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Algonquin Power & Utilities

266 hedge funds and large institutions have $3.34B invested in Algonquin Power & Utilities in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $6.15M

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 77

7% more funds holding

Funds holding: 249266 (+17)

2.23% more ownership

Funds ownership: 40.11%42.34% (+2.2%)

21% less capital invested

Capital invested by funds: $4.23B → $3.34B (-$890M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+17
Holders Change %
+6.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
107
Reduced
77
Closed
17
Calls
$25.4M
Puts
$6.15M
Net Calls
+$19.2M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
151
Natixis Advisors
Massachusetts
$581K +$341K +23,556 +120%
VF
152
Virtu Financial
New York
$546K +$589K +40,676 New
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$541K +$45.9K +3,175 +9%
ISL
154
Ingalls & Snyder LLC
New York
$527K -$14.5K -1,000 -2%
FAM
155
Formidable Asset Management
Ohio
$526K +$87K +6,014 +18%
M&T Bank
156
M&T Bank
New York
$525K -$8.67K -599 -2%
TI
157
Tidal Investments
Wisconsin
$490K +$47.4K +3,275 +10%
GI
158
Gradient Investments
Minnesota
$458K -$7.71K -533 -2%
William Blair & Company
159
William Blair & Company
Illinois
$450K -$5.5K -380 -1%
WS
160
Wedbush Securities
California
$448K +$7.89K +545 +2%
CAM
161
Cubic Asset Management
Massachusetts
$439K
Aviva
162
Aviva
United Kingdom
$430K +$177K +12,244 +62%
LWAC
163
Laurel Wealth Advisors (California)
California
$417K -$9.84K -680 -2%
USAA
164
United Services Automobile Association
Texas
$405K +$436K +30,110 New
VIA
165
Vident Investment Advisory
Georgia
$385K +$17.7K +1,221 +4%
BAM
166
Belpointe Asset Management
Nevada
$378K -$16.5K -1,141 -4%
BONST
167
Bank of Nova Scotia Trust
Ontario, Canada
$377K -$347 -24 -0.1%
XT
168
XTX Topco
Cayman Islands
$377K +$406K +28,047 New
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$362K
VPIM
170
Vanguard Personalized Indexing Management
California
$355K +$521 +36 +0.1%
KWMG
171
King Wealth Management Group
Florida
$336K
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$335K
MGP
173
Metis Global Partners
California
$333K +$2.92K +202 +0.8%
PF
174
Phoenix Financial
Israel
$330K -$29.3K -2,023 -8%
LPL Financial
175
LPL Financial
California
$312K +$71.5K +4,943 +27%