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Algonquin Power & Utilities
AQN

Overview Fund Activity

248 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
98
Reduced
69
Closed
36
Calls
$21.4M
Puts
$5.73M
Net Calls
+$15.7M
Net Calls Change
+$13.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$24.5M
2
Goldman Sachs
Goldman Sachs
New York
+$21.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.5M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$16.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.8M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.4M
2
KACA
Kayne Anderson Capital Advisors
California
-$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.9M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$526K -$225K -14,470 -30%
FAM
152
Formidable Asset Management
Ohio
$515K +$515K +33,208 New
TI
153
Tidal Investments
Wisconsin
$515K +$515K +33,208 New
WS
154
Wedbush Securities
California
$509K +$43.2K +2,783 +9%
CAM
155
Cubic Asset Management
Massachusetts
$508K – – –
LWAC
156
Laurel Wealth Advisors (California)
California
$492K -$495K -31,930 -50%
BP
157
BBR Partners
New York
$489K – – –
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$477K +$3.97K +256 +0.8%
BAM
159
Belpointe Asset Management
Nevada
$455K +$30.9K +1,991 +7%
ASN
160
Advisory Services Network
Georgia
$446K -$791K -50,939 -64%
BONST
161
Bank of Nova Scotia Trust
Ontario, Canada
$436K -$7.61K -490 -2%
VIA
162
Vident Investment Advisory
Georgia
$427K -$71.5K -4,603 -14%
PF
163
Phoenix Financial
Israel
$418K -$81.1K -5,201 -16%
VPIM
164
Vanguard Personalized Indexing Management
California
$410K +$47K +3,024 +13%
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$406K – – –
KWMG
166
King Wealth Management Group
Florida
$388K – – –
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$388K – – –
GC
168
Guardian Capital
Ontario, Canada
$383K -$775K -50,000 -67%
MGP
169
Metis Global Partners
California
$381K +$381K +24,608 New
BCV
170
Banque Cantonale Vaudoise
Switzerland
$354K -$16.9K -1,090 -5%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$338K -$3.32M -213,979 -91%
SWM
172
SeaCrest Wealth Management
New York
$334K +$15.5K +1,000 +5%
Aviva
173
Aviva
United Kingdom
$307K +$307K +19,737 New
Natixis Advisors
174
Natixis Advisors
Massachusetts
$306K +$87.1K +5,608 +40%
SPIA
175
Steward Partners Investment Advisory
New York
$303K -$23.3K -1,500 -7%
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