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Algonquin Power & Utilities

278 hedge funds and large institutions have $3.1B invested in Algonquin Power & Utilities in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $11.8M

46% more capital invested

Capital invested by funds: $2.12B → $3.1B (+$977M)

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

7.3% more ownership

Funds ownership: 46.17%53.47% (+7.3%)

5% more funds holding

Funds holding: 265278 (+13)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

Holders
278
Holders Change
+13
Holders Change %
+4.91%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
71
Increased
85
Reduced
84
Closed
53
Calls
$22.5M
Puts
$11.8M
Net Calls
+$10.7M
Net Calls Change
+$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
226
Gulf International Bank (UK)
United Kingdom
$48K
Group One Trading
227
Group One Trading
Illinois
$42.2K -$246K -32,703 -87%
ASN
228
Advisory Services Network
Georgia
$31.5K -$6.46K -859 -19%
NFSG
229
Newbridge Financial Services Group
Florida
$31.5K +$15K +2,000 +114%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$30.3K -$19.5K -2,587 -42%
PP
231
Pacifica Partners
Canada
$24.8K +$19.6K +2,600 +867%
GIS
232
Grayhawk Investment Strategies
Alberta, Canada
$23K -$1.07K -142 -7%
LC
233
Lindbrook Capital
California
$19.9K +$17.8K +2,366 New
Mitsubishi UFJ Trust & Banking
234
Mitsubishi UFJ Trust & Banking
Japan
$17.3K
FCMT
235
Founders Capital Management (Texas)
Texas
$17K
CTA
236
Colonial Trust Advisors
South Carolina
$16.8K
HNB
237
Huntington National Bank
Ohio
$16.8K
GWM
238
Geneos Wealth Management
Colorado
$15K +$4.51K +600 +51%
C
239
Covestor
United Kingdom
$13K +$11.7K +1,553 New
CCM
240
Chilton Capital Management
Texas
$12.6K +$11.3K +1,500 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$12K +$6.63K +881 +176%
GI
242
Gradient Investments
Minnesota
$10.2K +$8.11K +1,078 +817%
FCA
243
Fortis Capital Advisors
Kansas
$9.99K +$8.95K +1,189 New
AF
244
Allworth Financial
California
$9.47K +$8.48K +1,127 New
CA
245
Crewe Advisors
Utah
$9.46K
CB
246
Community Bank
New York
$8.4K
HIM
247
Hillsdale Investment Management
Ontario, Canada
$8.38K +$7.53K +1,000 New
CWM
248
Compass Wealth Management
Connecticut
$8.38K
IA
249
IFP Advisors
Florida
$6.92K +$2.52K +335 +90%
HS
250
Horan Securities
United States
$5.59K

AQN Hedge Fund Activity: Q1 2023 in Review

278 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q1 2023, worth a combined $3.1B — up 46% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AQN positions and 53 closed out — a net gain of 18 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $236M. The largest seller was Toronto Dominion Bank, cutting an estimated $104M.

  • 278 institutional investors held Algonquin Power & Utilities (AQN) as of Q1 2023, up from 265 in Q4 2022.
  • Funds reported $3.1B of Algonquin Power & Utilities stock for Q1 2023, up 46% quarter-over-quarter.
  • 71 funds opened new Algonquin Power & Utilities positions in Q1 2023 and 53 closed out, a net change of +18 holders.
  • The largest Algonquin Power & Utilities buyer in Q1 2023 was EdgePoint Investment Group, an estimated $236M added.
  • The largest Algonquin Power & Utilities seller in Q1 2023 was Toronto Dominion Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2023.