Inc
Georgia
$7K +$6.54K +210 +447%
CPA
240
Clear Point Advisors
New York
$6.48K +$6.23K +200 New
HNB
241
Huntington National Bank
Ohio
$6.13K -$3.99K -128 -40%
GAMC
242
Garner Asset Management Corp
Texas
$5.97K +$6.23K +200 New
CFB
243
Cullen/Frost Bankers
Texas
$5.19K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$5.12K -$6.57K -211 -57%
DMBA
245
Deseret Mutual Benefit Administrators
Utah
$5.12K -$1.43K -46 -23%
CAL
246
Capital Advisors Ltd
Ohio
$5K -$5.7K -183 -53%
TFGT
247
TS Financial Group (TSFG)
Illinois
$5K -$1.56K -50 -23%
PWMG
248
Private Wealth Management Group
New Jersey
$4.7K +$4.52K +145 New
FFO
249
Fortitude Family Office
Arizona
$4.18K +$4.02K +129 New
CFGS
250
Concourse Financial Group Securities
Alabama
$3.97K -$500K -16,058 -99%

AGR Hedge Fund Activity: Q4 2023 in Review

278 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avangrid, Inc. (AGR) for Q4 2023, worth a combined $1.68B — up 7.7% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AGR and 46 opened new positions — a net loss of 9 holders — while 101 trimmed existing stakes and 95 added.

The largest buyer was Clean Energy Transition, opening a new position worth an estimated $72.7M. The largest seller was Royal Bank of Canada, cutting an estimated $97.5M.

  • 278 institutional investors held Avangrid, Inc. (AGR) as of Q4 2023, down from 291 in Q3 2023.
  • Funds reported $1.68B of Avangrid, Inc. stock for Q4 2023, up 7.7% quarter-over-quarter.
  • 46 funds opened new Avangrid, Inc. positions in Q4 2023 and 55 closed out, a net change of -9 holders.
  • The largest Avangrid, Inc. buyer in Q4 2023 was Clean Energy Transition, an estimated $72.7M added.
  • The largest Avangrid, Inc. seller in Q4 2023 was Royal Bank of Canada, an estimated $97.5M sold.

Based on aggregated 13F filings for Q4 2023.