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Algonquin Power & Utilities

248 hedge funds and large institutions have $3.86B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

35% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $6.66M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

5% more funds holding

Funds holding: 236248 (+12)

2% less capital invested

Capital invested by funds: $3.96B → $3.86B (-$98.3M)

2.89% less ownership

Funds ownership: 42.55%39.66% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
99
Reduced
78
Closed
25
Calls
$8.98M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$437K +$59.9K +4,186 +17%
Marshall Wace
152
Marshall Wace
United Kingdom
$434K -$10.6M -740,703 -96%
WS
153
Wedbush Securities
California
$434K +$11.1K +773 +3%
ECM
154
ExodusPoint Capital Management
New York
$419K +$415K +28,967 New
BONST
155
Bank of Nova Scotia Trust
Ontario, Canada
$413K +$237K +16,548 +138%
BAM
156
Belpointe Asset Management
Nevada
$394K +$68.5K +4,785 +21%
HIM
157
Hillsdale Investment Management
Ontario, Canada
$393K +$3.87K +270 +1%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$383K +$19.2K +1,339 +5%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$382K
KWMG
160
King Wealth Management Group
Florida
$361K
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$361K +$358K +25,000 New
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$357K -$150K -10,454 -30%
BCV
163
Banque Cantonale Vaudoise
Switzerland
$346K -$308K -21,497 -47%
VPIM
164
Vanguard Personalized Indexing Management
California
$338K -$140K -9,815 -30%
GC
165
Guggenheim Capital
Illinois
$310K -$119K -8,335 -28%
SPIA
166
Steward Partners Investment Advisory
New York
$304K +$77.3K +5,400 +35%
SWM
167
SeaCrest Wealth Management
New York
$296K +$51.5K +3,595 +21%
Barclays
168
Barclays
United Kingdom
$292K -$1.03M -72,170 -78%
CA
169
Corrado Advisors
New Jersey
$279K
Millennium Management
170
Millennium Management
New York
$272K -$1.61M -112,263 -86%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$252K +$6.3K +440 +3%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$249K +$247K +17,240 New
American Century Companies
173
American Century Companies
Missouri
$243K +$2.53K +177 +1%
JWM
174
Jeppson Wealth Management
California
$242K
PCS
175
Personal CFO Solutions
New Jersey
$231K +$1.99K +139 +0.9%