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Algonquin Power & Utilities

262 hedge funds and large institutions have $2.77B invested in Algonquin Power & Utilities in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 84 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $4.21M

23% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 84

1.32% more ownership

Funds ownership: 42.34%43.66% (+1.3%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 266262 (-4)

17% less capital invested

Capital invested by funds: $3.34B → $2.77B (-$569M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
103
Reduced
84
Closed
35
Calls
$24.3M
Puts
$4.21M
Net Calls
+$20.1M
Net Calls Change
+$881K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$28K +$15.4K +1,132 +84%
TCWA
227
Ten Capital Wealth Advisors
Washington
$28K +$34.2K +2,521 New
SWM
228
Spire Wealth Management
Virginia
$27K -$66.6K -4,911 -67%
HSA
229
HBK Sorce Advisory
Pennsylvania
$24K +$339K +25,000 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$23K
GIS
231
Grayhawk Investment Strategies
Alberta, Canada
$22K
HNB
232
Huntington National Bank
Ohio
$22K
PP
233
Pacifica Partners
Canada
$20K
IA
234
IFP Advisors
Florida
$16K +$13.1K +967 +161%
CA
235
Crewe Advisors
Utah
$12K
GWM
236
Geneos Wealth Management
Colorado
$12K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$12K +$7.93K +585 +117%
CB
238
Community Bank
New York
$11K
Bessemer Group
239
Bessemer Group
New Jersey
$9K +$11.3K +834 New
GRP
240
Global Retirement Partners
California
$8K +$4.35K +321 +74%
HS
241
Horan Securities
United States
$7K
AAP
242
Arax Advisory Partners
Colorado
$4K -$7.03K -518 -57%
VNA
243
Valley National Advisers
Pennsylvania
$4K
MCM
244
MV Capital Management
Maryland
$3K -$4.07K -300 -50%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$3K
SWM
246
Sugarloaf Wealth Management
Georgia
$3K
JWA
247
JFS Wealth Advisors
Pennsylvania
$3K +$407 +30 +11%
FMP
248
Financial Management Professionals
Texas
$3K +$3.88K +286 New
CTC
249
Central Trust Company
Missouri
$2K
S
250
SignatureFD
Georgia
$2K