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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.5B invested in Algonquin Power & Utilities in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,937% more call options, than puts

Call options by funds: $238M | Put options by funds: $1.03M

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

0% more funds holding

Funds holding: 230230 (0)

0.33% less ownership

Funds ownership: 46.96%46.63% (-0.33%)

4% less capital invested

Capital invested by funds: $4.68B → $4.5B (-$178M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
101
Reduced
67
Closed
20
Calls
$238M
Puts
$1.03M
Net Calls
+$237M
Net Calls Change
-$9.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
176
Morris Capital Advisors
Pennsylvania
$249K
SOAMC
177
Spirit of America Management Corp
New York
$246K
PCS
178
Personal CFO Solutions
New Jersey
$242K +$13.4K +812 +6%
PF
179
Phoenix Financial
Israel
$242K +$26.8K +1,624 +12%
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$241K +$26.7K +1,616 +12%
SWM
181
Stockman Wealth Management
Montana
$238K
WS
182
Wedbush Securities
California
$227K +$38.3K +2,322 +19%
SWM
183
SeaCrest Wealth Management
New York
$216K
CG
184
Colony Group
Massachusetts
$203K -$16.3K -989 -7%
N
185
Natixis
France
$203K +$211K +12,810 New
Comerica Bank
186
Comerica Bank
Texas
$198K -$8.33K -505 -4%
DR
187
Davis Rea
Ontario, Canada
$197K +$33 +2 +0%
SEI Investments
188
SEI Investments
Pennsylvania
$193K
BONST
189
Bank of Nova Scotia Trust
Ontario, Canada
$184K +$22K +1,332 +13%
FNBT
190
FineMark National Bank & Trust
Florida
$183K +$17.1K +1,035 +10%
HIM
191
Hillsdale Investment Management
Ontario, Canada
$172K -$361K -21,860 -67%
RFC
192
Regions Financial Corp
Alabama
$171K -$1.62K -98 -0.9%
SPIA
193
Steward Partners Investment Advisory
New York
$139K +$26.7K +1,615 +23%
CQS
194
Credential Qtrade Securities
$127K
GIBU
195
Gulf International Bank (UK)
United Kingdom
$91K -$29.7K -1,800 -24%
Simplex Trading
196
Simplex Trading
Illinois
$88K +$91.8K +5,560 New
TF
197
Tompkins Financial
New York
$74K +$23.1K +1,400 +42%
CFGS
198
Concourse Financial Group Securities
Alabama
$68K -$2.89K -175 -4%
SWM
199
Spire Wealth Management
Virginia
$65K +$103K +6,257 New
APA
200
American Portfolios Advisors
New York
$63.4K +$66K +4,000 New