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Algonquin Power & Utilities

225 hedge funds and large institutions have $1.9B invested in Algonquin Power & Utilities in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.92% more ownership

Funds ownership: 53.67%55.59% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

5% less funds holding

Funds holding: 237225 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less capital invested

Capital invested by funds: $2.25B → $1.9B (-$354M)

Holders
225
Holders Change
-12
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
80
Reduced
81
Closed
46
Calls
$21.9M
Puts
$4.08M
Net Calls
+$17.8M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Corvex Management
New York
$14.9M +$1.47M +303,829 +10%
Bank of America
27
Bank of America
North Carolina
$14.7M -$4.06M -840,851 -20%
Invesco
28
Invesco
Georgia
$13.5M +$312K +64,579 +2%
UBS Group
29
UBS Group
Switzerland
$13.3M +$6.54M +1,355,157 +83%
N
30
Nuveen
North Carolina
$13M +$9.98M +2,068,510 +237%
Morgan Stanley
31
Morgan Stanley
New York
$12.9M +$294K +60,868 +2%
GI
32
GAMCO Investors
Connecticut
$12.7M +$6.26M +1,298,030 +83%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$12.1M -$5.7M -1,180,397 -30%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$12.1M +$12.7M +2,629,500 +2,961%
CCM
35
Callodine Capital Management
Massachusetts
$11.6M +$2.9M +600,000 +30%
N
36
Natixis
France
$11.4M -$1.42M -294,643 -10%
CAM
37
Cidel Asset Management
Ontario, Canada
$11.1M -$30.1K -6,240 -0.2%
State Street
38
State Street
Massachusetts
$10.5M -$978K -202,600 -8%
Charles Schwab
39
Charles Schwab
California
$10.2M +$446K +92,373 +4%
SC
40
Scotia Capital
Ontario, Canada
$8.55M -$2.35M -486,850 -20%
LAII
41
LM Asset (IM) Inc
British Columbia, Canada
$8.46M +$9.17M +1,900,000 New
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$8.4M -$613K -126,937 -6%
KF
43
Krilogy Financial
Missouri
$7.21M +$4.21M +873,045 +117%
Two Sigma Investments
44
Two Sigma Investments
New York
$7.18M +$4.99M +1,033,904 +178%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$6.95M +$294K +61,015 +5%
GF
46
Gabelli Funds
New York
$6.75M +$728K +150,750 +11%
Swiss National Bank
47
Swiss National Bank
Switzerland
$6.4M +$42K +8,700 +0.6%
ICA
48
Infrastructure Capital Advisors
New York
$5.85M +$945K +195,845 +18%
Renaissance Technologies
49
Renaissance Technologies
New York
$5.84M +$5.42M +1,122,992 +593%
UBS AM
50
UBS AM
Illinois
$5.71M -$95K -19,690 -2%