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Algonquin Power & Utilities

265 hedge funds and large institutions have $2.12B invested in Algonquin Power & Utilities in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $9.74M

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

2.51% more ownership

Funds ownership: 43.66%46.17% (+2.5%)

1% more funds holding

Funds holding: 262265 (+3)

1% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 88

23% less capital invested

Capital invested by funds: $2.77B → $2.12B (-$648M)

Holders
265
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
89
Reduced
88
Closed
54
Calls
$16.3M
Puts
$9.74M
Net Calls
+$6.52M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
51
Anson Funds Management
Texas
$4.74M +$6.46M +725,000 New
Deutsche Bank
52
Deutsche Bank
Germany
$4.56M -$127K -14,263 -2%
N
53
Natixis
France
$4.5M +$458K +51,385 +8%
RJA
54
Raymond James & Associates
Florida
$4.24M -$1.96M -220,310 -25%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$4.12M -$18.5M -2,075,764 -77%
FAF
56
Första AP-fonden
Sweden
$4.1M -$2.14M -240,000 -28%
PI
57
PineBridge Investments
New York
$3.83M +$2.05M +229,858 +112%
RPA
58
Rock Point Advisors
Vermont
$3.65M +$2.84M +318,654 +132%
Amundi
59
Amundi
France
$3.38M -$1.03M -115,208 -20%
VMPIC
60
Varma Mutual Pension Insurance Co
Finland
$3.33M +$1.52M +170,827 +50%
VV
61
Verity & Verity
South Carolina
$3.26M +$383K +42,913 +9%
Citigroup
62
Citigroup
New York
$2.96M +$907K +101,716 +29%
Federated Hermes
63
Federated Hermes
Pennsylvania
$2.81M -$1.2M -134,078 -24%
IAIM
64
Industrial Alliance Investment Management
Quebec, Canada
$2.77M -$907K -101,750 -19%
GF
65
Gabelli Funds
New York
$2.75M +$3.75M +420,200 New
QT
66
Quantbot Technologies
New York
$2.65M +$3.62M +406,103 New
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$2.49M -$738K -82,794 -18%
AOWM
68
Alpha Omega Wealth Management
Virginia
$2.47M +$3.38M +378,718 New
Canada Life
69
Canada Life
Manitoba, Canada
$2.47M +$437K +49,012 +15%
LSA
70
Leonteq Securities AG
Switzerland
$2.41M +$1.16M +130,646 +92%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$2.37M +$858K +96,269 +36%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$2.3M +$2.31M +258,915 +274%
NGA
73
Naples Global Advisors
Florida
$2.1M +$204K +22,920 +8%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$2.07M -$867K -97,261 -23%
APG Asset Management
75
APG Asset Management
Netherlands
$1.98M +$799K +89,618 +66%

AQN Hedge Fund Activity: Q4 2022 in Review

265 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2022, worth a combined $2.12B — down 23% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AQN positions and 54 closed out — a net gain of 9 holders — while 89 added to existing stakes and 88 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $151M. The largest seller was Royal Bank of Canada, cutting an estimated $123M.

  • 265 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2022, up from 262 in Q3 2022.
  • Funds reported $2.12B of Algonquin Power & Utilities stock for Q4 2022, down 23% quarter-over-quarter.
  • 63 funds opened new Algonquin Power & Utilities positions in Q4 2022 and 54 closed out, a net change of +9 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2022 was Toronto Dominion Bank, an estimated $151M added.
  • The largest Algonquin Power & Utilities seller in Q4 2022 was Royal Bank of Canada, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2022.