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Algonquin Power & Utilities

249 hedge funds and large institutions have $4.23B invested in Algonquin Power & Utilities in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $5.73M

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $3.86B → $4.23B (+$369M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0.45% more ownership

Funds ownership: 39.66%40.11% (+0.45%)

0% more funds holding

Funds holding: 248249 (+1)

Holders
249
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.93%
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
70
Closed
36
Calls
$21.4M
Puts
$5.73M
Net Calls
+$15.7M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$303K -$21.6K -1,500 -7%
CA
177
Corrado Advisors
New Jersey
$300K
LPL Financial
178
LPL Financial
California
$284K +$112K +7,747 +73%
Principal Financial Group
179
Principal Financial Group
Iowa
$278K +$258K +17,901 New
WP
180
WealthSource Partners
California
$278K +$258K +17,903 New
JMPWA
181
JP Morgan Private Wealth Advisors
California
$271K +$72 +5 +0%
American Century Companies
182
American Century Companies
Missouri
$261K
JWM
183
Jeppson Wealth Management
California
$260K
PCS
184
Personal CFO Solutions
New Jersey
$260K +$10.9K +757 +5%
PAG
185
Private Advisor Group
New Jersey
$250K +$232K +16,082 New
Wolverine Trading
186
Wolverine Trading
Illinois
$247K +$230K +15,955 New
DTL
187
Dynamic Technology Lab
Singapore
$245K +$227K +15,758 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$240K -$133K -9,205 -37%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$234K +$196K +13,589 +907%
SWM
190
Stockman Wealth Management
Montana
$233K
SW
191
SVB Wealth
Massachusetts
$232K +$216K +14,979 New
CRI
192
Colonial River Investments
Virginia
$218K -$17.7K -1,225 -8%
CA
193
Claro Advisors
Massachusetts
$216K
SOAMC
194
Spirit of America Management Corp
New York
$210K
Ameriprise
195
Ameriprise
Minnesota
$197K -$361K -25,013 -64%
RJT
196
Raymond James Trust
Florida
$197K +$20.9K +1,450 +13%
Comerica Bank
197
Comerica Bank
Texas
$191K -$9.23K -640 -5%
CI
198
Cigna Investments
Connecticut
$191K +$177K +12,291 New
CG
199
Colony Group
Massachusetts
$186K -$9.36K -649 -5%
EM
200
Excalibur Management
Massachusetts
$180K +$1.44K +100 +0.9%