We are live on ! Find out more
AQN icon

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
BlackRock
26
BlackRock
New York
$28.5M +$12.6M +1,679,493 +98%
JP Morgan Chase
27
JP Morgan Chase
New York
$28.2M +$795K +105,671 +3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$27.3M +$4.58M +609,313 +25%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$24.2M +$21.6M +2,875,185 +21,243%
Allianz Asset Management
30
Allianz Asset Management
Germany
$23.5M +$6.51M +864,727 +45%
Swiss National Bank
31
Swiss National Bank
Switzerland
$22.7M -$1.15M -152,500 -5%
PSAMP
32
P. Schoenfeld Asset Management (PSAM)
New York
$21.9M +$19.7M +2,615,100 New
Goldman Sachs
33
Goldman Sachs
New York
$21.4M +$8.62M +1,146,225 +82%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$21.2M -$3.04M -403,900 -14%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$20.7M +$5.83M +775,330 +46%
JFG
36
Jefferies Financial Group
New York
$20M +$18M +2,386,000 New
State Street
37
State Street
Massachusetts
$16.9M +$433K +57,586 +3%
Citadel Advisors
38
Citadel Advisors
Florida
$16M -$4.43M -589,252 -24%
KACA
39
Kayne Anderson Capital Advisors
California
$15.3M +$2.82M +375,225 +26%
CVA
40
Ceredex Value Advisors
Florida
$15M +$710K +94,400 +6%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$134K -17,746 -1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$14.3M -$24.8K -3,296 -0.2%
AA
43
Ancora Advisors
Ohio
$14.1M +$12.6M +1,680,000 New
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.8M -$17M -2,260,100 -58%
AFM
45
Anson Funds Management
Texas
$13.4M +$6.58M +875,000 +121%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$12.6M +$11.2M +1,483,558 +11,470%
N
47
Natixis
France
$12.1M +$5.64M +749,609 +109%
CS
48
Credit Suisse
Switzerland
$9.46M -$477K -63,417 -5%
NAM
49
NewGen Asset Management
Ontario, Canada
$8.95M +$8.01M +1,065,000 New
YCM
50
Yaupon Capital Management
New York
$8.31M -$8.14M -1,081,313 -52%

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.