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Algonquin Power & Utilities
AQN

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47% → 54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278 → 276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
Starboard Value
New York
+$290M
2
Bank of America
Bank of America
North Carolina
+$123M
3
Fidelity International
Fidelity International
Bermuda
+$31.3M
4
Aviva
Aviva
United Kingdom
+$14.7M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$14.6M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$142M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.4M
3
SC
Samlyn Capital
New York
-$33.3M
4
CM
Corvex Management
New York
-$31.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCC
126
Guardian Capital (Canada)
Ontario, Canada
$775K +$34K +4,000 +4%
KSCM
127
Kamunting Street Capital Management
Florida
$748K +$770K +90,590 New
Simplex Trading
128
Simplex Trading
Illinois
$696K +$352K +41,379 +96%
PP
129
PDT Partners
New York
$692K +$711K +83,725 New
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$684K +$50.6K +5,950 +8%
Creative Planning
131
Creative Planning
Kansas
$678K +$83.4K +9,817 +14%
CAM
132
Cubic Asset Management
Massachusetts
$676K – – –
CGL
133
Clarius Group LLC
Washington
$642K – – –
VPIM
134
Vanguard Personalized Indexing Management
California
$608K +$48.3K +5,685 +8%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$602K +$403K +47,462 +187%
S
136
SignatureFD
Georgia
$579K +$48.5K +5,710 +9%
American Century Companies
137
American Century Companies
Missouri
$545K +$136K +16,012 +32%
CAM
138
Cidel Asset Management
Ontario, Canada
$540K -$10.8K -1,276 -2%
GC
139
Guggenheim Capital
Illinois
$529K -$81.7K -9,617 -13%
ECM
140
ExodusPoint Capital Management
New York
$507K +$521K +61,368 New
CHAM
141
Clear Harbor Asset Management
Connecticut
$501K +$514K +60,500 New
Franklin Resources
142
Franklin Resources
California
$500K -$6.71K -790 -1%
FLC
143
Fifth Lane Capital
Texas
$496K +$350K +41,190 +219%
CC
144
Centiva Capital
New York
$463K +$476K +56,016 New
FTDI
145
First Trust Direct Indexing
Massachusetts
$443K +$17.2K +2,021 +4%
LPL Financial
146
LPL Financial
California
$431K +$90.5K +10,656 +26%
LNWWM
147
Laird Norton Wetherby Wealth Management
California
$414K -$37K -4,359 -8%
Mariner
148
Mariner
Kansas
$414K -$116K -13,703 -21%
VIA
149
Vident Investment Advisory
Georgia
$402K +$16.3K +1,922 +4%
Stifel Financial
150
Stifel Financial
Missouri
$395K +$145K +17,075 +56%
4 5
6
7 8

AQN Hedge Fund Activity: Q2 2023 in Review

276 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2023, worth a combined $3.13B — up 0.97% from $3.1B a quarter earlier.

Fund positioning in AQN was balanced in Q2 2023: 45 funds opened new positions, 45 closed out, 93 added to existing stakes and 87 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $290M. The largest seller was EdgePoint Investment Group, cutting an estimated $142M.

  • 276 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2023, down from 278 in Q1 2023.
  • Funds reported $3.13B of Algonquin Power & Utilities stock for Q2 2023, up 0.97% quarter-over-quarter.
  • 45 funds opened new Algonquin Power & Utilities positions in Q2 2023 and 45 closed out, a net change of 0 holders.
  • The largest Algonquin Power & Utilities buyer in Q2 2023 was Starboard Value, an estimated $290M added.
  • The largest Algonquin Power & Utilities seller in Q2 2023 was EdgePoint Investment Group, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2023.