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Algonquin Power & Utilities
AQN

Overview Fund Activity

247 hedge funds and large institutions have $3.85B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
99
Reduced
77
Closed
25
Calls
$8.99M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.1M
2
IIM
Intact Investment Management
Quebec, Canada
+$32.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$20.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.1M
5
Legal & General Group
Legal & General Group
United Kingdom
+$17.7M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
-$60.4M
2
MSC
MUFG Securities (Canada)
New York
-$43M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$19.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.9M
5
TCA
Tortoise Capital Advisors
Kansas
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
226
BlackRock
New York
$11K -$860 -57 -7%
HS
227
Horan Securities
United States
$10K +$10K +665 New
TCM
228
TD Capital Management
Tennessee
$9K – – –
MCM
229
MV Capital Management
Maryland
$9K – – –
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$7K -$222 -15 -3%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +500 New
BIA
232
Bell Investment Advisors
California
$6K +$5.43K +352 +951%
VNA
233
Valley National Advisers
Pennsylvania
$5K -$2.91K -198 -37%
CCMIC
234
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K -$2.71K -176 -35%
EFS
235
Econ Financial Services
Pennsylvania
$5K +$5K +377 New
NFG
236
Next Financial Group
Texas
$4K -$2.43K -171 -38%
AAP
237
Arax Advisory Partners
Colorado
$4K -$1.51K -107 -27%
BFEC
238
Benjamin F. Edwards & Company
Missouri
$4K – – –
DWA
239
Delos Wealth Advisors
Texas
$4K +$4K +277 New
EARNEST Partners
240
EARNEST Partners
Georgia
$3K – – –
SWM
241
Sugarloaf Wealth Management
Georgia
$3K +$3K +200 New
FAG
242
Fortitude Advisory Group
Washington
$3K +$3K +230 New
S
243
SignatureFD
Georgia
$2K +$100 +8 +5%
M1FG
244
Mach-1 Financial Group
Arkansas
$2K +$2K +162 New
NSIM
245
North Star Investment Management
Illinois
$1K – – –
RBC
246
Roble Belko & Company
Pennsylvania
$1K – – –
JWA
247
JFS Wealth Advisors
Pennsylvania
$1K +$1K +88 New
MBI
248
Montrusco Bolton Investments
Quebec, Canada
– -$9.19M -626,569 Closed
BFS
249
Baskin Financial Services
Ontario, Canada
– -$6.12M -417,845 Closed
BIMC
250
Benson Investment Management Company
Virginia
– -$4.04M -275,785 Closed
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