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Algonquin Power & Utilities

225 hedge funds and large institutions have $1.9B invested in Algonquin Power & Utilities in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.92% more ownership

Funds ownership: 53.67%55.59% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

5% less funds holding

Funds holding: 237225 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less capital invested

Capital invested by funds: $2.25B → $1.9B (-$354M)

Holders
225
Holders Change
-12
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
80
Reduced
81
Closed
46
Calls
$21.9M
Puts
$4.08M
Net Calls
+$17.8M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
Kingswood Wealth Advisors
California
$106K +$115K +23,855 New
NI
152
Natural Investments
California
$106K +$116K +23,954 New
JGUA
153
John G. Ullman & Associates
New York
$102K -$1.04M -215,229 -90%
ISL
154
Ingalls & Snyder LLC
New York
$98K -$28.5K -5,900 -21%
Amundi
155
Amundi
France
$88.6K -$124K -25,675 -56%
DWAM
156
Duncan Williams Asset Management
Tennessee
$88.1K +$95.6K +19,800 New
TPM
157
Triasima Portfolio Management
Quebec, Canada
$87.4K -$2.5M -519,000 -96%
BRWA
158
B. Riley Wealth Advisors
Florida
$83.1K -$4.03K -835 -4%
Fiera Capital (Canada)
159
Fiera Capital (Canada)
Quebec, Canada
$80.9K +$3.22K +668 +4%
TRCT
160
Tower Research Capital (TRC)
New York
$79.4K -$114K -23,623 -57%
IA
161
Integrity Alliance
Iowa
$78.2K +$84.8K +17,576 New
QCG
162
Quadrant Capital Group
Ohio
$78.1K +$24.4K +5,060 +40%
BAM
163
Belpointe Asset Management
Nevada
$78.1K
IF
164
Intrua Financial
Texas
$76.3K -$14.6K -3,021 -15%
EH
165
Equitable Holdings
New York
$75.9K +$9.56K +1,981 +13%
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$75.7K +$30.7K +6,370 +60%
SWM
167
Spire Wealth Management
Virginia
$75.7K +$49.2K +10,190 +150%
Mariner
168
Mariner
Kansas
$74.1K -$37K -7,664 -32%
PAG
169
Private Advisor Group
New Jersey
$71.1K -$8.66K -1,795 -10%
SI
170
Stephens Inc
Arkansas
$66.8K -$9.67K -2,003 -12%
SAA
171
Southeast Asset Advisors
Georgia
$66.8K
Simplex Trading
172
Simplex Trading
Illinois
$64K -$53.2K -11,024 -43%
BP
173
Ballentine Partners
Massachusetts
$63K +$68.3K +14,150 New
1832 Asset Management
174
1832 Asset Management
Ontario, Canada
$62.9K -$29.8M -6,182,414 -100%
FIA
175
Foundations Investment Advisors
Arizona
$59.9K -$1.4K -289 -2%