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Algonquin Power & Utilities
AQN

Overview Fund Activity

260 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-14
Holders Change %
-5.11%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
92
Reduced
91
Closed
52
Calls
$15.2M
Puts
$17.2M
Net Calls
-$2M
Net Calls Change
+$17.4M

Top Buyers

1
SV
Starboard Value
New York
+$144M
2
Fidelity International
Fidelity International
Bermuda
+$21.7M
3
SC
Sasco Capital
Connecticut
+$18.2M
4
CM
Corvex Management
New York
+$13.1M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
CCPM
Cooper Creek Partners Management
New York
-$35.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.3M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$14.3M
5
JFG
Jefferies Financial Group
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
Gradient Investments
Minnesota
$1.13K -$4.08K -689 -78%
WFA
252
West Financial Advisors
Iowa
$1.04K – – –
CTC
253
Central Trust Company
Missouri
$859 – – –
EARNEST Partners
254
EARNEST Partners
Georgia
$691 – – –
NSIM
255
North Star Investment Management
Illinois
$592 – – –
AF
256
Advisornet Financial
Minnesota
$592 – – –
LFA
257
LGT Financial Advisors
Texas
$231 +$231 +39 New
TWD
258
True Wealth Design
Ohio
$113 +$6 +1 +6%
HCP
259
Hexagon Capital Partners
Arkansas
$95 -$65 -11 -41%
BWL
260
Bogart Wealth LLC
Virginia
$6 – – –
CCPM
261
Cooper Creek Partners Management
New York
– -$35.7M -4,327,720 Closed
JFG
262
Jefferies Financial Group
New York
– -$12.8M -1,551,584 Closed
YCM
263
Yaupon Capital Management
New York
– -$7.47M -903,893 Closed
Connor, Clark & Lunn Investment Management (CC&L)
264
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$5.04M -609,628 Closed
TI
265
Trexquant Investment
Connecticut
– -$2.73M -330,790 Closed
BHMP
266
Bardin Hill Management Partners
New York
– -$1.85M -223,876 Closed
Verition Fund Management
267
Verition Fund Management
Connecticut
– -$1.81M -219,587 Closed
PFM
268
Premier Fund Managers
United Kingdom
– -$1.23M -150,000 Closed
WAM
269
Weiss Asset Management
Massachusetts
– -$913K -110,550 Closed
ZP
270
Zimmer Partners
New York
– -$826K -100,000 Closed
Simplex Trading
271
Simplex Trading
Illinois
– -$696K -84,316 Closed
PP
272
PDT Partners
New York
– -$692K -83,725 Closed
CHAM
273
Clear Harbor Asset Management
Connecticut
– -$501K -60,500 Closed
FLC
274
Fifth Lane Capital
Texas
– -$496K -60,000 Closed
VIA
275
Vident Investment Advisory
Georgia
– -$402K -48,604 Closed
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