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Algonquin Power & Utilities
AQN

Overview Fund Activity

253 hedge funds and large institutions have $2.41B invested in Algonquin Power & Utilities in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
90
Reduced
87
Closed
52
Calls
$5.62M
Puts
$19.4M
Net Calls
-$13.7M
Net Calls Change
-$11.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$98.3M
2
Fidelity International
Fidelity International
Bermuda
$137M
3
Morgan Stanley
Morgan Stanley
New York
$55.8M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$103M
5
PCM
Philosophy Capital Management
California
$23.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$150M
2
Norges Bank
Norges Bank
Norway
$28.3M
3
CM
Corvex Management
New York
$6.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
101
QV Investors
Alberta, Canada
$846K – – –
FAM
102
Formidable Asset Management
Ohio
$845K -$7.56K -1,196 -0.9%
AAM
103
Advisors Asset Management
Colorado
$838K +$72.3K +11,435 +9%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$823K -$4.06M -641,139 -83%
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$815K +$815K +129,200 New
Korea Investment Corp
106
Korea Investment Corp
South Korea
$805K -$7.84K -1,236 -1%
Public Sector Pension Investment Board (PSP Investments)
107
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$803K -$327K -51,557 -29%
MF
108
Magnetar Financial
Illinois
$725K +$654K +103,513 +927%
SEC
109
Seven Eight Capital
New York
$711K +$711K +112,520 New
Osaic Holdings
110
Osaic Holdings
Arizona
$703K -$93.2K -14,746 -12%
HAI
111
Hennessy Advisors Inc
California
$689K -$19K -3,000 -3%
NEI
112
Northwest & Ethical Investments
Ontario, Canada
$679K -$1.09M -173,433 -62%
SAM
113
Shell Asset Management
Netherlands
$654K -$381K -60,117 -37%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$653K -$350K -55,140 -35%
TI
115
Tidal Investments
Wisconsin
$639K -$25K -3,962 -4%
CGH
116
Crossmark Global Holdings
Texas
$542K -$65.9K -10,437 -11%
CAM
117
Cidel Asset Management
Ontario, Canada
$539K +$255K +40,189 +90%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$539K +$356K +56,331 +194%
Creative Planning
119
Creative Planning
Kansas
$538K +$360K +56,975 +202%
Stifel Financial
120
Stifel Financial
Missouri
$536K +$157K +24,871 +42%
VPIM
121
Vanguard Personalized Indexing Management
California
$535K +$146K +23,127 +38%
GC
122
Guardian Capital
Ontario, Canada
$531K – – –
ACM
123
Aquatic Capital Management
Illinois
$523K +$523K +82,700 New
YIH
124
Y-Intercept (HK)
Hong Kong
$509K +$509K +80,488 New
JGUA
125
John G. Ullman & Associates
New York
$482K -$931K -147,350 -66%
3 4
5
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