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Algonquin Power & Utilities

189 hedge funds and large institutions have $3.17B invested in Algonquin Power & Utilities in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

9% more funds holding

Funds holding: 174189 (+15)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

0.81% more ownership

Funds ownership: 44.24%45.05% (+0.81%)

3% less capital invested

Capital invested by funds: $3.28B → $3.17B (-$114M)

62% less call options, than puts

Call options by funds: $55K | Put options by funds: $143K

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
69
Reduced
65
Closed
18
Calls
$55K
Puts
$143K
Net Calls
-$88K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Driehaus Capital Management
Illinois
$470K -$272K -18,675 -35%
BAMF
127
BI Asset Management Fondsmaeglerselskab
Denmark
$444K +$486K +33,339 New
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$437K +$208K +14,263 +90%
SGI
129
Summit Global Investments
Utah
$417K -$373K -25,579 -45%
BCV
130
Banque Cantonale Vaudoise
Switzerland
$396K -$23.1K -1,585 -5%
Voloridge Investment Management
131
Voloridge Investment Management
Florida
$353K +$384K +26,354 New
KWMG
132
King Wealth Management Group
Florida
$351K
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$328K +$354K +24,300 New
CAM
134
Cresset Asset Management
Illinois
$308K +$48.8K +3,353 +17%
CA
135
Corrado Advisors
New Jersey
$298K
BAM
136
Belpointe Asset Management
Nevada
$289K -$322K -22,117 -51%
JG
137
Jefferies Group
New York
$256K +$296K +20,300 New
William Blair & Company
138
William Blair & Company
Illinois
$255K +$29.1K +2,000 +12%
VFA
139
Voya Financial Advisors
Connecticut
$251K
AI
140
Atria Investments
North Carolina
$251K +$273K +18,759 New
MCA
141
Morris Capital Advisors
Pennsylvania
$243K -$7.92K -544 -3%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$233K +$6.89K +473 +3%
LPL Financial
143
LPL Financial
California
$222K -$50.2K -3,448 -17%
PCS
144
Personal CFO Solutions
New Jersey
$211K +$15.8K +1,082 +7%
SWM
145
Stockman Wealth Management
Montana
$201K
JFL
146
Jarislowsky, Fraser Ltd
Quebec, Canada
$197K +$8.56K +588 +4%
American Century Companies
147
American Century Companies
Missouri
$193K +$209K +14,317 New
CAG
148
Csenge Advisory Group
Florida
$186K +$11.9K +815 +6%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$182K -$34.2K -2,350 -15%
CQS
150
Credential Qtrade Securities
$178K +$155K +10,635 +414%

AQN Hedge Fund Activity: Q1 2020 in Review

189 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q1 2020, worth a combined $3.17B — down 3.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AQN positions and 18 closed out — a net gain of 18 holders — while 69 added to existing stakes and 65 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $37.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $99.5M.

  • 189 institutional investors held Algonquin Power & Utilities (AQN) as of Q1 2020, up from 174 in Q4 2019.
  • Funds reported $3.17B of Algonquin Power & Utilities stock for Q1 2020, down 3.5% quarter-over-quarter.
  • 36 funds opened new Algonquin Power & Utilities positions in Q1 2020 and 18 closed out, a net change of +18 holders.
  • The largest Algonquin Power & Utilities buyer in Q1 2020 was Bank of Nova Scotia, an estimated $37.9M added.
  • The largest Algonquin Power & Utilities seller in Q1 2020 was Toronto Dominion Bank, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2020.