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Algonquin Power & Utilities

249 hedge funds and large institutions have $4.23B invested in Algonquin Power & Utilities in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $5.73M

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $3.86B → $4.23B (+$369M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0.45% more ownership

Funds ownership: 39.66%40.11% (+0.45%)

0% more funds holding

Funds holding: 248249 (+1)

Holders
249
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.93%
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
70
Closed
36
Calls
$21.4M
Puts
$5.73M
Net Calls
+$15.7M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
Gradient Investments
Minnesota
$537K -$23.1K -1,604 -4%
William Blair & Company
152
William Blair & Company
Illinois
$526K -$209K -14,470 -30%
FAM
153
Formidable Asset Management
Ohio
$515K +$479K +33,208 New
TI
154
Tidal Investments
Wisconsin
$515K +$479K +33,208 New
WS
155
Wedbush Securities
California
$509K +$40.2K +2,783 +9%
CAM
156
Cubic Asset Management
Massachusetts
$508K
LWAC
157
Laurel Wealth Advisors (California)
California
$492K -$461K -31,930 -50%
BP
158
BBR Partners
New York
$489K
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$477K +$3.69K +256 +0.8%
BAM
160
Belpointe Asset Management
Nevada
$455K +$28.7K +1,991 +7%
ASN
161
Advisory Services Network
Georgia
$446K -$735K -50,939 -64%
BONST
162
Bank of Nova Scotia Trust
Ontario, Canada
$436K -$7.07K -490 -2%
VIA
163
Vident Investment Advisory
Georgia
$427K -$66.4K -4,603 -14%
PF
164
Phoenix Financial
Israel
$418K -$75K -5,201 -16%
VPIM
165
Vanguard Personalized Indexing Management
California
$410K +$43.6K +3,024 +13%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$406K
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$388K
KWMG
168
King Wealth Management Group
Florida
$388K
GCC
169
Guardian Capital (Canada)
Ontario, Canada
$383K -$721K -50,000 -67%
MGP
170
Metis Global Partners
California
$381K +$355K +24,608 New
BCV
171
Banque Cantonale Vaudoise
Switzerland
$354K -$15.7K -1,090 -5%
BCIM
172
British Columbia Investment Management
British Columbia, Canada
$338K -$3.09M -213,979 -91%
SWM
173
SeaCrest Wealth Management
New York
$334K +$14.4K +1,000 +5%
Aviva
174
Aviva
United Kingdom
$307K +$285K +19,737 New
Natixis Advisors
175
Natixis Advisors
Massachusetts
$306K +$80.9K +5,608 +40%