Algonquin Power & Utilities
AQN
234 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 24 closing their positions.
5,144% more call options, than puts
Call options by funds: $112M | Put options by funds: $2.14M
38% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 71
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
2% more funds holding
Funds holding: 230 → 234 (+4)
1.4% less ownership
Funds ownership: 46.63% → 45.23% (-1.4%)
6% less capital invested
Capital invested by funds: $4.5B → $4.22B (-$284M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSC
MUFG Securities (Canada)
New York
|
+$63M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$60.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$56.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$42.8M |
| 5 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$124M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$68.6M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$42.7M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$42.1M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$26.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LOAMS
251
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| – | -$281K | -14,089 | Closed |
|
252
Simplex Trading
Chicago,
Illinois
| – | -$87.6K | -5,560 | Closed |
|
|
IAIM
253
International Assets Investment Management
Orlando,
Florida
| – | -$16K | -1,000 | Closed |
|
|
SFS
254
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$3K | -217 | Closed |
|
|
VFA
255
Valeo Financial Advisors
Carmel,
Indiana
| – | -$3K | -177 | Closed |
|
|
WAP
256
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$2K | -112 | Closed |
|
|
AIC
257
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1.65K | -104 | Closed |
|
258
BlackRock
New York
| – | -$1K | -85 | Closed |
|
AQN Hedge Fund Activity: Q2 2021 in Review
234 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2021, worth a combined $4.22B — down 6.3% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AQN positions and 24 closed out — a net gain of 7 holders — while 98 added to existing stakes and 71 trimmed.
The largest buyer was MUFG Securities (Canada), adding an estimated $63M. The largest seller was GQG Partners, exiting entirely with an estimated $124M sold.
- 234 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2021, up from 230 in Q1 2021.
- Funds reported $4.22B of Algonquin Power & Utilities stock for Q2 2021, down 6.3% quarter-over-quarter.
- 31 funds opened new Algonquin Power & Utilities positions in Q2 2021 and 24 closed out, a net change of +7 holders.
- The largest Algonquin Power & Utilities buyer in Q2 2021 was MUFG Securities (Canada), an estimated $63M added.
- The largest Algonquin Power & Utilities seller in Q2 2021 was GQG Partners, an estimated $124M sold.
Based on aggregated 13F filings for Q2 2021.