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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
CAG
301
Csenge Advisory Group
Florida
-$351K -11,632 Closed
DA
302
Duality Advisers
Florida
-$348K -11,523 Closed
SAG
303
SageView Advisory Group
California
-$344K -11,418 Closed
II
304
IFM Investors
Australia
-$288K -9,541 Closed
IAN
305
Integrated Advisors Network
Texas
-$275K -9,113 Closed
NRD
306
Nebula Research & Development
New York
-$261K -8,658 Closed
CAN
307
Cetera Advisor Networks
California
-$255K -8,449 Closed
MLA
308
My Legacy Advisors
Oregon
-$242K -7,877 Closed
PA
309
Prossimo Advisors
California
-$230K -7,623 Closed
Corient Private Wealth
310
Corient Private Wealth
Florida
-$225K -7,471 Closed
CA
311
Cetera Advisors
Colorado
-$217K -7,197 Closed
GT
312
Greenleaf Trust
Michigan
-$216K -7,150 Closed
SIC
313
Sterling Investment Counsel
New York
-$207K -6,865 Closed
CA
314
Clearstead Advisors
Ohio
-$156K -5,156 Closed
KI
315
Kapitalo Investimentos
Brazil
-$79.6K -2,640 Closed
PAG
316
Private Advisor Group
New Jersey
-$55.2K -1,829 Closed
ST
317
Smithfield Trust
Pennsylvania
-$53K -1,749 Closed
CT
318
Clearstead Trust
Maine
-$36.2K -1,200 Closed
KC
319
Kepos Capital
New York
-$35K -1,153 Closed
RFA
320
Resurgent Financial Advisors
Georgia
-$24K -795 Closed
AAP
321
Arax Advisory Partners
Colorado
-$18.5K -613 Closed
HL
322
HeadInvest LLC
Maine
-$8.51K -300 Closed
PI
323
PEAK6 Investments
Illinois
-$6.94K -230 Closed
PTC
324
Private Trust Company
Ohio
-$6.7K -222 Closed
MCM
325
Manchester Capital Management
Vermont
-$6.03K -200 Closed

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.