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Algonquin Power & Utilities
AQN

Overview Fund Activity

253 hedge funds and large institutions have $2.41B invested in Algonquin Power & Utilities in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
90
Reduced
87
Closed
52
Calls
$5.62M
Puts
$19.4M
Net Calls
-$13.7M
Net Calls Change
-$11.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$86.8M
2
Fidelity International
Fidelity International
Bermuda
+$66.5M
3
Morgan Stanley
Morgan Stanley
New York
+$29.6M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$26.4M
5
PCM
Philosophy Capital Management
California
+$23.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
2
Norges Bank
Norges Bank
Norway
-$65M
3
CM
Corvex Management
New York
-$59.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.5M
5
CVA
Ceredex Value Advisors
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
226
Founders Capital Management (Texas)
Texas
$12.6K – – –
ASN
227
Advisory Services Network
Georgia
$12.5K +$12.5K +1,980 New
GWM
228
Geneos Wealth Management
Colorado
$12.2K – – –
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$11K -$2.63K -423 -19%
IA
230
IFP Advisors
Florida
$10K +$5.57K +881 +125%
BWM
231
Baystate Wealth Management
Massachusetts
$8.65K +$8.65K +1,368 New
JWM
232
Janiczek Wealth Management
Colorado
$6.51K +$4.85K +763 +293%
FFA
233
Farther Finance Advisors
California
$5.92K +$5.92K +937 New
BF
234
BOK Financial
Oklahoma
$5.02K – – –
O
235
Ossiam
France
$4.24K +$4.24K +669 New
Optiver Holding
236
Optiver Holding
Netherlands
$4.22K +$2.95K +467 +234%
RhumbLine Advisers
237
RhumbLine Advisers
Massachusetts
$3.44K – – –
AF
238
Allworth Financial
California
$3.23K +$3.23K +511 New
BIA
239
Bell Investment Advisors
California
$2.08K -$1.56K -246 -43%
VNA
240
Valley National Advisers
Pennsylvania
$2K – – –
BTI
241
Blue Trust Inc
Georgia
$2K +$2K +405 New
AAP
242
Arax Advisory Partners
Colorado
$1.34K -$3.36K -531 -72%
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.11K -$474 -75 -30%
CFO
244
CVA Family Office
Colorado
$1.06K +$1.06K +168 New
NMM
245
Naples Money Management
Florida
$992 +$992 +157 New
TF
246
Tompkins Financial
New York
$632 -$2.53K -400 -80%
NSIM
247
North Star Investment Management
Illinois
$632 – – –
AF
248
Advisornet Financial
Minnesota
$632 – – –
FWA
249
FSC Wealth Advisors
New York
$632 +$632 +100 New
HCP
250
Hexagon Capital Partners
Arkansas
$335 +$234 +37 +231%
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