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Algonquin Power & Utilities
AQN

Overview Fund Activity

248 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
98
Reduced
69
Closed
36
Calls
$21.4M
Puts
$5.73M
Net Calls
+$15.7M
Net Calls Change
+$13.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$24.5M
2
Goldman Sachs
Goldman Sachs
New York
+$21.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.5M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$16.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.8M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.4M
2
KACA
Kayne Anderson Capital Advisors
California
-$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.9M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MV Capital Management
Maryland
$9K – – –
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
OLVIG
228
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$8K +500 New
IA
229
IFP Advisors
Florida
$7K +$7K +600 New
AAP
230
Arax Advisory Partners
Colorado
$6K +$1.56K +100 +35%
CCM
231
Covington Capital Management
California
$6K +$6K +356 New
Optiver Holding
232
Optiver Holding
Netherlands
$6K +$6K +396 New
GRP
233
Global Retirement Partners
California
$6K +$6K +435 New
VNA
234
Valley National Advisers
Pennsylvania
$5K – – –
BFEC
235
Benjamin F. Edwards & Company
Missouri
$5K – – –
FAG
236
Fortitude Advisory Group
Washington
$4K – – –
FHA
237
First Horizon Advisors
Tennessee
$4K +$4K +266 New
EARNEST Partners
238
EARNEST Partners
Georgia
$3K – – –
JWA
239
JFS Wealth Advisors
Pennsylvania
$3K +$1.6K +100 +114%
NSIM
240
North Star Investment Management
Illinois
$2K – – –
M1FG
241
Mach-1 Financial Group
Arkansas
$2K – – –
S
242
SignatureFD
Georgia
$2K – – –
CTC
243
Central Trust Company
Missouri
$2K +$2K +145 New
RBC
244
Roble Belko & Company
Pennsylvania
$1K – – –
QC
245
Quent Capital
New York
$1K +$1K +52 New
PFS
246
Prospera Financial Services
Texas
$1K +$1K +55 New
KACA
247
Kayne Anderson Capital Advisors
California
– -$24.2M -1,677,755 Closed
ZP
248
Zimmer Partners
New York
– -$5.7M -394,452 Closed
NAM
249
NewGen Asset Management
Ontario, Canada
– -$5.29M -366,200 Closed
MSC
250
MUFG Securities (Canada)
New York
– -$5.18M -358,407 Closed
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