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Algonquin Power & Utilities
AQN

236 hedge funds and large institutions have $3.96B invested in Algonquin Power & Utilities in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 234 → 236 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.68% less ownership

Funds ownership: 45.23% → 42.55% (-2.7%)

6% less capital invested

Capital invested by funds: $4.22B → $3.96B (-$262M)

25% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.96M

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
100
Reduced
73
Closed
22
Calls
$1.47M
Puts
$1.96M
Net Calls
-$496K
Net Calls Change
-$111M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$88.3M
2
MSC
MUFG Securities (Canada)
New York
-$38.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
176
Bridgefront Capital
Texas
$228K -$260K -16,883 -52%
SPIA
177
Steward Partners Investment Advisory
New York
$228K +$146K +9,439 +153%
SOAMC
178
Spirit of America Management Corp
New York
$227K – – –
CM
179
Capula Management
Cayman Islands
$225K +$237K +15,344 New
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$223K +$432 +28 +0.2%
SWM
181
Stockman Wealth Management
Montana
$220K – – –
RJT
182
Raymond James Trust
Florida
$216K – – –
CG
183
Colony Group
Massachusetts
$199K +$47K +3,048 +29%
LPL Financial
184
LPL Financial
California
$180K +$190K +12,305 New
BONST
185
Bank of Nova Scotia Trust
Ontario, Canada
$176K +$3.18K +206 +2%
Comerica Bank
186
Comerica Bank
Texas
$175K -$2.3K -149 -1%
FNBT
187
FineMark National Bank & Trust
Florida
$169K – – –
PAG
188
Private Advisor Group
New Jersey
$162K +$170K +11,052 New
EM
189
Excalibur Management
Massachusetts
$160K +$168K +10,900 New
RIG
190
Roosevelt Investment Group
New York
$155K – – –
RFC
191
Regions Financial Corp
Alabama
$149K -$987 -64 -0.6%
KC
192
Kepos Capital
New York
$146K -$19K -1,231 -11%
TRCT
193
Tower Research Capital (TRC)
New York
$110K +$106K +6,854 +1,038%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$84K – – –
TF
195
Tompkins Financial
New York
$84K +$87.9K +5,700 New
Mitsubishi UFJ Trust & Banking
196
Mitsubishi UFJ Trust & Banking
Japan
$82K -$1.54K -100 -3%
SWM
197
Spire Wealth Management
Virginia
$82K – – –
CQS
198
Credential Qtrade Securities
$81.7K -$63.1K -4,094 -42%
CFGS
199
Concourse Financial Group Securities
Alabama
$76K +$10.4K +675 +15%
VanEck Associates
200
VanEck Associates
New York
$49K -$2.59K -168 -5%
6 7
8
9 10

AQN Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2021, worth a combined $3.96B — down 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AQN positions and 22 closed out — a net gain of 6 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $20.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $88.3M.

  • 236 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $3.96B of Algonquin Power & Utilities stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Algonquin Power & Utilities positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $20.9M added.
  • The largest Algonquin Power & Utilities seller in Q3 2021 was Toronto Dominion Bank, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2021.