We are live on ! Find out more
AQN icon

Algonquin Power & Utilities

234 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,144% more call options, than puts

Call options by funds: $112M | Put options by funds: $2.14M

38% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

2% more funds holding

Funds holding: 230234 (+4)

1.4% less ownership

Funds ownership: 46.63%45.23% (-1.4%)

6% less capital invested

Capital invested by funds: $4.5B → $4.22B (-$284M)

Holders
234
Holders Change
+4
Holders Change %
+1.74%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
98
Reduced
71
Closed
24
Calls
$112M
Puts
$2.14M
Net Calls
+$110M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$6K +$6.16K +391 New
BFEC
227
Benjamin F. Edwards & Company
Missouri
$4K
CTC
228
Central Trust Company
Missouri
$3K
EARNEST Partners
229
EARNEST Partners
Georgia
$3K
SWM
230
Sugarloaf Wealth Management
Georgia
$3K +$3.15K +200 New
NFG
231
Next Financial Group
Texas
$2K
S
232
SignatureFD
Georgia
$2K
M1FG
233
Mach-1 Financial Group
Arkansas
$2K +$2.55K +162 New
GQG Partners
234
GQG Partners
Florida
-$124M -7,803,198 Closed
UBS AM
235
UBS AM
Illinois
-$42.1M -2,659,801 Closed
Fidelity Investments
236
Fidelity Investments
Massachusetts
-$24.2M -1,537,857 -100%
Axa
237
Axa
France
-$8.44M -532,500 Closed
BCM
238
Barometer Capital Management
Ontario, Canada
-$3.68M -184,700 Closed
LOAMU
239
Lombard Odier Asset Management (USA)
New York
-$2.38M -150,000 Closed
CP
240
Cumberland Partners
Ontario, Canada
-$2.3M -145,450 Closed
FI
241
Fosun International
China
-$2.25M -89,960 Closed
MWNA
242
Marshall Wace North America
New York
-$1.19M -75,300 Closed
DTL
243
Dynamic Technology Lab
Singapore
-$1M -63,304 Closed
CC
244
Cipher Capital
New York
-$856K -54,061 Closed
YIH
245
Y-Intercept (HK)
Hong Kong
-$713K -36,033 Closed
WCM
246
Washington Capital Management
Washington
-$521K -32,900 Closed
ECM
247
ExodusPoint Capital Management
New York
-$514K -32,471 Closed
RIM
248
Regent Investment Management
Kentucky
-$318K -20,100 Closed
CAG
249
Csenge Advisory Group
Florida
-$308K -18,717 Closed
VFA
250
Voya Financial Advisors
Connecticut
-$261K -16,625 Closed

AQN Hedge Fund Activity: Q2 2021 in Review

234 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2021, worth a combined $4.22B — down 6.3% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AQN positions and 24 closed out — a net gain of 7 holders — while 98 added to existing stakes and 71 trimmed.

The largest buyer was MUFG Securities (Canada), adding an estimated $63M. The largest seller was GQG Partners, exiting entirely with an estimated $124M sold.

  • 234 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2021, up from 230 in Q1 2021.
  • Funds reported $4.22B of Algonquin Power & Utilities stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 31 funds opened new Algonquin Power & Utilities positions in Q2 2021 and 24 closed out, a net change of +7 holders.
  • The largest Algonquin Power & Utilities buyer in Q2 2021 was MUFG Securities (Canada), an estimated $63M added.
  • The largest Algonquin Power & Utilities seller in Q2 2021 was GQG Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.