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Algonquin Power & Utilities
AQN

Overview Fund Activity

274 hedge funds and large institutions have $3.12B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
44
Increased
92
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
Starboard Value
New York
$282M
2
Bank of America
Bank of America
North Carolina
$196M
3
Fidelity International
Fidelity International
Bermuda
$61.8M
4
Aviva
Aviva
United Kingdom
$14.3M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$120M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$176M
3
SC
Samlyn Capital
New York
$0
4
CM
Corvex Management
New York
$67.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$69.5K +$6.39K +774 +10%
CQS
227
Credential Qtrade Securities
$59.1K -$16.5K -1,997 -22%
VanEck Associates
228
VanEck Associates
New York
$59K -$200 -24 -0.3%
SIC
229
Salem Investment Counselors
North Carolina
$55.8K +$55.8K +6,667 New
SWM
230
Spire Wealth Management
Virginia
$51.7K -$1.4K -170 -3%
UM
231
UniSuper Management
Australia
$51.5K +$51.5K +4,700 New
GIBU
232
Gulf International Bank (UK)
United Kingdom
$47K – – –
NFSG
233
Newbridge Financial Services Group
Florida
$41.3K +$10.3K +1,250 +33%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$29.8K – – –
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$24K +$12.5K +1,493 +108%
GIS
236
Grayhawk Investment Strategies
Alberta, Canada
$21.8K – – –
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$20.4K +$3.31K +400 +19%
CTA
238
Colonial Trust Advisors
South Carolina
$16.5K – – –
FCMT
239
Founders Capital Management (Texas)
Texas
$16.5K – – –
GWM
240
Geneos Wealth Management
Colorado
$14.8K – – –
LC
241
Lindbrook Capital
California
$14K -$5.54K -671 -28%
AF
242
Allworth Financial
California
$9.31K – – –
CB
243
Community Bank
New York
$8.26K – – –
GI
244
Gradient Investments
Minnesota
$7.26K -$2.73K -331 -27%
RhumbLine Advisers
245
RhumbLine Advisers
Massachusetts
$7.14K +$7.14K +864 New
IA
246
IFP Advisors
Florida
$6.79K +$950 +115 +16%
TRCT
247
Tower Research Capital (TRC)
New York
$5.82K -$145K -17,511 -96%
HS
248
Horan Securities
United States
$5.49K – – –
AAP
249
Arax Advisory Partners
Colorado
$5.01K – – –
RAM
250
Riggs Asset Management
Pennsylvania
$4.54K +$413 +50 +10%
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