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Algonquin Power & Utilities
AQN

Overview Fund Activity

274 hedge funds and large institutions have $3.12B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
44
Increased
92
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
Starboard Value
New York
+$282M
2
Bank of America
Bank of America
North Carolina
+$120M
3
Fidelity International
Fidelity International
Bermuda
+$30.5M
4
Aviva
Aviva
United Kingdom
+$14.3M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$14.2M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$139M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$51M
3
SC
Samlyn Capital
New York
-$33.3M
4
CM
Corvex Management
New York
-$30.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$4.16K +$430 +52 +12%
TF
252
Tompkins Financial
New York
$4.13K – – –
BBHC
253
Brown Brothers Harriman & Co
New York
$4.13K +$4.13K +500 New
Bessemer Group
254
Bessemer Group
New Jersey
$4K +$4K +490 New
VNA
255
Valley National Advisers
Pennsylvania
$3K – – –
SS
256
Sunbelt Securities
Texas
$2.81K – – –
HI
257
Hoey Investments
Pennsylvania
$2.48K – – –
JWM
258
Janiczek Wealth Management
Colorado
$2.18K – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$2.02K +$917 +111 +83%
CPG
260
Cornerstone Planning Group
New Jersey
$1.91K +$1.91K +231 New
PP
261
Pacifica Partners
Canada
$1.67K -$22.6K -2,700 -93%
GRP
262
Global Retirement Partners
California
$1.56K – – –
WFA
263
West Financial Advisors
Iowa
$1.45K – – –
CTC
264
Central Trust Company
Missouri
$1.2K – – –
AF
265
Advisornet Financial
Minnesota
$826 – – –
NSIM
266
North Star Investment Management
Illinois
$826 – – –
EARNEST Partners
267
EARNEST Partners
Georgia
$710 – – –
WP
268
WealthPLAN Partners
Nebraska
$620 +$620 +75 New
QC
269
Quent Capital
New York
$430 – – –
CCM
270
Copeland Capital Management
Pennsylvania
$388 – – –
HCP
271
Hexagon Capital Partners
Arkansas
$223 -$8 -1 -4%
TWD
272
True Wealth Design
Ohio
$149 +$25 +3 +20%
BWL
273
Bogart Wealth LLC
Virginia
$8 – – –
SC
274
Samlyn Capital
New York
– -$33.3M -3,964,392 Closed
PSAMP
275
P. Schoenfeld Asset Management (PSAM)
New York
– -$21.9M -2,615,100 Closed
9 10
11
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