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Algonquin Power & Utilities

248 hedge funds and large institutions have $3.86B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

35% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $6.66M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

5% more funds holding

Funds holding: 236248 (+12)

2% less capital invested

Capital invested by funds: $3.96B → $3.86B (-$98.3M)

2.89% less ownership

Funds ownership: 42.55%39.66% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
99
Reduced
78
Closed
25
Calls
$8.98M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Community Bank
New York
$14K +$14.3K +1,000 New
BlackRock
227
BlackRock
New York
$11K -$816 -57 -7%
HS
228
Horan Securities
United States
$10K +$9.52K +665 New
MCM
229
MV Capital Management
Maryland
$9K
TCM
230
TD Capital Management
Tennessee
$9K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$7K -$215 -15 -3%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.16K +500 New
BIA
233
Bell Investment Advisors
California
$6K +$5.04K +352 +951%
VNA
234
Valley National Advisers
Pennsylvania
$5K -$2.83K -198 -37%
CCMIC
235
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K -$2.52K -176 -35%
EFS
236
Econ Financial Services
Pennsylvania
$5K +$5.4K +377 New
NFG
237
Next Financial Group
Texas
$4K -$2.45K -171 -38%
AAP
238
Arax Advisory Partners
Colorado
$4K -$1.53K -107 -27%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$4K
DWA
240
Delos Wealth Advisors
Texas
$4K +$3.96K +277 New
EARNEST Partners
241
EARNEST Partners
Georgia
$3K
SWM
242
Sugarloaf Wealth Management
Georgia
$3K +$2.86K +200 New
FAG
243
Fortitude Advisory Group
Washington
$3K +$3.29K +230 New
S
244
SignatureFD
Georgia
$2K +$115 +8 +5%
M1FG
245
Mach-1 Financial Group
Arkansas
$2K +$2.32K +162 New
NSIM
246
North Star Investment Management
Illinois
$1K
RBC
247
Roble Belko & Company
Pennsylvania
$1K
JWA
248
JFS Wealth Advisors
Pennsylvania
$1K +$1.26K +88 New
MBI
249
Montrusco Bolton Investments
Quebec, Canada
-$9.19M -626,569 Closed
BFS
250
Baskin Financial Services
Ontario, Canada
-$6.12M -417,845 Closed