We are live on ! Find out more
AQN icon

Algonquin Power & Utilities
AQN

211 hedge funds and large institutions have $4.21B invested in Algonquin Power & Utilities in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,118% more call options, than puts

Call options by funds: $7.85M | Put options by funds: $244K

86% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 49

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more capital invested

Capital invested by funds: $3.04B → $4.21B (+$1.17B)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.62% more ownership

Funds ownership: 44.36% → 47.99% (+3.6%)

1% more funds holding

Funds holding: 209 → 211 (+2)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
35
Increased
91
Reduced
49
Closed
31
Calls
$7.85M
Puts
$244K
Net Calls
+$7.61M
Net Calls Change
+$259K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$155M
2
CS
Credit Suisse
Switzerland
+$115M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.2M
4
Legal & General Group
Legal & General Group
United Kingdom
+$62M
5
SC
Scotia Capital
Ontario, Canada
+$61.9M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$34.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.77M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$8.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
226
OneAscent Financial Services
Alabama
– -$200K -15,434 Closed
SLAM
227
Swiss Life Asset Management
– -$184K -14,226 Closed
TRCT
228
Tower Research Capital (TRC)
New York
– -$160K -12,372 Closed
PF
229
Phoenix Financial
Israel
– -$150K -12,164 Closed
MML Investors Services
230
MML Investors Services
Massachusetts
– -$149K -11,541 Closed
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
– -$149K -11,537 Closed
Two Sigma Investments
232
Two Sigma Investments
New York
– -$148K -11,475 Closed
SEI Investments
233
SEI Investments
Pennsylvania
– -$133K -10,683 Closed
CCA
234
Checchi Capital Advisers
California
– -$130K -10,015 Closed
FC
235
FORA Capital
Florida
– -$91K -6,997 Closed
PAG
236
Private Advisor Group
New Jersey
– -$72K -5,545 Closed
QCG
237
Quadrant Capital Group
Ohio
– -$65K -5,000 Closed
CIA
238
ClearBridge Investments (Australia)
Australia
– -$43K -3,344 Closed
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$42K -3,228 Closed
Daiwa Securities Group
240
Daiwa Securities Group
Japan
– -$32K -909 Closed
VFA
241
Valeo Financial Advisors
Indiana
– -$8K -640 Closed
ETC
242
Exchange Traded Concepts
Oklahoma
– -$2K -144 Closed
6 7 8 9
10

AQN Hedge Fund Activity: Q3 2020 in Review

211 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2020, worth a combined $4.21B — up 38% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AQN positions and 31 closed out — a net gain of 4 holders — while 91 added to existing stakes and 49 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $155M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $34.3M sold.

  • 211 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $4.21B of Algonquin Power & Utilities stock for Q3 2020, up 38% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2020 and 31 closed out, a net change of +4 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2020 was Bank of Nova Scotia, an estimated $155M added.
  • The largest Algonquin Power & Utilities seller in Q3 2020 was Adage Capital Partners, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2020.