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Algonquin Power & Utilities

189 hedge funds and large institutions have $3.17B invested in Algonquin Power & Utilities in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

9% more funds holding

Funds holding: 174189 (+15)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

0.81% more ownership

Funds ownership: 44.24%45.05% (+0.81%)

3% less capital invested

Capital invested by funds: $3.28B → $3.17B (-$114M)

62% less call options, than puts

Call options by funds: $55K | Put options by funds: $143K

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
69
Reduced
65
Closed
18
Calls
$55K
Puts
$143K
Net Calls
-$88K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
151
Axa
France
$174K +$189K +13,000 New
RWA
152
Redhawk Wealth Advisors
Minnesota
$174K +$190K +13,015 New
SWM
153
SeaCrest Wealth Management
New York
$172K -$7.75K -532 -4%
MML Investors Services
154
MML Investors Services
Massachusetts
$166K -$13.9K -951 -7%
Capital World Investors
155
Capital World Investors
California
$165K -$96.9K -6,650 -35%
CP
156
Covenant Partners
Tennessee
$165K +$9.53K +654 +6%
DR
157
Davis Rea
Ontario, Canada
$165K +$180K +12,332 New
CA
158
Calton & Associates
Florida
$148K +$161K +11,035 New
GIBU
159
Gulf International Bank (UK)
United Kingdom
$114K
HIM
160
Hillsdale Investment Management
Ontario, Canada
$108K -$25.5K -1,750 -18%
Barclays
161
Barclays
United Kingdom
$100K -$51.7K -3,551 -32%
VanEck Associates
162
VanEck Associates
New York
$86K -$47.8K -3,279 -34%
CIA
163
ClearBridge Investments (Australia)
Australia
$62K +$5.1K +350 +8%
SOAMC
164
Spirit of America Management Corp
New York
$54K +$58.3K +4,000 New
CFGS
165
Concourse Financial Group Securities
Alabama
$48K +$51.5K +3,536 New
SPIA
166
Steward Partners Investment Advisory
New York
$41K +$3.5K +240 +8%
QI
167
QS Investors
New York
$35K
WEC
168
Winslow Evans & Crocker
Massachusetts
$24K -$7.28K -500 -22%
AWA
169
Arkadios Wealth Advisors
Georgia
$22.1K -$2.35K -161 -9%
AF
170
Advisornet Financial
Minnesota
$22K -$1.06K -73 -4%
HS
171
Horan Securities
United States
$18K +$19.3K +1,325 New
Marshall Wace
172
Marshall Wace
United Kingdom
$18K +$19.7K +1,352 New
AIM
173
AIA Investment Management
Singapore
$17K
TRCT
174
Tower Research Capital (TRC)
New York
$16K -$135K -9,282 -89%
GRP
175
Global Retirement Partners
California
$15K +$16.2K +1,110 New

AQN Hedge Fund Activity: Q1 2020 in Review

189 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q1 2020, worth a combined $3.17B — down 3.5% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AQN positions and 18 closed out — a net gain of 18 holders — while 69 added to existing stakes and 65 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $37.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $99.5M.

  • 189 institutional investors held Algonquin Power & Utilities (AQN) as of Q1 2020, up from 174 in Q4 2019.
  • Funds reported $3.17B of Algonquin Power & Utilities stock for Q1 2020, down 3.5% quarter-over-quarter.
  • 36 funds opened new Algonquin Power & Utilities positions in Q1 2020 and 18 closed out, a net change of +18 holders.
  • The largest Algonquin Power & Utilities buyer in Q1 2020 was Bank of Nova Scotia, an estimated $37.9M added.
  • The largest Algonquin Power & Utilities seller in Q1 2020 was Toronto Dominion Bank, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2020.