AQN icon

Algonquin Power & Utilities
AQN

Overview Fund Activity

248 hedge funds and large institutions have $4.22B invested in Algonquin Power & Utilities in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
98
Reduced
69
Closed
36
Calls
$21.4M
Puts
$5.73M
Net Calls
+$15.7M
Net Calls Change
+$13.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$24.5M
2
Goldman Sachs
Goldman Sachs
New York
+$21.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.5M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$16.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.8M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.4M
2
KACA
Kayne Anderson Capital Advisors
California
-$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.9M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Corrado Advisors
New Jersey
$300K – – –
LPL Financial
177
LPL Financial
California
$284K +$120K +7,747 +73%
Principal Financial Group
178
Principal Financial Group
Iowa
$278K +$278K +17,901 New
WP
179
WealthSource Partners
California
$278K +$278K +17,903 New
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$271K +$78 +5 +0%
American Century Companies
181
American Century Companies
Missouri
$261K – – –
JWM
182
Jeppson Wealth Management
California
$260K – – –
PCS
183
Personal CFO Solutions
New Jersey
$260K +$11.7K +757 +5%
PAG
184
Private Advisor Group
New Jersey
$250K +$250K +16,082 New
Wolverine Trading
185
Wolverine Trading
Illinois
$247K +$247K +15,955 New
DTL
186
Dynamic Technology Lab
Singapore
$245K +$245K +15,758 New
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$240K -$143K -9,205 -37%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$234K +$211K +13,589 +907%
SWM
189
Stockman Wealth Management
Montana
$233K – – –
SW
190
SVB Wealth
Massachusetts
$232K +$232K +14,979 New
CRI
191
Colonial River Investments
Virginia
$218K -$19K -1,225 -8%
CA
192
Claro Advisors
Massachusetts
$216K – – –
SOAMC
193
Spirit of America Management Corp
New York
$210K – – –
Ameriprise
194
Ameriprise
Minnesota
$197K -$356K -25,013 -64%
RJT
195
Raymond James Trust
Florida
$197K +$22.5K +1,450 +13%
Comerica Bank
196
Comerica Bank
Texas
$191K -$10.1K -640 -5%
CI
197
Cigna Investments
Connecticut
$191K +$191K +12,291 New
CG
198
Colony Group
Massachusetts
$186K -$10.1K -649 -5%
EM
199
Excalibur Management
Massachusetts
$180K +$1.56K +100 +0.9%
RIG
200
Roosevelt Investment Group
New York
$178K – – –
6 7
8
9 10