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Algonquin Power & Utilities
AQN

236 hedge funds and large institutions have $3.96B invested in Algonquin Power & Utilities in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 234 → 236 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.68% less ownership

Funds ownership: 45.23% → 42.55% (-2.7%)

6% less capital invested

Capital invested by funds: $4.22B → $3.96B (-$262M)

25% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.96M

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
100
Reduced
73
Closed
22
Calls
$1.47M
Puts
$1.96M
Net Calls
-$496K
Net Calls Change
-$111M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$88.3M
2
MSC
MUFG Securities (Canada)
New York
-$38.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$1.71M -$31.9K -2,070 -2%
Dimensional Fund Advisors
102
Dimensional Fund Advisors
Texas
$1.7M -$92.5K -5,996 -5%
CGH
103
Crossmark Global Holdings
Texas
$1.61M +$49.1K +3,184 +3%
SGI
104
Summit Global Investments
Utah
$1.55M -$86K -5,574 -5%
VEA
105
Virtus ETF Advisers
New York
$1.52M +$175K +11,351 +12%
BBVA
106
Banco Bilbao Vizcaya Argentaria
Spain
$1.46M +$211K +13,706 +16%
Barclays
107
Barclays
United Kingdom
$1.35M -$521K -33,800 -27%
ASN
108
Advisory Services Network
Georgia
$1.32M +$4.78K +310 +0.3%
Man Group
109
Man Group
United Kingdom
$1.27M -$136K -8,804 -9%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$1.26M +$1.33M +86,278 New
OF
111
Outfitter Financial
Maine
$1.16M +$89.8K +5,825 +8%
SAM
112
Stewart Asset Management
New York
$1.15M – – –
BCM
113
Brasada Capital Management
Texas
$1.08M -$192K -12,418 -14%
NIPH
114
NN Investment Partners Holdings
Netherlands
$1.08M – – –
LWAC
115
Laurel Wealth Advisors (California)
California
$1.07M -$20.8K -1,350 -2%
AAM
116
Advisors Asset Management
Colorado
$1.07M +$264K +17,107 +31%
MWNA
117
Marshall Wace North America
New York
$1.07M +$1.12M +72,900 New
ACI
118
AMP Capital Investors
Australia
$1.05M -$87.4K -5,670 -7%
DR
119
Davis Rea
Ontario, Canada
$954K +$375K +24,335 +197%
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$921K +$24.2K +1,568 +3%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$910K +$112K +7,252 +13%
AAS
122
Annex Advisory Services
Wisconsin
$886K +$932K +60,441 New
PGH
123
Partners Group Holding
Switzerland
$874K +$54.3K +3,524 +6%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$828K -$4.86K -315 -0.6%
QT
125
Quantbot Technologies
New York
$822K +$591K +38,339 +216%
3 4
5
6 7

AQN Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2021, worth a combined $3.96B — down 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AQN positions and 22 closed out — a net gain of 6 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $20.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $88.3M.

  • 236 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $3.96B of Algonquin Power & Utilities stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Algonquin Power & Utilities positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $20.9M added.
  • The largest Algonquin Power & Utilities seller in Q3 2021 was Toronto Dominion Bank, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2021.