Algonquin Power & Utilities
88 hedge funds and large institutions have $1.68B invested in Algonquin Power & Utilities in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $1.53B → $1.68B (+$149M)
9% more funds holding
Funds holding: 81 → 88 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
1.32% less ownership
Funds ownership: 41.72% → 40.4% (-1.3%)
52% less call options, than puts
Call options by funds: $105K | Put options by funds: $221K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.7M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$33.1M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$21.1M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$13.1M |
| 5 |
EA
Ecofin Advisors
London,
United Kingdom
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$42.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$15.7M |
| 4 |
Two Sigma Investments
New York
|
-$10.6M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$5.86M |
AQN Hedge Fund Activity: Q2 2017 in Review
88 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2017, worth a combined $1.68B — up 9.7% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AQN positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $42.7M. The largest seller was Alberta Investment Management Corp (AIMCo), cutting an estimated $42.9M.
- 88 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2017, up from 81 in Q1 2017.
- Funds reported $1.68B of Algonquin Power & Utilities stock for Q2 2017, up 9.7% quarter-over-quarter.
- 12 funds opened new Algonquin Power & Utilities positions in Q2 2017 and 5 closed out, a net change of +7 holders.
- The largest Algonquin Power & Utilities buyer in Q2 2017 was Bank of Montreal, an estimated $42.7M added.
- The largest Algonquin Power & Utilities seller in Q2 2017 was Alberta Investment Management Corp (AIMCo), an estimated $42.9M sold.
Based on aggregated 13F filings for Q2 2017.