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Algonquin Power & Utilities
AQN

Overview Fund Activity

260 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-14
Holders Change %
-5.11%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
92
Reduced
91
Closed
52
Calls
$15.2M
Puts
$17.2M
Net Calls
-$2M
Net Calls Change
+$17.4M

Top Buyers

1
SV
Starboard Value
New York
+$144M
2
Fidelity International
Fidelity International
Bermuda
+$21.7M
3
SC
Sasco Capital
Connecticut
+$18.2M
4
CM
Corvex Management
New York
+$13.1M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
CCPM
Cooper Creek Partners Management
New York
-$35.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.3M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$14.3M
5
JFG
Jefferies Financial Group
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
226
Stonehage Fleming Financial Services
Jersey
$28.1K +$28.1K +4,721 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$21.4K – – –
NFSG
228
Newbridge Financial Services Group
Florida
$17.8K -$11.8K -2,000 -40%
QCG
229
Quadrant Capital Group
Ohio
$16.3K -$121K -20,452 -88%
WTG
230
West Tower Group
Virginia
$16K +$16K +2,709 New
GIS
231
Grayhawk Investment Strategies
Alberta, Canada
$16K – – –
Mitsubishi UFJ Trust & Banking
232
Mitsubishi UFJ Trust & Banking
Japan
$15.2K +$592 +100 +4%
PA
233
Parallel Advisors
California
$14.6K -$35.2K -5,953 -71%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$13K -$4.05K -682 -24%
FCMT
235
Founders Capital Management (Texas)
Texas
$11.8K – – –
GWM
236
Geneos Wealth Management
Colorado
$11.5K +$870 +147 +8%
BGC
237
Beutel, Goodman & Co
Ontario, Canada
$5K +$5K +1,000 New
AAP
238
Arax Advisory Partners
Colorado
$4.39K +$799 +135 +22%
IA
239
IFP Advisors
Florida
$4.19K -$681 -115 -14%
BF
240
BOK Financial
Oklahoma
$3.99K +$3.99K +794 New
LC
241
Lindbrook Capital
California
$3.93K -$6.1K -1,031 -61%
BIA
242
Bell Investment Advisors
California
$3.4K +$420 +71 +14%
RhumbLine Advisers
243
RhumbLine Advisers
Massachusetts
$3.22K -$1.89K -320 -37%
BBHC
244
Brown Brothers Harriman & Co
New York
$2.96K – – –
TF
245
Tompkins Financial
New York
$2.96K – – –
VNA
246
Valley National Advisers
Pennsylvania
$2K – – –
JWM
247
Janiczek Wealth Management
Colorado
$1.57K – – –
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.49K +$36 +6 +2%
Optiver Holding
249
Optiver Holding
Netherlands
$1.18K +$1.18K +200 New
PP
250
Pacifica Partners
Canada
$1.13K – – –
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10
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