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Algonquin Power & Utilities
AQN

189 hedge funds and large institutions have $3.17B invested in Algonquin Power & Utilities in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

9% more funds holding

Funds holding: 174 → 189 (+15)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

0.81% more ownership

Funds ownership: 44.24% → 45.05% (+0.81%)

3% less capital invested

Capital invested by funds: $3.28B → $3.17B (-$114M)

62% less call options, than puts

Call options by funds: $55K | Put options by funds: $143K

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
69
Reduced
65
Closed
18
Calls
$55K
Puts
$143K
Net Calls
-$88K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$37.9M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$34.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$28.8M
4
Fidelity International
Fidelity International
Bermuda
+$27.9M
5
AII
AGF Investments Inc
Ontario, Canada
+$25.1M

Top Sellers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$99.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$30.5M
3
IIM
Intact Investment Management
Quebec, Canada
-$23.5M
4
Blackstone Inc
Blackstone Inc
New York
-$22.2M
5
QI
QV Investors
Alberta, Canada
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$1.16M +$15.8K +1,086 +1%
ACI
102
AMP Capital Investors
Australia
$1.16M +$647K +44,426 +93%
Franklin Resources
103
Franklin Resources
California
$1.13M +$272K +18,647 +28%
SAM
104
Stewart Asset Management
New York
$1.04M +$408K +28,000 +56%
Stifel Financial
105
Stifel Financial
Missouri
$1.03M +$195K +13,382 +21%
CP
106
Cumberland Partners
Ontario, Canada
$1.03M +$263K +18,050 +31%
SSA
107
Schonfeld Strategic Advisors
New York
$1.01M +$1.1M +75,273 New
MCM
108
Manchester Capital Management
Vermont
$1M – – –
SAM
109
Shell Asset Management
Netherlands
$983K -$49.5K -3,400 -4%
AAF
110
Andra AP-fonden
Sweden
$966K -$395K -27,100 -35%
Assenagon Asset Management
111
Assenagon Asset Management
Luxembourg
$930K +$157K +10,766 +18%
ACA
112
Aptus Capital Advisors
Alabama
$919K +$70.5K +4,842 +8%
WBC
113
Westpac Banking Corp
Australia
$803K – – –
DWM
114
Dorchester Wealth Management
Quebec, Canada
$691K +$15K +1,031 +2%
ISL
115
Ingalls & Snyder LLC
New York
$678K +$734K +50,400 New
MWNA
116
Marshall Wace North America
New York
$672K +$297K +20,357 +68%
NIM
117
NXG Investment Management
Texas
$670K +$728K +50,000 New
Dimensional Fund Advisors
118
Dimensional Fund Advisors
Texas
$666K -$14.6K -1,000 -2%
PP
119
Prudential plc
United Kingdom
$635K +$42.3K +2,906 +7%
FAF
120
Första AP-fonden
Sweden
$634K +$693K +47,600 New
DIM
121
DC Investments Management
Virginia
$506K +$18.8K +1,288 +4%
NP
122
Ninepoint Partners
Ontario, Canada
$499K – – –
SLAM
123
Swiss Life Asset Management
$497K – – –
CG
124
Colony Group
Massachusetts
$482K -$442K -30,326 -46%
Osaic Holdings
125
Osaic Holdings
Arizona
$477K +$520K +35,694 New
3 4
5
6 7

AQN Hedge Fund Activity: Q1 2020 in Review

189 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q1 2020, worth a combined $3.17B — down 3.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AQN positions and 18 closed out — a net gain of 18 holders — while 69 added to existing stakes and 65 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $37.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $99.5M.

  • 189 institutional investors held Algonquin Power & Utilities (AQN) as of Q1 2020, up from 174 in Q4 2019.
  • Funds reported $3.17B of Algonquin Power & Utilities stock for Q1 2020, down 3.5% quarter-over-quarter.
  • 36 funds opened new Algonquin Power & Utilities positions in Q1 2020 and 18 closed out, a net change of +18 holders.
  • The largest Algonquin Power & Utilities buyer in Q1 2020 was Bank of Nova Scotia, an estimated $37.9M added.
  • The largest Algonquin Power & Utilities seller in Q1 2020 was Toronto Dominion Bank, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2020.