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Algonquin Power & Utilities

278 hedge funds and large institutions have $3.1B invested in Algonquin Power & Utilities in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $11.8M

46% more capital invested

Capital invested by funds: $2.12B → $3.1B (+$977M)

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

7.3% more ownership

Funds ownership: 46.17%53.47% (+7.3%)

5% more funds holding

Funds holding: 265278 (+13)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

Holders
278
Holders Change
+13
Holders Change %
+4.91%
% 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
84
Closed
53
Calls
$22.5M
Puts
$11.8M
Net Calls
+$10.7M
Net Calls Change
+$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$5.1K -$1.93K -256 -30%
TF
252
Tompkins Financial
New York
$4.2K -$3.01K -400 -44%
RAM
253
Riggs Asset Management
Pennsylvania
$4.2K +$3.76K +500 New
CG
254
Cutler Group
California
$4K -$10.5K -1,400 -72%
BIA
255
Bell Investment Advisors
California
$3.8K +$1.2K +160 +55%
VNA
256
Valley National Advisers
Pennsylvania
$3K -$113 -15 -4%
SS
257
Sunbelt Securities
Texas
$2.92K +$2.56K +340 New
HI
258
Hoey Investments
Pennsylvania
$2.52K
Parallax Volatility Advisers
259
Parallax Volatility Advisers
California
$2.52K +$2.26K +300 New
JWM
260
Janiczek Wealth Management
Colorado
$2.24K +$1.96K +260 New
SWM
261
Sugarloaf Wealth Management
Georgia
$1.68K
BAAM
262
Baker Avenue Asset Management
California
$1.68K +$1.5K +200 New
GRP
263
Global Retirement Partners
California
$1.65K +$1.42K +189 New
WFA
264
West Financial Advisors
Iowa
$1.47K
SC
265
Schubert & Co
Texas
$1.33K +$173 +23 +17%
SSC
266
Syverson Strege & Co
Iowa
$1.32K +$1.18K +157 New
CTC
267
Central Trust Company
Missouri
$1.22K
JWA
268
JFS Wealth Advisors
Pennsylvania
$1.13K +$941 +125 +1,389%
RBC
269
Roble Belko & Company
Pennsylvania
$1K
AF
270
Advisornet Financial
Minnesota
$840
NSIM
271
North Star Investment Management
Illinois
$840
EARNEST Partners
272
EARNEST Partners
Georgia
$722
QC
273
Quent Capital
New York
$437
HCP
274
Hexagon Capital Partners
Arkansas
$235
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$213 -$69.2K -9,192 -27%

AQN Hedge Fund Activity: Q1 2023 in Review

278 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q1 2023, worth a combined $3.1B — up 46% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AQN positions and 53 closed out — a net gain of 18 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $236M. The largest seller was Toronto Dominion Bank, cutting an estimated $104M.

  • 278 institutional investors held Algonquin Power & Utilities (AQN) as of Q1 2023, up from 265 in Q4 2022.
  • Funds reported $3.1B of Algonquin Power & Utilities stock for Q1 2023, up 46% quarter-over-quarter.
  • 71 funds opened new Algonquin Power & Utilities positions in Q1 2023 and 53 closed out, a net change of +18 holders.
  • The largest Algonquin Power & Utilities buyer in Q1 2023 was EdgePoint Investment Group, an estimated $236M added.
  • The largest Algonquin Power & Utilities seller in Q1 2023 was Toronto Dominion Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2023.