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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
Creative Planning
126
Creative Planning
Kansas
$865K +$239K +6,096 +36%
TC
127
TwinBeech Capital
New York
$837K +$871K +22,204 New
TPA
128
Trivium Point Advisory
Connecticut
$826K +$27.7K +707 +3%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$817K +$2.04K +52 +0.2%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$806K -$147K -3,748 -15%
DTL
131
Dynamic Technology Lab
Singapore
$804K -$964K -24,573 -54%
BFS
132
Bard Financial Services
Connecticut
$793K
Sumitomo Mitsui Trust Group
133
Sumitomo Mitsui Trust Group
Japan
$791K +$160K +4,073 +24%
CANY
134
Caxton Associates (New York)
New York
$736K
RBC
135
Romano Brothers & Co
Illinois
$715K -$27.5K -700 -4%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$700K -$110K -2,804 -13%
VanEck Associates
137
VanEck Associates
New York
$688K +$19.3K +493 +3%
BA
138
Bridgewater Associates
Connecticut
$681K -$64.5K -1,643 -8%
Vontobel Holding
139
Vontobel Holding
Switzerland
$652K +$6.98K +178 +1%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$641K -$33.9K -863 -5%
CFGS
141
Concourse Financial Group Securities
Alabama
$609K +$23.5K +600 +4%
HIMCH
142
Hartford Investment Management Co (HIMCO)
Connecticut
$602K +$278K +7,085 +80%
GC
143
Guggenheim Capital
Illinois
$602K +$82.6K +2,106 +15%
MLA
144
My Legacy Advisors
Oregon
$590K +$1.96K +50 +0.3%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$588K -$57.1K -1,456 -9%
SAG
146
SageView Advisory Group
California
$575K -$3.02K -77 -0.5%
Axa
147
Axa
France
$573K -$3.28M -83,600 -85%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$571K +$1.57K +40 +0.3%
LPL Financial
149
LPL Financial
California
$568K +$8.28K +211 +1%
CRIG
150
Charter Research & Investment Group
Connecticut
$565K -$6.55K -167 -1%

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.