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AGR

Avangrid, Inc.

Delisted

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

298 hedge funds and large institutions have $1.92B invested in Avangrid, Inc. in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $755K | Put options by funds: $433K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% more funds holding

Funds holding: 295298 (+3)

10% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $2.02B → $1.92B (-$104M)

Holders
298
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
114
Reduced
104
Closed
30
Calls
$755K
Puts
$433K
Net Calls
+$322K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
276
Baker Avenue Asset Management
California
$2.34K +$1.69K +43 +226%
WTC
277
WhitTier Trust Company
Nevada
$2.03K +$2.12K +54 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$1.4K +$314 +8 +28%
RG
279
Retirement Group
California
$1.28K
FFA
280
Farther Finance Advisors
California
$1.28K +$353 +9 +36%
LFG
281
Larson Financial Group
Missouri
$1.17K
UFF
282
USA Financial Formulas
Michigan
$1.05K
BG
283
Bollard Group
Massachusetts
$1K +$1.18K +30 New
2L
284
25 LLC
Missouri
$999 +$1.02K +26 New
EWA
285
EverSource Wealth Advisors
Alabama
$980 -$54.8K -1,397 -98%
VCM
286
Versant Capital Management
Arizona
$867 -$6.55K -167 -88%
CWC
287
Carolinas Wealth Consulting
North Carolina
$724
BWM
288
BerganKDV Wealth Management
Minnesota
$566
TFM
289
TFC Financial Management
Massachusetts
$528 +$549 +14 New
DI
290
Disciplined Investments
Oklahoma
$452 +$78 +2 +20%
AWM
291
Abound Wealth Management
Tennessee
$227 +$235 +6 New
SIC
292
SJS Investment Consulting
Ohio
$189 -$118 -3 -38%
Zurich Cantonal Bank
293
Zurich Cantonal Bank
Switzerland
$113
FGAM
294
Financial Gravity Asset Management
Texas
$105 +$1.49K +38 New
TWD
295
True Wealth Design
Ohio
$76
SS
296
Sunbelt Securities
Texas
$1
Wealth Enhancement Advisory Services
297
Wealth Enhancement Advisory Services
Minnesota
-$2.62M -65,784 Closed
E
298
Ergoteles
New York
-$2.24M -56,159 Closed
EGM
299
Engineers Gate Manager
New York
-$2.19M -55,005 Closed
FRM
300
Fox Run Management
Connecticut
-$542K -13,579 Closed

AGR Hedge Fund Activity: Q2 2023 in Review

298 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avangrid, Inc. (AGR) for Q2 2023, worth a combined $1.92B — down 5.2% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGR positions and 30 closed out — a net gain of 3 holders — while 114 added to existing stakes and 104 trimmed.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $22.4M. The largest seller was Wellington Management Group, cutting an estimated $42.9M.

  • 298 institutional investors held Avangrid, Inc. (AGR) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $1.92B of Avangrid, Inc. stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 33 funds opened new Avangrid, Inc. positions in Q2 2023 and 30 closed out, a net change of +3 holders.
  • The largest Avangrid, Inc. buyer in Q2 2023 was Atlas Infrastructure Partners, an estimated $22.4M added.
  • The largest Avangrid, Inc. seller in Q2 2023 was Wellington Management Group, an estimated $42.9M sold.

Based on aggregated 13F filings for Q2 2023.