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AGR

Avangrid, Inc.

Delisted

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

264 hedge funds and large institutions have $2.17B invested in Avangrid, Inc. in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $303K

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

19% more capital invested

Capital invested by funds: $1.82B → $2.17B (+$349M)

4% more funds holding

Funds holding: 255264 (+9)

7% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 86

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
264
Holders Change
+9
Holders Change %
+3.53%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
92
Reduced
86
Closed
36
Calls
$1.72M
Puts
$303K
Net Calls
+$1.42M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$249K -$80K -1,664 -25%
CS
177
Credit Suisse
Switzerland
$247K -$5.1K -106 -2%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$247K +$236K +4,896 New
US Bancorp
179
US Bancorp
Minnesota
$244K +$87.4K +1,817 +60%
JIC
180
Joel Isaacson & Co
New York
$243K +$192 +4 +0.1%
KPW
181
Kore Private Wealth
New York
$243K +$76.3K +1,586 +49%
CAG
182
Csenge Advisory Group
Florida
$239K -$25.3K -526 -11%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$232K +$222K +4,607 New
BRA
184
Blue Rock Advisors
Minnesota
$226K +$215K +4,475 New
WIA
185
Wealthstreet Investment Advisors
Texas
$225K +$214K +4,450 New
GT
186
Greenleaf Trust
Michigan
$219K +$209K +4,342 New
FI
187
FormulaFolio Investments
Michigan
$218K +$208K +4,319 New
MML Investors Services
188
MML Investors Services
Massachusetts
$218K +$208K +4,319 New
AWM
189
AE Wealth Management
Kansas
$214K +$204K +4,239 New
RCAG
190
Rehmann Capital Advisory Group
Michigan
$214K +$204K +4,237 New
MCWS
191
McKinley Carter Wealth Services
West Virginia
$211K +$201K +4,189 New
Aberdeen Group
192
Aberdeen Group
United Kingdom
$206K +$196K +4,085 New
AWA
193
Arete Wealth Advisors
Illinois
$205K +$188K +3,907 New
EWA
194
Exencial Wealth Advisors
Oklahoma
$201K +$192K +3,989 New
ST
195
Smithfield Trust
Pennsylvania
$177K
O
196
Ossiam
France
$172K -$635K -13,205 -79%
LS
197
Leelyn Smith
Illinois
$170K
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
$155K
S
199
SignatureFD
Georgia
$144K +$8.95K +186 +7%
EI
200
Ellevest Inc
New York
$136K +$11.4K +236 +10%

AGR Hedge Fund Activity: Q3 2020 in Review

264 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Avangrid, Inc. (AGR) for Q3 2020, worth a combined $2.17B — up 19% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AGR positions and 36 closed out — a net gain of 10 holders — while 92 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.9M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $70.1M sold.

  • 264 institutional investors held Avangrid, Inc. (AGR) as of Q3 2020, up from 255 in Q2 2020.
  • Funds reported $2.17B of Avangrid, Inc. stock for Q3 2020, up 19% quarter-over-quarter.
  • 46 funds opened new Avangrid, Inc. positions in Q3 2020 and 36 closed out, a net change of +10 holders.
  • The largest Avangrid, Inc. buyer in Q3 2020 was Morgan Stanley, an estimated $41.9M added.
  • The largest Avangrid, Inc. seller in Q3 2020 was Pzena Investment Management, an estimated $70.1M sold.

Based on aggregated 13F filings for Q3 2020.