We are live on ! Find out more
AQN icon

Algonquin Power & Utilities
AQN

236 hedge funds and large institutions have $3.96B invested in Algonquin Power & Utilities in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 234 → 236 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.68% less ownership

Funds ownership: 45.23% → 42.55% (-2.7%)

6% less capital invested

Capital invested by funds: $4.22B → $3.96B (-$262M)

25% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.96M

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
100
Reduced
73
Closed
22
Calls
$1.47M
Puts
$1.96M
Net Calls
-$496K
Net Calls Change
-$111M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$88.3M
2
MSC
MUFG Securities (Canada)
New York
-$38.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
226
RPG Investment Advisory
California
$6K – – –
EVM
227
Eaton Vance Management
Massachusetts
$6K +$2.71K +176 +11%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$4K – – –
CG
229
Cutler Group
California
$3K -$13.9K -900 -79%
CTC
230
Central Trust Company
Missouri
$3K – – –
EARNEST Partners
231
EARNEST Partners
Georgia
$3K – – –
S
232
SignatureFD
Georgia
$2K +$355 +23 +18%
BIA
233
Bell Investment Advisors
California
$1K +$571 +37 New
RBC
234
Roble Belko & Company
Pennsylvania
$1K +$925 +60 New
NSIM
235
North Star Investment Management
Illinois
$1K +$1.54K +100 New
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
– -$19.8M -1,325,000 Closed
ZP
237
Zimmer Partners
New York
– -$8.96M -601,142 Closed
LCP
238
LGT Capital Partners
Switzerland
– -$5.64M -378,540 Closed
OSAM
239
O'Shaughnessy Asset Management
Connecticut
– -$2.52M -169,038 Closed
ACA
240
Aptus Capital Advisors
Alabama
– -$1.41M -94,512 Closed
TWI
241
Thomas White International
Illinois
– -$1.32M -88,862 Closed
Aviva
242
Aviva
United Kingdom
– -$1.32M -88,423 Closed
Verition Fund Management
243
Verition Fund Management
Connecticut
– -$952K -63,954 Closed
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
– -$919K -61,763 Closed
Two Sigma Investments
245
Two Sigma Investments
New York
– -$779K -52,385 Closed
TPM
246
Triasima Portfolio Management
Quebec, Canada
– -$752K -50,492 Closed
NIM
247
NXG Investment Management
Texas
– -$565K -38,000 Closed
QSS
248
Quantitative Systematic Strategies
Florida
– -$523K -35,166 Closed
HIS
249
Horizon Investment Services
Indiana
– -$483K -32,458 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
– -$401K -26,978 Closed
7 8 9
10
11

AQN Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2021, worth a combined $3.96B — down 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AQN positions and 22 closed out — a net gain of 6 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $20.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $88.3M.

  • 236 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $3.96B of Algonquin Power & Utilities stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Algonquin Power & Utilities positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $20.9M added.
  • The largest Algonquin Power & Utilities seller in Q3 2021 was Toronto Dominion Bank, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2021.