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Algonquin Power & Utilities

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47%54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$5.01K
RAM
252
Riggs Asset Management
Pennsylvania
$4.54K +$425 +50 +10%
BIA
253
Bell Investment Advisors
California
$4.16K +$442 +52 +12%
TF
254
Tompkins Financial
New York
$4.13K
BBHC
255
Brown Brothers Harriman & Co
New York
$4.13K +$4.25K +500 New
Bessemer Group
256
Bessemer Group
New Jersey
$4K +$4.16K +490 New
VNA
257
Valley National Advisers
Pennsylvania
$3K
SS
258
Sunbelt Securities
Texas
$2.81K
HI
259
Hoey Investments
Pennsylvania
$2.48K
JWM
260
Janiczek Wealth Management
Colorado
$2.18K
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.02K +$943 +111 +83%
CPG
262
Cornerstone Planning Group
New Jersey
$1.91K +$1.96K +231 New
PP
263
Pacifica Partners
Canada
$1.67K -$22.9K -2,700 -93%
GRP
264
Global Retirement Partners
California
$1.56K
WFA
265
West Financial Advisors
Iowa
$1.45K
CTC
266
Central Trust Company
Missouri
$1.2K
AF
267
Advisornet Financial
Minnesota
$826
NSIM
268
North Star Investment Management
Illinois
$826
EARNEST Partners
269
EARNEST Partners
Georgia
$710
WP
270
WealthPLAN Partners
Nebraska
$620 +$637 +75 New
QC
271
Quent Capital
New York
$430
CCM
272
Copeland Capital Management
Pennsylvania
$388
HCP
273
Hexagon Capital Partners
Arkansas
$223 -$8 -1 -4%
TWD
274
True Wealth Design
Ohio
$149 +$25 +3 +20%
BWL
275
Bogart Wealth LLC
Virginia
$8