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Algonquin Power & Utilities
AQN

Overview Fund Activity

274 hedge funds and large institutions have $3.12B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 45 closing their positions.

Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
44
Increased
92
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
1
Starboard Value
New York
$282M
2
Bank of America
2
Bank of America
North Carolina
$196M
3
Fidelity International
3
Fidelity International
Bermuda
$61.8M
4
Aviva
4
Aviva
United Kingdom
$14.3M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$176M
3
SC
3
Samlyn Capital
New York
$0
4
CM
4
Corvex Management
New York
$67.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
KSCM
126
Kamunting Street Capital Management
Florida
$748K 90,590 +90,590 New
Simplex Trading
127
Simplex Trading
Illinois
$696K 84,316 +41,379 +96%
PP
128
PDT Partners
New York
$692K 83,725 +83,725 New
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$684K 82,685 +5,950 +8%
Creative Planning
130
Creative Planning
Kansas
$678K 82,127 +9,817 +14%
CAM
131
Cubic Asset Management
Massachusetts
$676K 81,845 – –
CGL
132
Clarius Group LLC
Washington
$642K 77,741 – –
VPIM
133
Vanguard Personalized Indexing Management
California
$608K 73,616 +5,685 +8%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$602K 72,858 +47,462 +187%
S
135
SignatureFD
Georgia
$579K 70,125 +5,710 +9%
American Century Companies
136
American Century Companies
Missouri
$545K 65,959 +16,012 +32%
CAM
137
Cidel Asset Management
Ontario, Canada
$540K 65,268 -1,276 -2%
GC
138
Guggenheim Capital
Illinois
$529K 64,042 -9,617 -13%
ECM
139
ExodusPoint Capital Management
New York
$507K 61,368 +61,368 New
CHAM
140
Clear Harbor Asset Management
Connecticut
$501K 60,500 +60,500 New
Franklin Resources
141
Franklin Resources
California
$500K 60,450 -790 -1%
FLC
142
Fifth Lane Capital
Texas
$496K 60,000 +41,190 +219%
CC
143
Centiva Capital
New York
$463K 56,016 +56,016 New
FTDI
144
First Trust Direct Indexing
Massachusetts
$443K 53,685 +2,021 +4%
LPL Financial
145
LPL Financial
California
$431K 52,120 +10,656 +26%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$414K 50,161 -4,359 -8%
Mariner
147
Mariner
Kansas
$414K 50,067 -13,703 -21%
VIA
148
Vident Investment Advisory
Georgia
$402K 48,604 +1,922 +4%
Stifel Financial
149
Stifel Financial
Missouri
$395K 47,800 +17,075 +56%
CA
150
Cetera Advisors
Colorado
$391K 47,254 – –
4 5
6
7 8