We are live on ! Find out more
AGR

Avangrid, Inc.

Delisted

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

295 hedge funds and large institutions have $2.02B invested in Avangrid, Inc. in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 90 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $533K

39% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$28M)

8% less funds holding

Funds holding: 319295 (-24)

37% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 54

Holders
295
Holders Change
-24
Holders Change %
-7.52%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
125
Reduced
90
Closed
54
Calls
$1.44M
Puts
$533K
Net Calls
+$902K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$3.55K -$1.06K -26 -23%
Simplex Trading
277
Simplex Trading
Illinois
$3K +$4.09K +100 New
RCM
278
Raleigh Capital Management
North Carolina
$2.07K -$16.1K -393 -88%
LFG
279
Larson Financial Group
Missouri
$1.24K
JWA
280
JFS Wealth Advisors
Pennsylvania
$1.16K -$858 -21 -42%
UFF
281
USA Financial Formulas
Michigan
$1.12K +$1.15K +28 New
RG
282
Retirement Group
California
$1K
SFG
283
Steward Financial Group
Texas
$1K +$572 +14 +93%
FFA
284
Farther Finance Advisors
California
$997
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
$874 +$15.5K +380 +2%
CWC
286
Carolinas Wealth Consulting
North Carolina
$766
BAAM
287
Baker Avenue Asset Management
California
$758 -$327 -8 -30%
BWM
288
BerganKDV Wealth Management
Minnesota
$606 -$450 -11 -42%
SC
289
Schubert & Co
Texas
$519 +$123 +3 +30%
DI
290
Disciplined Investments
Oklahoma
$399 -$41 -1 -9%
SIC
291
SJS Investment Consulting
Ohio
$320 -$41 -1 -11%
Zurich Cantonal Bank
292
Zurich Cantonal Bank
Switzerland
$120
TWA
293
TCI Wealth Advisors
Arizona
$80 -$41 -1 -33%
TWD
294
True Wealth Design
Ohio
$80
SS
295
Sunbelt Securities
Texas
$1
N
296
Natixis
France
-$6.73M -156,502 Closed
ECM
297
ExodusPoint Capital Management
New York
-$6.26M -145,762 Closed
ZIM
298
Zacks Investment Management
Illinois
-$3.4M -79,083 Closed
Walleye Capital
299
Walleye Capital
New York
-$2.71M -62,950 Closed
MF
300
Magnetar Financial
Illinois
-$1.75M -40,669 Closed

AGR Hedge Fund Activity: Q1 2023 in Review

295 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Avangrid, Inc. (AGR) for Q1 2023, worth a combined $2.02B — down 1.4% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of AGR and 34 opened new positions — a net loss of 20 holders — while 90 trimmed existing stakes and 125 added.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $94M. The largest seller was Fidelity Investments, cutting an estimated $49.1M.

  • 295 institutional investors held Avangrid, Inc. (AGR) as of Q1 2023, down from 319 in Q4 2022.
  • Funds reported $2.02B of Avangrid, Inc. stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 34 funds opened new Avangrid, Inc. positions in Q1 2023 and 54 closed out, a net change of -20 holders.
  • The largest Avangrid, Inc. buyer in Q1 2023 was Atlas Infrastructure Partners, an estimated $94M added.
  • The largest Avangrid, Inc. seller in Q1 2023 was Fidelity Investments, an estimated $49.1M sold.

Based on aggregated 13F filings for Q1 2023.