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Algonquin Power & Utilities
AQN

211 hedge funds and large institutions have $4.21B invested in Algonquin Power & Utilities in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,118% more call options, than puts

Call options by funds: $7.85M | Put options by funds: $244K

86% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 49

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more capital invested

Capital invested by funds: $3.04B → $4.21B (+$1.17B)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.62% more ownership

Funds ownership: 44.36% → 47.99% (+3.6%)

1% more funds holding

Funds holding: 209 → 211 (+2)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
35
Increased
91
Reduced
49
Closed
31
Calls
$7.85M
Puts
$244K
Net Calls
+$7.61M
Net Calls Change
+$259K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$155M
2
CS
Credit Suisse
Switzerland
+$115M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.2M
4
Legal & General Group
Legal & General Group
United Kingdom
+$62M
5
SC
Scotia Capital
Ontario, Canada
+$61.9M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$34.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.77M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$8.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Dorchester Wealth Management
Quebec, Canada
$645K -$64.1K -4,673 -10%
ACM
127
AlphaCrest Capital Management
New York
$612K +$578K +42,100 New
BBVA
128
Banco Bilbao Vizcaya Argentaria
Spain
$609K – – –
CSS
129
Cubist Systematic Strategies
Connecticut
$560K +$97.1K +7,074 +22%
Osaic Holdings
130
Osaic Holdings
Arizona
$542K -$143K -10,427 -22%
PGH
131
Partners Group Holding
Switzerland
$530K +$501K +36,478 New
Marshall Wace
132
Marshall Wace
United Kingdom
$502K +$476K +34,700 New
CAM
133
Cubic Asset Management
Massachusetts
$481K +$16.5K +1,200 +4%
WCM
134
Washington Capital Management
Washington
$478K +$452K +32,900 New
MUS
135
Mitsubishi UFJ Securities
Japan
$475K +$449K +32,678 New
BCV
136
Banque Cantonale Vaudoise
Switzerland
$432K -$26.6K -1,940 -6%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$388K -$57.9K -4,219 -14%
KWMG
138
King Wealth Management Group
Florida
$381K – – –
BBHC
139
Brown Brothers Harriman & Co
New York
$367K -$69.2K -5,042 -17%
LPL Financial
140
LPL Financial
California
$364K +$123K +8,945 +56%
HIM
141
Hillsdale Investment Management
Ontario, Canada
$360K -$6.77M -493,185 -95%
CA
142
Corrado Advisors
New Jersey
$354K +$28.6K +2,081 +9%
GCC
143
Guardian Capital (Canada)
Ontario, Canada
$350K – – –
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$349K +$13K +950 +4%
BAM
145
Belpointe Asset Management
Nevada
$337K -$9.84K -717 -3%
CCM
146
CWH Capital Management
Washington
$307K +$290K +21,144 New
William Blair & Company
147
William Blair & Company
Illinois
$305K +$110 +8 +0%
Capital World Investors
148
Capital World Investors
California
$302K +$117K +8,504 +69%
GTCM
149
Gyon Technologies Capital Management
New Jersey
$291K +$275K +20,021 New
VPIM
150
Vanguard Personalized Indexing Management
California
$287K +$271K +19,738 New
4 5
6
7 8

AQN Hedge Fund Activity: Q3 2020 in Review

211 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2020, worth a combined $4.21B — up 38% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AQN positions and 31 closed out — a net gain of 4 holders — while 91 added to existing stakes and 49 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $155M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $34.3M sold.

  • 211 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $4.21B of Algonquin Power & Utilities stock for Q3 2020, up 38% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2020 and 31 closed out, a net change of +4 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2020 was Bank of Nova Scotia, an estimated $155M added.
  • The largest Algonquin Power & Utilities seller in Q3 2020 was Adage Capital Partners, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2020.