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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.68B invested in Algonquin Power & Utilities in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

132,108% more call options, than puts

Call options by funds: $247M | Put options by funds: $187K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

11% more capital invested

Capital invested by funds: $4.21B → $4.68B (+$466M)

9% more funds holding

Funds holding: 211230 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.03% less ownership

Funds ownership: 47.99%46.96% (-1%)

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
88
Reduced
72
Closed
17
Calls
$247M
Puts
$187K
Net Calls
+$247M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
151
King Wealth Management Group
Florida
$431K
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$430K +$33.3K +2,110 +9%
GCC
153
Guardian Capital (Canada)
Ontario, Canada
$407K +$8.31K +527 +2%
SLAM
154
Swiss Life Asset Management
$393K +$377K +23,903 New
BCV
155
Banque Cantonale Vaudoise
Switzerland
$377K -$109K -6,900 -23%
CSS
156
Cubist Systematic Strategies
Connecticut
$374K -$249K -15,805 -41%
VPIM
157
Vanguard Personalized Indexing Management
California
$367K +$40.7K +2,585 +13%
CA
158
Corrado Advisors
New Jersey
$345K -$54.3K -3,445 -14%
William Blair & Company
159
William Blair & Company
Illinois
$343K -$2.33K -148 -0.7%
NEI
160
Northwest & Ethical Investments
Ontario, Canada
$338K +$54.9K +3,484 +20%
BAM
161
Belpointe Asset Management
Nevada
$333K -$45.7K -2,900 -13%
CA
162
Claro Advisors
Massachusetts
$307K -$3.67K -233 -1%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$301K +$58.5K +3,715 +25%
PP
164
PDT Partners
New York
$299K +$287K +18,182 New
CAG
165
Csenge Advisory Group
Florida
$292K +$6.9K +438 +3%
QI
166
QS Investors
New York
$288K +$35.9K +2,275 +15%
CAM
167
Cresset Asset Management
Illinois
$284K -$6K -381 -2%
JMPWA
168
JP Morgan Private Wealth Advisors
California
$280K
JWM
169
Jeppson Wealth Management
California
$280K +$2.36K +150 +0.9%
VFA
170
Voya Financial Advisors
Connecticut
$275K -$10.6K -675 -4%
MCA
171
Morris Capital Advisors
Pennsylvania
$258K -$38.5K -2,445 -13%
SOAMC
172
Spirit of America Management Corp
New York
$255K
WCA
173
Waratah Capital Advisors
Ontario, Canada
$252K +$242K +15,328 New
SWM
174
Stockman Wealth Management
Montana
$247K
PCS
175
Personal CFO Solutions
New Jersey
$238K +$228K +14,488 New

AQN Hedge Fund Activity: Q4 2020 in Review

230 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2020, worth a combined $4.68B — up 11% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AQN positions and 17 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $75.9M. The largest seller was Credit Suisse, cutting an estimated $89.4M.

  • 230 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $4.68B of Algonquin Power & Utilities stock for Q4 2020, up 11% quarter-over-quarter.
  • 39 funds opened new Algonquin Power & Utilities positions in Q4 2020 and 17 closed out, a net change of +22 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2020 was Toronto Dominion Bank, an estimated $75.9M added.
  • The largest Algonquin Power & Utilities seller in Q4 2020 was Credit Suisse, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2020.