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Algonquin Power & Utilities
AQN

Overview Fund Activity

173 hedge funds and large institutions have $3.28B invested in Algonquin Power & Utilities in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+16
Holders Change %
+10.19%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
37
Increased
71
Reduced
48
Closed
20
Calls
$89K
Puts
$238K
Net Calls
-$149K
Net Calls Change
-$213K

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$67.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.3M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$27.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$25.1M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$85.8M
2
Morgan Stanley
Morgan Stanley
New York
-$50.4M
3
IIM
Intact Investment Management
Quebec, Canada
-$49.6M
4
CS
Credit Suisse
Switzerland
-$47.2M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
Paloma Partners
Connecticut
$284K +$127K +8,963 +81%
LPL Financial
127
LPL Financial
California
$283K +$283K +20,015 New
VFA
128
Voya Financial Advisors
Connecticut
$280K – – –
CAM
129
Cresset Asset Management
Illinois
$278K -$30.8K -2,150 -10%
OCG
130
Opus Capital Group
Ohio
$274K – – –
Capital World Investors
131
Capital World Investors
California
$268K +$268K +18,935 New
MCA
132
Morris Capital Advisors
Pennsylvania
$264K – – –
William Blair & Company
133
William Blair & Company
Illinois
$241K -$8.1K -571 -3%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$241K – – –
CCI
135
Credit Capital Investments
New Jersey
$226K +$226K +16,000 New
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$225K +$19.7K +1,400 +10%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$224K +$224K +15,800 New
AG
138
Advisor Group
Arizona
$221K +$20.2K +1,431 +10%
SWM
139
Stockman Wealth Management
Montana
$212K – – –
PCS
140
Personal CFO Solutions
New Jersey
$207K +$207K +14,653 New
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K – – –
MML Investors Services
142
MML Investors Services
Massachusetts
$189K -$55.2K -3,891 -23%
SWM
143
SeaCrest Wealth Management
New York
$189K +$189K +13,347 New
CAG
144
Csenge Advisory Group
Florida
$186K +$21.4K +1,513 +13%
Fidelity International
145
Fidelity International
Bermuda
$169K +$169K +11,974 New
CP
146
Covenant Partners
Tennessee
$165K -$20.6K -1,457 -11%
BONST
147
Bank of Nova Scotia Trust
Ontario, Canada
$164K -$58.2K -4,112 -26%
BBL
148
Beck Bode LLC
Massachusetts
$163K -$9.82M -696,005 -98%
FC
149
FORA Capital
Florida
$162K +$162K +11,446 New
Barclays
150
Barclays
United Kingdom
$156K -$423K -29,841 -73%
4 5
6
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