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Algonquin Power & Utilities
AQN

Overview Fund Activity

277 hedge funds and large institutions have $3.09B invested in Algonquin Power & Utilities in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+13
Holders Change %
+4.92%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
71
Increased
85
Reduced
83
Closed
53
Calls
$22.5M
Puts
$11.8M
Net Calls
+$10.7M
Net Calls Change
+$4.19M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$263M
2
CM
Corvex Management
New York
+$99.9M
3
CCPM
Cooper Creek Partners Management
New York
+$44.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$39.5M
5
Bank of America
Bank of America
North Carolina
+$38.7M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$132M
2
Two Sigma Investments
Two Sigma Investments
New York
-$36.6M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$24.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$23M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
251
Tompkins Financial
New York
$4.2K -$3.36K -400 -44%
RAM
252
Riggs Asset Management
Pennsylvania
$4.2K +$4.2K +500 New
CG
253
Cutler Group
California
$4K -$10.5K -1,400 -72%
BIA
254
Bell Investment Advisors
California
$3.8K +$1.34K +160 +55%
VNA
255
Valley National Advisers
Pennsylvania
$3K -$138 -15 -4%
SS
256
Sunbelt Securities
Texas
$2.92K +$2.92K +340 New
HI
257
Hoey Investments
Pennsylvania
$2.52K – – –
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$2.52K +$2.52K +300 New
JWM
259
Janiczek Wealth Management
Colorado
$2.24K +$2.24K +260 New
SWM
260
Sugarloaf Wealth Management
Georgia
$1.68K – – –
BAAM
261
Baker Avenue Asset Management
California
$1.68K +$1.68K +200 New
GRP
262
Global Retirement Partners
California
$1.65K +$1.65K +189 New
WFA
263
West Financial Advisors
Iowa
$1.47K – – –
SC
264
Schubert & Co
Texas
$1.33K +$193 +23 +17%
SSC
265
Syverson Strege & Co
Iowa
$1.32K +$1.32K +157 New
CTC
266
Central Trust Company
Missouri
$1.22K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$1.13K +$1.05K +125 +1,389%
RBC
268
Roble Belko & Company
Pennsylvania
$1K – – –
NSIM
269
North Star Investment Management
Illinois
$840 – – –
AF
270
Advisornet Financial
Minnesota
$840 – – –
EARNEST Partners
271
EARNEST Partners
Georgia
$722 – – –
QC
272
Quent Capital
New York
$437 – – –
HCP
273
Hexagon Capital Partners
Arkansas
$235 – – –
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$213 -$77 -9,192 -27%
TWD
275
True Wealth Design
Ohio
$126 +$8 +1 +7%
9 10
11
12 13