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Algonquin Power & Utilities

234 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,144% more call options, than puts

Call options by funds: $112M | Put options by funds: $2.14M

38% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

2% more funds holding

Funds holding: 230234 (+4)

1.4% less ownership

Funds ownership: 46.63%45.23% (-1.4%)

6% less capital invested

Capital invested by funds: $4.5B → $4.22B (-$284M)

Holders
234
Holders Change
+4
Holders Change %
+1.74%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
98
Reduced
71
Closed
24
Calls
$112M
Puts
$2.14M
Net Calls
+$110M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$31.3M -$400K -25,423 -1%
OCAM
27
Onex Canada Asset Management
Ontario, Canada
$27.6M +$983K +62,402 +3%
KACA
28
Kayne Anderson Capital Advisors
California
$25.8M -$14.1M -897,575 -34%
Goldman Sachs
29
Goldman Sachs
New York
$24.3M -$920K -58,416 -3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$23.7M -$1.71M -108,410 -6%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$23M +$2.23M +141,394 +10%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$21.9M -$3.76M -238,600 -14%
TCA
33
Tortoise Capital Advisors
Kansas
$21M +$7.43M +471,624 +50%
CAM
34
Cidel Asset Management
Ontario, Canada
$20.6M +$555K +35,260 +3%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$19.8M -$26.4M -1,675,000 -56%
Jane Street
36
Jane Street
New York
$18.3M +$18.1M +1,146,589 +1,410%
APG Asset Management
37
APG Asset Management
Netherlands
$18M -$1.9M -120,865 -8%
JGUA
38
John G. Ullman & Associates
New York
$16.7M +$7.22M +458,469 +69%
CS
39
Credit Suisse
Switzerland
$16.5M -$68.6M -4,355,964 -80%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$16.5M +$2.76M +175,462 +19%
Deutsche Bank
41
Deutsche Bank
Germany
$15.7M +$3.56M +225,929 +27%
Renaissance Technologies
42
Renaissance Technologies
New York
$14.9M -$12.5M -796,010 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.7M +$9.84M +624,970 +171%
State Street
44
State Street
Massachusetts
$11.4M +$1.87M +118,576 +19%
MBI
45
Montrusco Bolton Investments
Quebec, Canada
$9.34M -$19.7M -1,251,261 -67%
Bank of America
46
Bank of America
North Carolina
$9.08M -$328K -20,819 -3%
AII
47
AGF Investments Inc
Ontario, Canada
$9.03M -$14.4M -916,180 -60%
ZP
48
Zimmer Partners
New York
$8.96M +$9.47M +601,142 New
PI
49
PineBridge Investments
New York
$8.54M +$7.28M +462,335 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$7.05M +$2.44M +154,643 +48%

AQN Hedge Fund Activity: Q2 2021 in Review

234 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2021, worth a combined $4.22B — down 6.3% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AQN positions and 24 closed out — a net gain of 7 holders — while 98 added to existing stakes and 71 trimmed.

The largest buyer was MUFG Securities (Canada), adding an estimated $63M. The largest seller was GQG Partners, exiting entirely with an estimated $124M sold.

  • 234 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2021, up from 230 in Q1 2021.
  • Funds reported $4.22B of Algonquin Power & Utilities stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 31 funds opened new Algonquin Power & Utilities positions in Q2 2021 and 24 closed out, a net change of +7 holders.
  • The largest Algonquin Power & Utilities buyer in Q2 2021 was MUFG Securities (Canada), an estimated $63M added.
  • The largest Algonquin Power & Utilities seller in Q2 2021 was GQG Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.