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Algonquin Power & Utilities

225 hedge funds and large institutions have $1.9B invested in Algonquin Power & Utilities in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.92% more ownership

Funds ownership: 53.67%55.59% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

5% less funds holding

Funds holding: 237225 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less capital invested

Capital invested by funds: $2.25B → $1.9B (-$354M)

Holders
225
Holders Change
-12
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
80
Reduced
81
Closed
46
Calls
$21.9M
Puts
$4.08M
Net Calls
+$17.8M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$292K +$107K +22,135 +51%
Creative Planning
127
Creative Planning
Kansas
$286K +$4.7K +973 +2%
CWM
128
Congress Wealth Management
Massachusetts
$268K -$353K -73,159 -55%
AIM
129
Aigen Investment Management
New York
$262K +$284K +58,931 New
VPIM
130
Vanguard Personalized Indexing Management
California
$242K -$78.6K -16,278 -23%
CGH
131
Crossmark Global Holdings
Texas
$233K +$6.27K +1,300 +3%
NEI
132
Northwest & Ethical Investments
Ontario, Canada
$223K +$14.9K +3,096 +7%
GC
133
GatePass Capital
Ohio
$218K +$236K +49,000 New
VPI
134
Value Partners Investments
Manitoba, Canada
$217K -$123K -25,472 -39%
BL
135
BFSG LLC
California
$216K +$129K +26,700 +122%
S
136
SignatureFD
Georgia
$189K +$31.9K +6,602 +18%
ACM
137
ADAR1 Capital Management
Texas
$178K -$193K -40,000 -50%
JIC
138
Johnson Investment Counsel
Ohio
$178K +$77.2K +16,000 +67%
SAM
139
Shell Asset Management
Netherlands
$177K
CPRC
140
Consolidated Portfolio Review Corp
New York
$173K
PF
141
Phoenix Financial
Israel
$173K -$8.99K -1,863 -5%
DC
142
Diametric Capital
Massachusetts
$169K -$10K -2,077 -5%
CM
143
CastleKnight Management
New York
$165K
PRTG
144
Post Resch Tallon Group
New York
$141K +$150K +31,000 New
TKP
145
Tallon Kerry Patrick
$141K +$150K +31,000 New
IMCOOI
146
Investment Management Corp of Ontario (IMCO)
Canada
$133K -$19.8K -4,100 -12%
BONST
147
Bank of Nova Scotia Trust
Ontario, Canada
$126K -$22.7K -4,700 -14%
Wolverine Trading
148
Wolverine Trading
Illinois
$125K +$134K +27,847 New
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$117K -$69.5K -14,398 -35%
XT
150
XTX Topco
Cayman Islands
$116K -$116K -24,109 -48%