AQN icon

Algonquin Power & Utilities
AQN

Overview Fund Activity

260 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-14
Holders Change %
-5.11%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
92
Reduced
91
Closed
52
Calls
$15.2M
Puts
$17.2M
Net Calls
-$2M
Net Calls Change
+$17.4M

Top Buyers

1
SV
Starboard Value
New York
+$144M
2
Fidelity International
Fidelity International
Bermuda
+$21.7M
3
SC
Sasco Capital
Connecticut
+$18.2M
4
CM
Corvex Management
New York
+$13.1M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
CCPM
Cooper Creek Partners Management
New York
-$35.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.3M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$14.3M
5
JFG
Jefferies Financial Group
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
151
APG Asset Management
Netherlands
$244K – – –
ECM
152
ExodusPoint Capital Management
New York
$240K -$124K -20,867 -34%
VA
153
Vident Advisory
Georgia
$240K +$240K +40,349 New
Marshall Wace
154
Marshall Wace
United Kingdom
$239K +$239K +40,382 New
BONST
155
Bank of Nova Scotia Trust
Ontario, Canada
$235K +$81.8K +13,820 +54%
CPRC
156
Consolidated Portfolio Review Corp
New York
$224K +$53.5K +9,037 +31%
MGP
157
Metis Global Partners
California
$213K +$3.37K +570 +2%
Cerity Partners
158
Cerity Partners
New York
$211K -$51.5K -8,694 -20%
GCIA
159
Gabelli & Co Investment Advisers
New York
$211K +$211K +35,600 New
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$200K -$60.9K -10,247 -23%
AIM
161
Aigen Investment Management
New York
$200K +$200K +33,761 New
IWC
162
Integrated Wealth Concepts
Massachusetts
$198K +$592 +100 +0.3%
DTL
163
Dynamic Technology Lab
Singapore
$198K +$198K +33,373 New
IF
164
Intrua Financial
Texas
$192K -$18.8K -3,169 -9%
C
165
Covestor
United Kingdom
$180K +$40.4K +6,837 +29%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$171K -$51.4K -8,682 -23%
Creative Planning
167
Creative Planning
Kansas
$167K -$320K -53,987 -66%
Vontobel Holding
168
Vontobel Holding
Switzerland
$165K – – –
PF
169
Phoenix Financial
Israel
$158K +$158K +26,023 New
PI
170
PFG Investments
New York
$157K – – –
SPIA
171
Steward Partners Investment Advisory
New York
$155K +$83.6K +14,125 +116%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$153K +$48.2K +8,107 +46%
Group One Trading
173
Group One Trading
Illinois
$153K -$980K -165,464 -87%
KWMG
174
King Wealth Management Group
Florida
$148K – – –
TMAM
175
Tokio Marine Asset Management
Japan
$131K +$131K +22,100 New
5 6
7
8 9