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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
Vontobel Holding
76
Vontobel Holding
Switzerland
$4.32M +$3.9M +247,259 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$4.17M +$56.9K +3,609 +1%
APG Asset Management
78
APG Asset Management
Netherlands
$4.14M -$5.49K -348 -0.1%
MWNA
79
Marshall Wace North America
New York
$4.04M +$3.87M +245,379 New
SAM
80
Shell Asset Management
Netherlands
$4.02M +$1.8M +114,154 +88%
EAM
81
Eagle Asset Management
Florida
$3.92M +$3.75M +237,980 New
QC
82
Quaero Capital
Switzerland
$3.5M +$3.35M +212,793 New
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$3.4M +$1.36M +86,376 +72%
HAI
84
Hennessy Advisors Inc
California
$3.37M -$580K -36,800 -15%
NGA
85
Naples Global Advisors
Florida
$3.29M -$50.8K -3,225 -2%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$3.23M -$450K -28,531 -13%
RJA
87
Raymond James & Associates
Florida
$3.15M +$487K +30,886 +19%
GCAC
88
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.13M -$289K -18,329 -9%
Ameriprise
89
Ameriprise
Minnesota
$3.09M +$48.6K +3,081 +2%
IMPI
90
Ilmarinen Mutual Pension Insurance
Finland
$3M -$236K -15,000 -8%
AAMU
91
Amundi Asset Management US
Massachusetts
$2.93M -$185K -11,707 -6%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$2.92M +$721K +45,740 +35%
IMCOOI
93
Investment Management Corp of Ontario (IMCO)
Canada
$2.82M +$2.7M +171,370 New
VMPIC
94
Varma Mutual Pension Insurance Co
Finland
$2.66M +$496K +31,493 +24%
CP
95
Cumberland Partners
Ontario, Canada
$2.57M -$1.01M -63,850 -29%
NAM
96
NewGen Asset Management
Ontario, Canada
$2.47M +$2.36M +150,000 New
CRC
97
Curi RMB Capital
Illinois
$2.43M +$2.33M +147,702 New
Korea Investment Corp
98
Korea Investment Corp
South Korea
$2.4M -$78.8K -5,000 -3%
Marshall Wace
99
Marshall Wace
United Kingdom
$2.27M +$1.63M +103,544 +298%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$2.22M -$909K -57,662 -30%

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.