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Algonquin Power & Utilities

257 hedge funds and large institutions have $2.38B invested in Algonquin Power & Utilities in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $4.58M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

9% more funds holding

Funds holding: 236257 (+21)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

0% more capital invested

Capital invested by funds: $2.38B → $2.38B (+$7.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.22% less ownership

Funds ownership: 54.09%52.87% (-1.2%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
79
Closed
27
Calls
$22.3M
Puts
$4.58M
Net Calls
+$17.7M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
126
Formidable Asset Management
Ohio
$567K -$88.5K -14,276 -13%
Millennium Management
127
Millennium Management
New York
$564K -$6.05M -975,697 -91%
PIC
128
PCJ Investment Counsel
Ontario, Canada
$561K +$593K +95,700 New
Creative Planning
129
Creative Planning
Kansas
$548K -$105K -16,926 -15%
VPIM
130
Vanguard Personalized Indexing Management
California
$511K +$60.2K +9,717 +12%
TI
131
Tidal Investments
Wisconsin
$499K -$61.4K -9,906 -10%
GCC
132
Guardian Capital (Canada)
Ontario, Canada
$492K
CWM
133
Congress Wealth Management
Massachusetts
$454K +$480K +77,455 New
CGH
134
Crossmark Global Holdings
Texas
$451K -$54.9K -8,855 -10%
JGUA
135
John G. Ullman & Associates
New York
$430K +$86.8K +14,000 +24%
LP
136
LMR Partners
United Kingdom
$385K
Public Sector Pension Investment Board (PSP Investments)
137
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$382K
DC
138
Diametric Capital
Massachusetts
$363K +$384K +62,022 New
LIP
139
Lighthouse Investment Partners
Florida
$357K -$1.42M -229,922 -79%
Squarepoint
140
Squarepoint
New York
$332K +$176K +28,332 +100%
Neuberger Berman Group
141
Neuberger Berman Group
New York
$324K +$11.1K +1,787 +3%
S
142
SignatureFD
Georgia
$306K -$8.99K -1,450 -3%
SIC
143
Samalin Investment Counsel
New York
$302K +$319K +51,485 New
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
$298K +$315K +50,900 New
XT
145
XTX Topco
Cayman Islands
$294K +$47.7K +7,697 +18%
KJHP
146
K.J. Harrison & Partners
Ontario, Canada
$294K +$310K +50,000 New
Bank of New York Mellon
147
Bank of New York Mellon
New York
$289K -$111K -17,988 -27%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$256K -$66.2K -10,678 -20%
Nomura Holdings
149
Nomura Holdings
Japan
$248K +$262K +42,357 New
NEI
150
Northwest & Ethical Investments
Ontario, Canada
$247K

AQN Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2024, worth a combined $2.38B — up 0.32% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AQN positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 79 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.4M. The largest seller was Fidelity International, cutting an estimated $69.2M.

  • 257 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2024, up from 236 in Q1 2024.
  • Funds reported $2.38B of Algonquin Power & Utilities stock for Q2 2024, up 0.32% quarter-over-quarter.
  • 54 funds opened new Algonquin Power & Utilities positions in Q2 2024 and 27 closed out, a net change of +27 holders.
  • The largest Algonquin Power & Utilities buyer in Q2 2024 was Royal Bank of Canada, an estimated $62.4M added.
  • The largest Algonquin Power & Utilities seller in Q2 2024 was Fidelity International, an estimated $69.2M sold.

Based on aggregated 13F filings for Q2 2024.