Algonquin Power & Utilities
157 hedge funds and large institutions have $3.25B invested in Algonquin Power & Utilities in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 67 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
34% more call options, than puts
Call options by funds: $252K | Put options by funds: $188K
12% more capital invested
Capital invested by funds: $2.9B → $3.25B (+$353M)
6% more funds holding
Funds holding: 148 → 157 (+9)
2.45% less ownership
Funds ownership: 50.13% → 47.68% (-2.5%)
19% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$54.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.9M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$10.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$129M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$39.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$37.2M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$37.1M |
| 5 |
Two Sigma Investments
New York
|
-$10.3M |
AQN Hedge Fund Activity: Q3 2019 in Review
157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2019, worth a combined $3.25B — up 12% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AQN positions and 9 closed out — a net gain of 9 holders — while 54 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Toronto Dominion Bank, cutting an estimated $129M.
- 157 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2019, up from 148 in Q2 2019.
- Funds reported $3.25B of Algonquin Power & Utilities stock for Q3 2019, up 12% quarter-over-quarter.
- 18 funds opened new Algonquin Power & Utilities positions in Q3 2019 and 9 closed out, a net change of +9 holders.
- The largest Algonquin Power & Utilities buyer in Q3 2019 was Morgan Stanley, an estimated $54.6M added.
- The largest Algonquin Power & Utilities seller in Q3 2019 was Toronto Dominion Bank, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2019.