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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.68B invested in Algonquin Power & Utilities in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

132,108% more call options, than puts

Call options by funds: $247M | Put options by funds: $187K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

11% more capital invested

Capital invested by funds: $4.21B → $4.68B (+$466M)

9% more funds holding

Funds holding: 211230 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.03% less ownership

Funds ownership: 47.99%46.96% (-1%)

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
88
Reduced
72
Closed
17
Calls
$247M
Puts
$187K
Net Calls
+$247M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$2K -$1.1K -70 -37%
SFS
227
Sowell Financial Services
Arkansas
$2K
NFG
228
Next Financial Group
Texas
$2K +$2.02K +128 New
BlackRock
229
BlackRock
New York
$1K +$1.09K +69 New
Canada Pension Plan Investment Board
230
Canada Pension Plan Investment Board
Ontario, Canada
-$44.1M -2,800,000 -100%
Two Sigma Advisers
231
Two Sigma Advisers
New York
-$6.77M -465,600 Closed
AFM
232
Anson Funds Management
Texas
-$1.57M -108,500 Closed
OTPPB
233
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.53M -105,630 Closed
OSAM
234
O'Shaughnessy Asset Management
Connecticut
-$1.42M -97,778 Closed
PAMP
235
Polar Asset Management Partners
Ontario, Canada
-$1.24M -85,000 Closed
ACM
236
AlphaCrest Capital Management
New York
-$612K -42,100 Closed
LPL Financial
237
LPL Financial
California
-$364K -25,001 Closed
Capital World Investors
238
Capital World Investors
California
-$302K -20,789 Closed
GTCM
239
Gyon Technologies Capital Management
New Jersey
-$291K -20,021 Closed
JFL
240
Jarislowsky, Fraser Ltd
Quebec, Canada
-$187K -12,946 Closed
CA
241
Calton & Associates
Florida
-$158K -10,874 Closed
BBL
242
Beck Bode LLC
Massachusetts
-$27K -1,844 Closed
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
-$15K -1,000 Closed
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
-$2K -166 Closed
FHA
245
Flagship Harbor Advisors
Massachusetts
-$1K -118 Closed
FMP
246
Financial Management Professionals
Texas
-$1K -82 Closed
SSB
247
Sandy Spring Bank
Maryland
-$1K -82 Closed

AQN Hedge Fund Activity: Q4 2020 in Review

230 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2020, worth a combined $4.68B — up 11% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AQN positions and 17 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $75.9M. The largest seller was Credit Suisse, cutting an estimated $89.4M.

  • 230 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $4.68B of Algonquin Power & Utilities stock for Q4 2020, up 11% quarter-over-quarter.
  • 39 funds opened new Algonquin Power & Utilities positions in Q4 2020 and 17 closed out, a net change of +22 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2020 was Toronto Dominion Bank, an estimated $75.9M added.
  • The largest Algonquin Power & Utilities seller in Q4 2020 was Credit Suisse, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2020.