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Algonquin Power & Utilities
AQN

Overview Fund Activity

253 hedge funds and large institutions have $2.41B invested in Algonquin Power & Utilities in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
90
Reduced
87
Closed
52
Calls
$5.62M
Puts
$19.4M
Net Calls
-$13.7M
Net Calls Change
-$11.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$86.8M
2
Fidelity International
Fidelity International
Bermuda
+$66.5M
3
Morgan Stanley
Morgan Stanley
New York
+$29.6M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$26.4M
5
PCM
Philosophy Capital Management
California
+$23.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
2
Norges Bank
Norges Bank
Norway
-$65M
3
CM
Corvex Management
New York
-$59.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.5M
5
CVA
Ceredex Value Advisors
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
276
Marshall Wace
United Kingdom
– -$239K -40,382 Closed
AIM
277
Aigen Investment Management
New York
– -$200K -33,761 Closed
DTL
278
Dynamic Technology Lab
Singapore
– -$198K -33,373 Closed
Vontobel Holding
279
Vontobel Holding
Switzerland
– -$165K -27,816 Closed
KWMG
280
King Wealth Management Group
Florida
– -$148K -25,000 Closed
PSP
281
Principal Street Partners
Tennessee
– -$130K -21,998 Closed
EGM
282
Engineers Gate Manager
New York
– -$114K -19,177 Closed
Envestnet Asset Management
283
Envestnet Asset Management
Illinois
– -$109K -18,320 Closed
DWM
284
Dorchester Wealth Management
Quebec, Canada
– -$92K -15,475 Closed
AHC
285
Adell Harriman & Carpenter
Texas
– -$91.5K -15,450 Closed
VV
286
Verity & Verity
South Carolina
– -$88.8K -15,000 Closed
Prudential Financial
287
Prudential Financial
New Jersey
– -$82.3K -13,618 Closed
ONB
288
Old National Bancorp
Indiana
– -$73.8K -12,466 Closed
SW
289
SVB Wealth
Massachusetts
– -$71.7K -12,119 Closed
WS
290
Wedbush Securities
California
– -$69K -11,640 Closed
EM
291
Excalibur Management
Massachusetts
– -$66.1K -11,170 Closed
DC
292
Diametric Capital
Massachusetts
– -$63.9K -10,788 Closed
CAS
293
CTC Alternative Strategies
Illinois
– -$62.3K -10,500 Closed
EL
294
EWA LLC
Pennsylvania
– -$56.7K -10,324 Closed
JWM
295
Jeppson Wealth Management
California
– -$59.3K -10,020 Closed
NFSG
296
Newbridge Financial Services Group
Florida
– -$17.8K -3,000 Closed
WTG
297
West Tower Group
Virginia
– -$16K -2,709 Closed
BGC
298
Beutel, Goodman & Co
Ontario, Canada
– -$5K -1,000 Closed
BBHC
299
Brown Brothers Harriman & Co
New York
– -$2.96K -500 Closed
GI
300
Gradient Investments
Minnesota
– -$1.13K -190 Closed
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