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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
Millennium Management
101
Millennium Management
New York
$2.19M +$2.1M +133,150 New
SGI
102
Summit Global Investments
Utah
$2.17M +$1.22M +77,238 +141%
PPA
103
Parametric Portfolio Associates
Washington
$2.12M -$639K -40,568 -24%
UBS Group
104
UBS Group
Switzerland
$2.1M -$3.93M -249,593 -66%
Wells Fargo
105
Wells Fargo
California
$2.04M -$310K -19,653 -14%
GC
106
Guggenheim Capital
Illinois
$1.9M -$189K -12,011 -9%
PFM
107
Premier Fund Managers
United Kingdom
$1.81M -$158K -10,000 -8%
DZ Bank
108
DZ Bank
Germany
$1.71M +$1.63M +103,378 New
TC
109
Tacita Capital
Ontario, Canada
$1.7M +$1.63M +103,712 New
VEA
110
Virtus ETF Advisers
New York
$1.6M +$76.5K +4,853 +5%
Franklin Resources
111
Franklin Resources
California
$1.57M +$9.87K +626 +0.7%
Man Group
112
Man Group
United Kingdom
$1.56M +$52K +3,299 +4%
Stifel Financial
113
Stifel Financial
Missouri
$1.49M +$74.5K +4,725 +6%
TWI
114
Thomas White International
Illinois
$1.47M +$11.2K +712 +0.8%
ASN
115
Advisory Services Network
Georgia
$1.44M +$559K +35,477 +69%
LSA
116
Leonteq Securities AG
Switzerland
$1.38M +$1.03M +65,642 New
ACI
117
AMP Capital Investors
Australia
$1.36M +$49.3K +3,126 +4%
ACA
118
Aptus Capital Advisors
Alabama
$1.33M +$204K +12,912 +19%
SAM
119
Stewart Asset Management
New York
$1.31M -$2.36K -150 -0.2%
Dimensional Fund Advisors
120
Dimensional Fund Advisors
Texas
$1.28M +$68.8K +4,368 +6%
MCM
121
Manchester Capital Management
Vermont
$1.23M
UIM
122
USS Investment Management
United Kingdom
$1.23M
NIPH
123
NN Investment Partners Holdings
Netherlands
$1.21M
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M -$2.58M -163,800 -70%
LWAC
125
Laurel Wealth Advisors (California)
California
$1.11M +$8.04K +510 +0.8%

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.