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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.68B invested in Algonquin Power & Utilities in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

132,108% more call options, than puts

Call options by funds: $247M | Put options by funds: $187K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

11% more capital invested

Capital invested by funds: $4.21B → $4.68B (+$466M)

9% more funds holding

Funds holding: 211230 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.03% less ownership

Funds ownership: 47.99%46.96% (-1%)

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
88
Reduced
72
Closed
17
Calls
$247M
Puts
$187K
Net Calls
+$247M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
51
Axa
France
$8.97M -$559K -35,500 -6%
DekaBank Deutsche Girozentrale
52
DekaBank Deutsche Girozentrale
Germany
$8.85M +$1.79M +113,701 +26%
TPM
53
Triasima Portfolio Management
Quebec, Canada
$8.29M +$7.94M +503,825 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$8.1M -$313K -19,836 -4%
State Street
55
State Street
Massachusetts
$7.56M +$2.37M +150,277 +49%
MSV
56
MN Services Vermogensbeheer
Netherlands
$7.35M
Northern Trust
57
Northern Trust
Illinois
$7.26M +$693K +43,975 +11%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$7.09M +$1.43M +90,711 +27%
JGUA
59
John G. Ullman & Associates
New York
$6.29M +$6.02M +382,000 New
SSA
60
Schonfeld Strategic Advisors
New York
$5.99M +$3.03M +192,205 +112%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$5.89M -$404K -25,627 -7%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$5.86M +$5.42M +343,658 +2,804%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$5.8M +$544K +34,501 +11%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$5.7M
BCM
65
Barometer Capital Management
Ontario, Canada
$5.48M +$759K +48,170 +23%
BFS
66
Baskin Financial Services
Ontario, Canada
$5.46M +$976K +61,946 +23%
AllianceBernstein
67
AllianceBernstein
Tennessee
$5.38M +$866K +54,925 +20%
HM
68
Heronetta Management
New York
$5.34M
FAF
69
Första AP-fonden
Sweden
$5.25M +$4.06M +257,400 +418%
MSC
70
MUFG Securities (Canada)
New York
$5.21M +$4.99M +316,895 New
LCP
71
LGT Capital Partners
Switzerland
$5.06M -$10.8M -685,300 -69%
VanEck Associates
72
VanEck Associates
New York
$4.94M +$4.65M +294,729 +5,681%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$4.9M +$1.13M +71,926 +32%
AHC
74
Adell Harriman & Carpenter
Texas
$4.79M +$2.32M +147,480 +103%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.78M +$85.1K +5,400 +2%

AQN Hedge Fund Activity: Q4 2020 in Review

230 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2020, worth a combined $4.68B — up 11% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AQN positions and 17 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $75.9M. The largest seller was Credit Suisse, cutting an estimated $89.4M.

  • 230 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $4.68B of Algonquin Power & Utilities stock for Q4 2020, up 11% quarter-over-quarter.
  • 39 funds opened new Algonquin Power & Utilities positions in Q4 2020 and 17 closed out, a net change of +22 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2020 was Toronto Dominion Bank, an estimated $75.9M added.
  • The largest Algonquin Power & Utilities seller in Q4 2020 was Credit Suisse, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2020.