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Algonquin Power & Utilities

237 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.8% more ownership

Funds ownership: 52.87%53.67% (+0.8%)

6% less capital invested

Capital invested by funds: $2.38B → $2.25B (-$134M)

8% less funds holding

Funds holding: 257237 (-20)

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $160M

Holders
237
Holders Change
-20
Holders Change %
-7.78%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
84
Closed
53
Calls
$18.2M
Puts
$160M
Net Calls
-$141M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
151
Axa
France
$177K -$9.68K -1,702 -5%
ISL
152
Ingalls & Snyder LLC
New York
$153K -$1.14K -200 -0.7%
AWS
153
Atria Wealth Solutions
New York
$151K +$21K +3,686 +15%
PWP
154
Pursue Wealth Partners
California
$142K
RJFSA
155
Raymond James Financial Services Advisors
Florida
$141K +$39.7K +6,988 +37%
Simplex Trading
156
Simplex Trading
Illinois
$139K +$145K +25,532 New
Mariner
157
Mariner
Kansas
$133K -$14.5K -2,548 -9%
JIC
158
Johnson Investment Counsel
Ohio
$131K +$136K +24,000 New
EAM
159
Everstar Asset Management
North Carolina
$127K +$132K +23,254 New
Squarepoint
160
Squarepoint
New York
$127K -$190K -33,339 -59%
KC
161
Kepos Capital
New York
$122K +$10.2K +1,794 +9%
BL
162
BFSG LLC
California
$119K +$124K +21,830 New
IF
163
Intrua Financial
Texas
$110K -$10.4K -1,826 -8%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$104K -$1.89M -332,005 -95%
BRWA
165
B. Riley Wealth Advisors
Florida
$104K -$27.6K -4,862 -20%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$97.8K -$2.62M -460,658 -96%
PAG
167
Private Advisor Group
New Jersey
$96.8K +$12.5K +2,201 +14%
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$96.1K +$99.9K +17,569 New
FTDI
169
First Trust Direct Indexing
Massachusetts
$94.7K -$22.2K -3,906 -18%
SI
170
Stephens Inc
Arkansas
$92.7K -$15.6K -2,752 -14%
WFI
171
West Family Investments
California
$89.3K +$608 +107 +0.7%
EH
172
Equitable Holdings
New York
$82.2K +$11 +2 +0%
SAA
173
Southeast Asset Advisors
Georgia
$81.8K
PCM
174
Prelude Capital Management
New York
$79.6K -$45.4K -7,983 -35%
Nomura Holdings
175
Nomura Holdings
Japan
$79K -$158K -27,870 -66%

AQN Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2024, worth a combined $2.25B — down 5.6% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AQN and 35 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Fidelity International, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $50.6M.

  • 237 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2024, down from 257 in Q2 2024.
  • Funds reported $2.25B of Algonquin Power & Utilities stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2024 and 53 closed out, a net change of -18 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2024 was Fidelity International, an estimated $62.7M added.
  • The largest Algonquin Power & Utilities seller in Q3 2024 was Goldman Sachs, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.