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Algonquin Power & Utilities

237 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.8% more ownership

Funds ownership: 52.87%53.67% (+0.8%)

6% less capital invested

Capital invested by funds: $2.38B → $2.25B (-$134M)

8% less funds holding

Funds holding: 257237 (-20)

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $160M

Holders
237
Holders Change
-20
Holders Change %
-7.78%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
84
Closed
53
Calls
$18.2M
Puts
$160M
Net Calls
-$141M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
226
Hexagon Capital Partners
Arkansas
$1.07K +$1.11K +196 New
VNA
227
Valley National Advisers
Pennsylvania
$1K
TFA
228
Transamerica Financial Advisors
Florida
$1K +$85 +15 New
NMM
229
Naples Money Management
Florida
$856
SAM
230
Smartleaf Asset Management
Massachusetts
$658
FHA
231
First Horizon Advisors
Tennessee
$452 +$472 +83 New
CPG
232
Cornerstone Planning Group
New Jersey
$402 -$2.18K -384 -82%
TWD
233
True Wealth Design
Ohio
$50 -$97 -17 -65%
CFFP
234
Center for Financial Planning
Michigan
$11
JWA
235
JFS Wealth Advisors
Pennsylvania
$6 -$17 -3 -75%
BWL
236
Bogart Wealth LLC
Virginia
$5
Adage Capital Partners
237
Adage Capital Partners
Massachusetts
-$31.1M -5,300,000 Closed
WA
238
Whitebox Advisors
Minnesota
-$18.5M -3,157,963 Closed
CM
239
Crestline Management
Texas
-$15.9M -2,705,682 Closed
TCA
240
Troluce Capital Advisors
Puerto Rico
-$15.1M -2,575,000 Closed
Capital Research Global Investors
241
Capital Research Global Investors
California
-$12.2M -2,088,973 Closed
HF
242
HRT Financial
New York
-$10.7M -1,823,967 Closed
1M
243
13D Management
New York
-$5.76M -983,205 Closed
NIM
244
NXG Investment Management
Texas
-$4.85M -828,000 Closed
AFA
245
Alta Fundamental Advisers
New York
-$4.39M -750,000 Closed
GCM
246
Greenland Capital Management
New York
-$2.97M -522,376 Closed
ECM
247
ExodusPoint Capital Management
New York
-$2.51M -428,389 Closed
BCM
248
Beryl Capital Management
California
-$1.88M -321,654 Closed
MS
249
Maven Securities
Jersey
-$1.47M -250,000 Closed
MA
250
MYDA Advisors
New York
-$1.2M -205,000 Closed