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Algonquin Power & Utilities

248 hedge funds and large institutions have $3.86B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

35% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $6.66M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

5% more funds holding

Funds holding: 236248 (+12)

2% less capital invested

Capital invested by funds: $3.96B → $3.86B (-$98.3M)

2.89% less ownership

Funds ownership: 42.55%39.66% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
99
Reduced
78
Closed
25
Calls
$8.98M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$862K +$133K +9,276 +18%
ACM
127
AlphaCrest Capital Management
New York
$806K +$799K +55,788 New
BBA
128
Baader Bank Aktiengesellschaft
Germany
$795K +$787K +55,000 New
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$780K -$115K -8,048 -13%
WBC
130
Westpac Banking Corp
Australia
$774K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$772K -$43.9K -3,065 -5%
SNT
132
SIG North Trading
Pennsylvania
$753K +$748K +52,278 New
Osaic Holdings
133
Osaic Holdings
Arizona
$741K -$56.9K -3,975 -7%
GTCM
134
Gyon Technologies Capital Management
New Jersey
$709K +$54.2K +3,786 +8%
William Blair & Company
135
William Blair & Company
Illinois
$699K +$12.9K +900 +2%
MCM
136
Manchester Capital Management
Vermont
$628K
ISL
137
Ingalls & Snyder LLC
New York
$604K -$39.4K -2,750 -6%
DWM
138
Dorchester Wealth Management
Quebec, Canada
$571K +$124K +8,692 +28%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$570K +$35.4K +2,475 +7%
Ameriprise
140
Ameriprise
Minnesota
$543K +$162K +11,316 +41%
GI
141
Gradient Investments
Minnesota
$524K -$20.1K -1,401 -4%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$520K +$515K +36,000 New
Simplex Trading
143
Simplex Trading
Illinois
$477K +$473K +33,074 New
CAM
144
Cubic Asset Management
Massachusetts
$473K
TI
145
Trexquant Investment
Connecticut
$470K +$466K +32,531 New
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$466K +$194K +13,575 +73%
VIA
147
Vident Investment Advisory
Georgia
$464K +$137K +9,544 +42%
PF
148
Phoenix Financial
Israel
$461K -$32.3K -2,259 -7%
BP
149
BBR Partners
New York
$455K
Janus Henderson Group
150
Janus Henderson Group
United Kingdom
$441K