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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.5B invested in Algonquin Power & Utilities in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,937% more call options, than puts

Call options by funds: $238M | Put options by funds: $1.03M

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

0% more funds holding

Funds holding: 230230 (0)

0.33% less ownership

Funds ownership: 46.96%46.63% (-0.33%)

4% less capital invested

Capital invested by funds: $4.68B → $4.5B (-$178M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
101
Reduced
67
Closed
20
Calls
$238M
Puts
$1.03M
Net Calls
+$237M
Net Calls Change
-$9.88M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
151
Horizon Investment Services
Indiana
$437K +$455K +27,600 New
VPIM
152
Vanguard Personalized Indexing Management
California
$429K +$78.1K +4,731 +21%
Fiera Capital (Canada)
153
Fiera Capital (Canada)
Quebec, Canada
$427K -$124K -7,505 -22%
KWMG
154
King Wealth Management Group
Florida
$415K
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$413K
BC
156
Bridgefront Capital
Texas
$375K +$390K +23,662 New
William Blair & Company
157
William Blair & Company
Illinois
$364K +$35.5K +2,151 +10%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$362K +$373K +22,586 +7,333%
NEI
159
Northwest & Ethical Investments
Ontario, Canada
$347K +$22.8K +1,381 +7%
BCV
160
Banque Cantonale Vaudoise
Switzerland
$339K -$25.2K -1,525 -7%
CA
161
Corrado Advisors
New Jersey
$332K
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$325K +$173K +10,459 +104%
BAM
163
Belpointe Asset Management
Nevada
$320K -$825 -50 -0.2%
VF
164
Virtu Financial
New York
$319K +$332K +20,129 New
RIM
165
Regent Investment Management
Kentucky
$318K +$332K +20,100 New
CAG
166
Csenge Advisory Group
Florida
$308K +$16.1K +973 +5%
CA
167
Claro Advisors
Massachusetts
$298K +$3.13K +190 +1%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$297K +$8.37K +507 +3%
QI
169
QS Investors
New York
$290K +$13.6K +823 +5%
VIA
170
Vident Investment Advisory
Georgia
$286K +$298K +18,060 New
LOAMS
171
Lombard Odier Asset Management (Switzerland)
Switzerland
$281K -$241K -14,597 -51%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$269K
CAM
173
Cresset Asset Management
Illinois
$268K -$5.96K -361 -2%
JWM
174
Jeppson Wealth Management
California
$266K -$3.38K -205 -1%
VFA
175
Voya Financial Advisors
Connecticut
$261K