We are live on ! Find out more
AQN icon

Algonquin Power & Utilities

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47%54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$1.53M -$23.7K -2,789 -1%
Two Sigma Investments
102
Two Sigma Investments
New York
$1.47M -$1.79M -210,376 -54%
PAMP
103
Polar Asset Management Partners
Ontario, Canada
$1.44M +$544K +64,000 +58%
Axa
104
Axa
France
$1.43M -$208K -24,428 -12%
SAM
105
Shell Asset Management
Netherlands
$1.39M -$235K -27,700 -14%
GAM
106
Gotham Asset Management
New York
$1.35M -$107K -12,549 -7%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$1.29M +$28.7K +3,382 +2%
CF
108
Canoe Financial
Alberta, Canada
$1.27M
PFM
109
Premier Fund Managers
United Kingdom
$1.23M
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.22M +$302K +35,553 +32%
AllianceBernstein
111
AllianceBernstein
Tennessee
$1.19M -$225K -26,523 -16%
CA
112
Corrado Advisors
New Jersey
$1.16M +$383K +45,069 +47%
QI
113
QV Investors
Alberta, Canada
$1.1M +$1.13M +133,510 New
Osaic Holdings
114
Osaic Holdings
Arizona
$1.03M -$95.6K -11,247 -8%
FAM
115
Formidable Asset Management
Ohio
$960K -$41.4K -4,872 -4%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$955K -$114K -13,421 -10%
SRAM
117
Spouting Rock Asset Management
Pennsylvania
$929K -$333K -39,150 -26%
HAI
118
Hennessy Advisors Inc
California
$917K -$28.9K -3,400 -3%
WAM
119
Weiss Asset Management
Massachusetts
$913K +$939K +110,550 New
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$907K -$50.1K -5,892 -5%
AAM
121
Advisors Asset Management
Colorado
$906K +$79.1K +9,305 +9%
TI
122
Tidal Investments
Wisconsin
$868K
CIM
123
Caldwell Investment Management
Ontario, Canada
$852K
ZP
124
Zimmer Partners
New York
$826K
CGH
125
Crossmark Global Holdings
Texas
$788K -$31.5K -3,704 -4%