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Algonquin Power & Utilities

266 hedge funds and large institutions have $3.34B invested in Algonquin Power & Utilities in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $6.15M

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 77

7% more funds holding

Funds holding: 249266 (+17)

2.23% more ownership

Funds ownership: 40.11%42.34% (+2.2%)

21% less capital invested

Capital invested by funds: $4.23B → $3.34B (-$890M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+17
Holders Change %
+6.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
107
Reduced
77
Closed
17
Calls
$25.4M
Puts
$6.15M
Net Calls
+$19.2M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$56K +$30.3K +2,093 +103%
CFGS
227
Concourse Financial Group Securities
Alabama
$49K -$16.8K -1,161 -24%
SFFS
228
Stonehage Fleming Financial Services
Jersey
$47K
FPS
229
Fieldpoint Private Securities
Connecticut
$42K -$1.58K -109 -3%
AIL
230
AGF Investments LLC
Ontario, Canada
$41K
EC
231
Elequin Capital
New York
$40K -$933K -64,468 -96%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$35K +$6.11K +422 +20%
GIS
233
Grayhawk Investment Strategies
Alberta, Canada
$34K +$28.8K +1,990 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$29K
HNB
235
Huntington National Bank
Ohio
$27K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$23K +$25.2K +1,741 New
PP
237
Pacifica Partners
Canada
$21K
US Bancorp
238
US Bancorp
Minnesota
$18K
GWM
239
Geneos Wealth Management
Colorado
$16K
CA
240
Crewe Advisors
Utah
$15K +$16.3K +1,126 New
VVP
241
Venture Visionary Partners
Ohio
$13.4K +$14.4K +996 New
CB
242
Community Bank
New York
$13K
AAP
243
Arax Advisory Partners
Colorado
$12K +$7.5K +518 +135%
HS
244
Horan Securities
United States
$9K
MCM
245
MV Capital Management
Maryland
$8K
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$7K
IA
247
IFP Advisors
Florida
$7K
OLVIG
248
Oliver Lagore Vanvalin Investment Group
Michigan
$7K
Optiver Holding
249
Optiver Holding
Netherlands
$7K +$1.46K +101 +26%
GRP
250
Global Retirement Partners
California
$6K