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Algonquin Power & Utilities

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47%54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$82.8K
TC
227
Tacita Capital
Ontario, Canada
$72K
PA
228
Parallel Advisors
California
$69.5K +$6.58K +774 +10%
CQS
229
Credential Qtrade Securities
$59.1K -$17K -1,997 -22%
VanEck Associates
230
VanEck Associates
New York
$59K -$204 -24 -0.3%
SIC
231
Salem Investment Counselors
North Carolina
$55.8K +$56.6K +6,667 New
SWM
232
Spire Wealth Management
Virginia
$51.6K -$1.44K -170 -3%
UM
233
UniSuper Management
Australia
$51.5K +$39.9K +4,700 New
GIBU
234
Gulf International Bank (UK)
United Kingdom
$47K
NFSG
235
Newbridge Financial Services Group
Florida
$41.3K +$10.6K +1,250 +33%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$29.8K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$24K +$12.7K +1,493 +108%
GIS
238
Grayhawk Investment Strategies
Alberta, Canada
$21.8K
Mitsubishi UFJ Trust & Banking
239
Mitsubishi UFJ Trust & Banking
Japan
$20.4K +$3.4K +400 +19%
CTA
240
Colonial Trust Advisors
South Carolina
$16.5K
FCMT
241
Founders Capital Management (Texas)
Texas
$16.5K
GWM
242
Geneos Wealth Management
Colorado
$14.8K
LC
243
Lindbrook Capital
California
$14K -$5.7K -671 -28%
AF
244
Allworth Financial
California
$9.31K
CB
245
Community Bank
New York
$8.26K
GI
246
Gradient Investments
Minnesota
$7.26K -$2.81K -331 -27%
RhumbLine Advisers
247
RhumbLine Advisers
Massachusetts
$7.14K +$7.34K +864 New
IA
248
IFP Advisors
Florida
$6.79K +$977 +115 +16%
TRCT
249
Tower Research Capital (TRC)
New York
$5.82K -$149K -17,511 -96%
HS
250
Horan Securities
United States
$5.49K