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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
ACM
301
Aquatic Capital Management
Illinois
-$794K -121,900 Closed
PTC
302
Petrus Trust Company
Texas
-$672K -103,097 Closed
RPSA
303
Richard P. Slaughter Associates
Texas
-$655K -100,487 Closed
PGH
304
Partners Group Holding
Switzerland
-$571K -87,247 Closed
HSA
305
HBK Sorce Advisory
Pennsylvania
-$48K -50,000 Closed
Wellington Management Group
306
Wellington Management Group
Massachusetts
-$289K -44,384 Closed
Truist Financial
307
Truist Financial
North Carolina
-$283K -43,481 Closed
SEI Investments
308
SEI Investments
Pennsylvania
-$258K -39,628 Closed
VEA
309
Virtus ETF Advisers
New York
-$220K -33,698 Closed
M&T Bank
310
M&T Bank
New York
-$206K -31,598 Closed
PP
311
Prudential plc
United Kingdom
-$198K -30,392 Closed
CCIA
312
Campbell & Co Investment Adviser
Maryland
-$173K -26,511 Closed
SCA
313
Snowden Capital Advisors
New York
-$153K -23,537 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
-$151K -23,228 Closed
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
-$148K -22,637 Closed
PCS
316
Personal CFO Solutions
New Jersey
-$76.3K -11,708 Closed
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
-$69.8K -10,723 Closed
William Blair & Company
318
William Blair & Company
Illinois
-$69.3K -10,626 Closed
DZ Bank
319
DZ Bank
Germany
-$52.1K -8,000 Closed
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
-$19K -2,922 Closed
FHA
321
First Horizon Advisors
Tennessee
-$17.2K -2,638 Closed
CFGS
322
Concourse Financial Group Securities
Alabama
-$18.1K -2,402 Closed
CS
323
Comerica Securities
Michigan
-$10.2K -1,530 Closed
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
-$9.82K -1,506 Closed
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
-$9.78K -1,500 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.