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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
TWD
276
True Wealth Design
Ohio
$126 +$8 +1 +7%
BWL
277
Bogart Wealth LLC
Virginia
$8
BCIM
278
British Columbia Investment Management
British Columbia, Canada
-$24.6M -3,782,058 Closed
Marshall Wace
279
Marshall Wace
United Kingdom
-$23M -3,521,861 Closed
CCM
280
Copeland Capital Management
Pennsylvania
-$20.3M -2,691,535 -100%
QC
281
Quadrature Capital
United Kingdom
-$8.77M -1,349,300 Closed
TC
282
Teilinger Capital
Texas
-$6.41M -982,400 Closed
CC
283
Covalis Capital
United Kingdom
-$6.3M -966,227 Closed
FAF
284
Första AP-fonden
Sweden
-$4.1M -630,100 Closed
VMPIC
285
Varma Mutual Pension Insurance Co
Finland
-$3.33M -511,656 Closed
VV
286
Verity & Verity
South Carolina
-$3.26M -500,048 Closed
Federated Hermes
287
Federated Hermes
Pennsylvania
-$2.81M -430,943 Closed
IAIM
288
Industrial Alliance Investment Management
Quebec, Canada
-$2.77M -425,381 Closed
QT
289
Quantbot Technologies
New York
-$2.65M -406,103 Closed
Arrowstreet Capital
290
Arrowstreet Capital
Massachusetts
-$2.3M -353,411 Closed
Renaissance Technologies
291
Renaissance Technologies
New York
-$1.77M -271,192 Closed
Vontobel Holding
292
Vontobel Holding
Switzerland
-$1.71M -258,006 Closed
Massachusetts Financial Services
293
Massachusetts Financial Services
Massachusetts
-$1.16M -177,615 Closed
Lord, Abbett & Co
294
Lord, Abbett & Co
New Jersey
-$1.13M -173,500 Closed
TCA
295
Tortoise Capital Advisors
Kansas
-$10.9M -166,889 Closed
PCA
296
Pallas Capital Advisors
Massachusetts
-$996K -138,690 Closed
QI
297
QV Investors
Alberta, Canada
-$876K -134,630 Closed
SSA
298
Schonfeld Strategic Advisors
New York
-$878K -134,600 Closed
OSAM
299
O'Shaughnessy Asset Management
Connecticut
-$857K -131,529 Closed
EGM
300
Engineers Gate Manager
New York
-$826K -126,617 Closed

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.