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Algonquin Power & Utilities

248 hedge funds and large institutions have $3.86B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

35% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $6.66M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

5% more funds holding

Funds holding: 236248 (+12)

2% less capital invested

Capital invested by funds: $3.96B → $3.86B (-$98.3M)

2.89% less ownership

Funds ownership: 42.55%39.66% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
99
Reduced
78
Closed
25
Calls
$8.98M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$3.62M +$174K +12,173 +5%
BCIM
77
British Columbia Investment Management
British Columbia, Canada
$3.41M -$59.8M -4,179,532 -95%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$3.38M +$3.07M +214,452 +1,130%
AII
79
AGF Investments Inc
Ontario, Canada
$3.35M -$4.77M -333,588 -59%
NGA
80
Naples Global Advisors
Florida
$3.29M +$176K +12,301 +6%
Vontobel Holding
81
Vontobel Holding
Switzerland
$3.12M -$3.79M -265,122 -55%
DZ Bank
82
DZ Bank
Germany
$3.09M -$46.2K -3,226 -1%
SAM
83
Stewart Asset Management
New York
$3.07M +$1.91M +133,500 +170%
AHC
84
Adell Harriman & Carpenter
Texas
$2.93M -$2.98M -208,190 -51%
IMPI
85
Ilmarinen Mutual Pension Insurance
Finland
$2.91M +$429K +30,000 +17%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$2.9M -$49.7K -3,475 -2%
PFM
87
Premier Fund Managers
United Kingdom
$2.87M +$215K +15,000 +8%
GCAC
88
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.73M +$58.7K +4,100 +2%
LSA
89
Leonteq Securities AG
Switzerland
$2.65M -$799K -55,804 -28%
QC
90
Quaero Capital
Switzerland
$2.59M -$315K -22,000 -11%
SWP
91
Strategic Wealth Partners
Ohio
$2.46M +$2.43M +169,974 New
PPA
92
Parametric Portfolio Associates
Washington
$2.42M +$160K +11,207 +7%
UBS Group
93
UBS Group
Switzerland
$2.39M +$691K +48,300 +41%
VMPIC
94
Varma Mutual Pension Insurance Co
Finland
$2.34M
Korea Investment Corp
95
Korea Investment Corp
South Korea
$2.33M +$372K +26,000 +19%
QI
96
QV Investors
Alberta, Canada
$2.25M
HAI
97
Hennessy Advisors Inc
California
$2.25M -$215K -15,000 -9%
TC
98
Tacita Capital
Ontario, Canada
$2.17M +$21.1K +1,474 +1%
Twin Tree Management
99
Twin Tree Management
Texas
$2.05M +$2.03M +141,952 New
BI
100
Bramshill Investments
Florida
$2.02M +$98.4K +6,874 +5%