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Algonquin Power & Utilities

237 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.8% more ownership

Funds ownership: 52.87%53.67% (+0.8%)

6% less capital invested

Capital invested by funds: $2.38B → $2.25B (-$134M)

8% less funds holding

Funds holding: 257237 (-20)

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $160M

Holders
237
Holders Change
-20
Holders Change %
-7.78%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
84
Closed
53
Calls
$18.2M
Puts
$160M
Net Calls
-$141M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
Aquatic Capital Management
Illinois
-$1.18M -200,600 Closed
CA
252
Corrado Advisors
New Jersey
-$1.14M -194,378 Closed
QCM
253
Quantinno Capital Management
New York
-$1.08M -183,417 Closed
Hudson Bay Capital Management
254
Hudson Bay Capital Management
Connecticut
-$983K -167,801 Closed
OBGC
255
O'Brien Greene & Co
Pennsylvania
-$744K -127,000 Closed
Natixis Advisors
256
Natixis Advisors
Massachusetts
-$689K -117,565 Closed
Millennium Management
257
Millennium Management
New York
-$564K -96,209 Closed
PIC
258
PCJ Investment Counsel
Ontario, Canada
-$561K -95,700 Closed
LP
259
LMR Partners
United Kingdom
-$385K -65,437 Closed
LIP
260
Lighthouse Investment Partners
Florida
-$357K -60,692 Closed
Neuberger Berman Group
261
Neuberger Berman Group
New York
-$324K -55,215 Closed
KJHP
262
K.J. Harrison & Partners
Ontario, Canada
-$294K -50,000 Closed
VA
263
Vident Advisory
Georgia
-$180K -30,699 Closed
KWA
264
Kingswood Wealth Advisors
California
-$158K -26,900 Closed
DCM
265
DGS Capital Management
New Jersey
-$139K -23,734 Closed
GHAM
266
Gilman Hill Asset Management
Connecticut
-$116K -19,750 Closed
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
-$104K -17,400 Closed
EFL
268
ERn Financial LLC
Wisconsin
-$95.6K -16,320 Closed
ECM
269
Evergreen Capital Management
Washington
-$80.3K -13,459 Closed
C
270
Covestor
United Kingdom
-$78K -13,385 Closed
SW
271
SVB Wealth
Massachusetts
-$74.6K -12,725 Closed
SWM
272
SeaCrest Wealth Management
New York
-$65.7K -11,213 Closed
EGM
273
Engineers Gate Manager
New York
-$65.4K -11,160 Closed
AAS
274
Avantax Advisory Services
Texas
-$62.6K -10,677 Closed
NGA
275
Naples Global Advisors
Florida
-$60.4K -10,125 Closed

AQN Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2024, worth a combined $2.25B — down 5.6% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AQN and 35 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Fidelity International, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $50.6M.

  • 237 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2024, down from 257 in Q2 2024.
  • Funds reported $2.25B of Algonquin Power & Utilities stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2024 and 53 closed out, a net change of -18 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2024 was Fidelity International, an estimated $62.7M added.
  • The largest Algonquin Power & Utilities seller in Q3 2024 was Goldman Sachs, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.