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Algonquin Power & Utilities

248 hedge funds and large institutions have $3.86B invested in Algonquin Power & Utilities in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

35% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $6.66M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

5% more funds holding

Funds holding: 236248 (+12)

2% less capital invested

Capital invested by funds: $3.96B → $3.86B (-$98.3M)

2.89% less ownership

Funds ownership: 42.55%39.66% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
99
Reduced
78
Closed
25
Calls
$8.98M
Puts
$6.66M
Net Calls
+$2.32M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
176
RhumbLine Advisers
Massachusetts
$220K -$401 -28 -0.2%
CRI
177
Colonial River Investments
Virginia
$220K +$218K +15,250 New
SWM
178
Stockman Wealth Management
Montana
$217K
CA
179
Claro Advisors
Massachusetts
$216K -$35.6K -2,490 -14%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$204K -$41.2K -2,881 -17%
AIM
181
Aigen Investment Management
New York
$201K +$210K +14,655 New
SOAMC
182
Spirit of America Management Corp
New York
$195K -$28.6K -2,000 -13%
PTC
183
Petrus Trust Company
Texas
$195K +$193K +13,502 New
DR
184
Davis Rea
Ontario, Canada
$183K -$345K -24,131 -66%
BC
185
Bridgefront Capital
Texas
$182K -$41.9K -2,929 -19%
CG
186
Colony Group
Massachusetts
$182K -$13.1K -912 -7%
Comerica Bank
187
Comerica Bank
Texas
$174K +$16.2K +1,132 +10%
EM
188
Excalibur Management
Massachusetts
$166K +$8.16K +570 +5%
RIG
189
Roosevelt Investment Group
New York
$166K +$13.2K +924 +9%
RJT
190
Raymond James Trust
Florida
$162K -$50.4K -3,524 -24%
BCM
191
Bayesian Capital Management
New York
$156K +$155K +10,800 New
Citadel Advisors
192
Citadel Advisors
Florida
$153K -$597K -41,722 -80%
LPL Financial
193
LPL Financial
California
$153K -$24.9K -1,739 -14%
RFC
194
Regions Financial Corp
Alabama
$148K +$759 +53 +0.5%
MF
195
Magnetar Financial
Illinois
$147K +$146K +10,180 New
ACM
196
Aquatic Capital Management
Illinois
$114K +$113K +7,900 New
CI Investments Inc
197
CI Investments Inc
Ontario, Canada
$108K +$85.9K +6,000 +400%
Skandinaviska Enskilda Banken (SEB)
198
Skandinaviska Enskilda Banken (SEB)
Sweden
$94K +$66.2K +4,623 +247%
KC
199
Kepos Capital
New York
$89K -$51.9K -3,627 -37%
Mitsubishi UFJ Trust & Banking
200
Mitsubishi UFJ Trust & Banking
Japan
$88K +$4.29K +300 +9%