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Algonquin Power & Utilities

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47%54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Private Advisor Group
New Jersey
-$214K -25,501 Closed
BCV
302
Banque Cantonale Vaudoise
Switzerland
-$185K -22,123 Closed
LOAMS
303
Lombard Odier Asset Management (Switzerland)
Switzerland
-$337K -22,018 Closed
TSS
304
Two Sigma Securities
New York
-$128K -15,270 Closed
Fiera Capital (Canada)
305
Fiera Capital (Canada)
Quebec, Canada
-$88.6K -10,563 Closed
CHC
306
City Holding Co
West Virginia
-$50.2K -5,974 Closed
ASN
307
Advisory Services Network
Georgia
-$31.5K -3,750 Closed
HNB
308
Huntington National Bank
Ohio
-$16.8K -2,000 Closed
CCM
309
Chilton Capital Management
Texas
-$12.6K -1,500 Closed
FCA
310
Fortis Capital Advisors
Kansas
-$9.99K -1,189 Closed
CA
311
Crewe Advisors
Utah
-$9.46K -1,126 Closed
CWM
312
Compass Wealth Management
Connecticut
-$8.38K -1,000 Closed
HIM
313
Hillsdale Investment Management
Ontario, Canada
-$8.38K -1,000 Closed
CG
314
Cutler Group
California
-$4K -535 Closed
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
-$2.52K -300 Closed
BAAM
316
Baker Avenue Asset Management
California
-$1.68K -200 Closed
SWM
317
Sugarloaf Wealth Management
Georgia
-$1.68K -200 Closed
SC
318
Schubert & Co
Texas
-$1.33K -158 Closed
SSC
319
Syverson Strege & Co
Iowa
-$1.32K -157 Closed