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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
GRP
201
Global Retirement Partners
California
$43.8K +$4.46K +143 +12%
BWM
202
BKM Wealth Management
Wisconsin
$41.2K +$39.6K +1,270 New
NECFA
203
New England Capital Financial Advisors
Connecticut
$41.1K
SOW
204
State of Wyoming
Wyoming
$40.4K +$38.8K +1,246 New
NA
205
NewEdge Advisors
Louisiana
$40.1K +$3.21K +103 +9%
WI
206
Wahed Invest
New York
$39.3K +$3.18K +102 +9%
QC
207
Quent Capital
New York
$36.8K -$10.1K -323 -22%
HSA
208
Hussman Strategic Advisors
Maryland
$32.4K
HCP
209
Hexagon Capital Partners
Arkansas
$29.5K +$8.94K +287 +46%
FFA
210
Farther Finance Advisors
California
$29.4K +$26.6K +855 +1,613%
TRCT
211
Tower Research Capital (TRC)
New York
$28.1K -$39.8K -1,276 -60%
EWM
212
Evermay Wealth Management
Virginia
$24.7K
Nomura Asset Management
213
Nomura Asset Management
Japan
$24.3K
GCM
214
Gladius Capital Management
Illinois
$22.2K +$12.8K +412 +150%
GWS
215
Glassman Wealth Services
Virginia
$19.6K +$10.6K +341 +130%
AIG
216
American International Group
New York
$18.9K -$467 -15 -3%
SPIA
217
Steward Partners Investment Advisory
New York
$18.9K
SIS
218
Sound Income Strategies
Florida
$18K
NS
219
NBC Securities
Alabama
$18K
BONH
220
Bank of New Hampshire
New Hampshire
$16.2K
RAM
221
Riggs Asset Management
Pennsylvania
$16.2K
USB
222
Union Savings Bank
Connecticut
$16.2K
EWA
223
EverSource Wealth Advisors
Alabama
$15.3K +$623 +20 +4%
CSB
224
City State Bank
Iowa
$15K -$9.35K -300 -40%
HFM
225
Hartford Financial Management
Connecticut
$14.6K

AGR Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 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.