Algonquin Power & Utilities
131 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
85% more call options, than puts
Call options by funds: $332K | Put options by funds: $179K
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
17% more funds holding
Funds holding: 112 → 131 (+19)
1.83% more ownership
Funds ownership: 46.1% → 47.93% (+1.8%)
1% more capital invested
Capital invested by funds: $2.27B → $2.29B (+$17.6M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$77.5M |
| 2 |
Citigroup
New York
|
+$27.1M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$26.9M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$36.7M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$26.8M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$20.1M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$20M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
126
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
ASN
127
Advisory Services Network
Atlanta,
Georgia
| $3K | +$453 | +44 | +15% |
|
|
OAJ
128
Ogorek Anthony Joseph
Williamsville,
New York
| $2K | – | – | – |
|
|
FHA
129
First Horizon Advisors
Memphis,
Tennessee
| $1K | – | – | – |
|
|
TCA
130
Tortoise Capital Advisors
Overland Park,
Kansas
| $1K | – | – | – |
|
|
AAMU
131
Amundi Asset Management US
Boston,
Massachusetts
| $135 | +$139K | +13,467 | New |
|
132
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$1.7M | -164,500 | Closed |
|
|
TAM
133
TFG Asset Management
Grand Cayman,
Cayman Islands
| – | -$569K | -55,000 | Closed |
|
|
BDS
134
Banco de Sabadell
Miami,
Florida
| – | -$606K | -45,300 | Closed |
|
|
ZIG
135
Zurich Insurance Group
Zurich,
Switzerland
| – | -$310K | -30,031 | Closed |
|
136
Citadel Advisors
Miami,
Florida
| – | -$200K | -19,325 | Closed |
|
|
SPIA
137
Steward Partners Investment Advisory
New York
| – | -$29K | -2,850 | Closed |
|
|
CAG
138
Csenge Advisory Group
Clearwater,
Florida
| – | -$23K | -2,163 | Closed |
|
AQN Hedge Fund Activity: Q4 2018 in Review
131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2018, worth a combined $2.29B — up 0.78% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AQN positions and 7 closed out — a net gain of 19 holders — while 54 added to existing stakes and 34 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $36.7M.
- 131 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2018, up from 112 in Q3 2018.
- Funds reported $2.29B of Algonquin Power & Utilities stock for Q4 2018, up 0.78% quarter-over-quarter.
- 26 funds opened new Algonquin Power & Utilities positions in Q4 2018 and 7 closed out, a net change of +19 holders.
- The largest Algonquin Power & Utilities buyer in Q4 2018 was GQG Partners, an estimated $77.5M added.
- The largest Algonquin Power & Utilities seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2018.