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Algonquin Power & Utilities
AQN

Overview Fund Activity

274 hedge funds and large institutions have $3.12B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 45 closing their positions.

Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
44
Increased
92
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
1
Starboard Value
New York
$282M
2
Bank of America
2
Bank of America
North Carolina
$196M
3
Fidelity International
3
Fidelity International
Bermuda
$61.8M
4
Aviva
4
Aviva
United Kingdom
$14.3M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$176M
3
SC
3
Samlyn Capital
New York
$0
4
CM
4
Corvex Management
New York
$67.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
C
176
Covestor
United Kingdom
$195K 23,620 +22,067 +1,421%
LCS
177
Levin Capital Strategies
New York
$194K 23,500 +23,500 New
QCG
178
Quadrant Capital Group
Ohio
$192K 23,212 +1,049 +5%
LIP
179
Lighthouse Investment Partners
Florida
$178K 21,550 -394,426 -95%
ECM
180
Evergreen Capital Management
Washington
$177K 21,173 +1,662 +9%
QT
181
Quantbot Technologies
New York
$170K 20,545 +20,545 New
SIA
182
Schechter Investment Advisors
Michigan
$167K 20,223 +666 +3%
FIA
183
Foundations Investment Advisors
Arizona
$167K 20,171 +7,821 +63%
OPS
184
Orion Portfolio Solutions
Nebraska
$165K 19,916 +2,439 +14%
BCI
185
Brinker Capital Investments
Pennsylvania
$165K 19,916 +2,439 +14%
HPG
186
Harvest Portfolios Group
Ontario, Canada
$162K 19,600 – –
JF
187
Jump Financial
Illinois
$157K 19,060 +19,060 New
Wolverine Trading
188
Wolverine Trading
Illinois
$152K 18,248 +18,248 New
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$150K 18,200 – –
CAM
190
Cresset Asset Management
Illinois
$149K 17,803 +17,803 New
V
191
Veritable
Delaware
$147K 17,750 -4,121 -19%
NA
192
NewEdge Advisors
Louisiana
$147K 17,740 +17,740 New
SW
193
SVB Wealth
Massachusetts
$146K 17,692 +78 +0.4%
JPMPWA
194
J.P. Morgan Private Wealth Advisors
California
$146K 17,581 +5 +0%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$145K 17,510 -3,636 -17%
EWA
196
EverSource Wealth Advisors
Alabama
$142K 17,156 +3,670 +27%
TCM
197
Triumph Capital Management
Colorado
$139K 16,617 -7,042 -30%
BC
198
Burney Company
Virginia
$137K 16,608 -5,422 -25%
EL
199
EWA LLC
Pennsylvania
$131K 15,840 +820 +5%
DWM
200
Dorchester Wealth Management
Quebec, Canada
$128K 15,511 -22,018 -59%
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