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Algonquin Power & Utilities
AQN

236 hedge funds and large institutions have $3.96B invested in Algonquin Power & Utilities in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 234 → 236 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.68% less ownership

Funds ownership: 45.23% → 42.55% (-2.7%)

6% less capital invested

Capital invested by funds: $4.22B → $3.96B (-$262M)

25% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.96M

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
100
Reduced
73
Closed
22
Calls
$1.47M
Puts
$1.96M
Net Calls
-$496K
Net Calls Change
-$111M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$88.3M
2
MSC
MUFG Securities (Canada)
New York
-$38.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Guggenheim Capital
Illinois
$437K -$434K -28,129 -49%
CSS
152
Cubist Systematic Strategies
Connecticut
$431K -$598K -38,754 -57%
WS
153
Wedbush Securities
California
$428K +$150K +9,742 +50%
Ameriprise
154
Ameriprise
Minnesota
$403K -$3.55M -229,951 -89%
HIM
155
Hillsdale Investment Management
Ontario, Canada
$393K +$129K +8,370 +45%
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$385K – – –
SEI Investments
157
SEI Investments
Pennsylvania
$372K +$66.8K +4,329 +21%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$368K +$3.76K +244 +1%
KWMG
159
King Wealth Management Group
Florida
$367K -$18.5K -1,200 -5%
BAM
160
Blueshift Asset Management
New Jersey
$350K -$424K -27,510 -54%
BAM
161
Belpointe Asset Management
Nevada
$330K +$5.4K +350 +2%
VIA
162
Vident Investment Advisory
Georgia
$330K +$38.9K +2,525 +13%
CA
163
Corrado Advisors
New Jersey
$283K +$3.08K +200 +1%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$278K -$972 -63 -0.3%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$274K +$288K +18,670 New
CA
166
Claro Advisors
Massachusetts
$256K – – –
Natixis Advisors
167
Natixis Advisors
Massachusetts
$249K -$7.96K -516 -3%
JMPWA
168
JP Morgan Private Wealth Advisors
California
$249K – – –
SWM
169
SeaCrest Wealth Management
New York
$248K – – –
CAM
170
Cresset Asset Management
Illinois
$248K +$247 +16 +0.1%
JWM
171
Jeppson Wealth Management
California
$246K – – –
American Century Companies
172
American Century Companies
Missouri
$244K +$1.82K +118 +0.7%
PCS
173
Personal CFO Solutions
New Jersey
$233K +$7.93K +514 +3%
MCA
174
Morris Capital Advisors
Pennsylvania
$230K – – –
AssetMark Inc
175
AssetMark Inc
California
$230K +$432 +28 +0.2%
5 6
7
8 9

AQN Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2021, worth a combined $3.96B — down 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AQN positions and 22 closed out — a net gain of 6 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $20.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $88.3M.

  • 236 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $3.96B of Algonquin Power & Utilities stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Algonquin Power & Utilities positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $20.9M added.
  • The largest Algonquin Power & Utilities seller in Q3 2021 was Toronto Dominion Bank, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2021.