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Algonquin Power & Utilities

276 hedge funds and large institutions have $3.13B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% more capital invested

Capital invested by funds: $3.1B → $3.13B (+$30.1M)

0.84% more ownership

Funds ownership: 53.47%54.32% (+0.84%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 278276 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $40.8M

Holders
276
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
45
Increased
93
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PEAK6 Investments
Illinois
$208K +$214K +25,170 New
KWMG
177
King Wealth Management Group
Florida
$207K
C
178
Covestor
United Kingdom
$195K +$188K +22,067 +1,421%
LCS
179
Levin Capital Strategies
New York
$194K +$200K +23,500 New
QCG
180
Quadrant Capital Group
Ohio
$192K +$8.91K +1,049 +5%
LIP
181
Lighthouse Investment Partners
Florida
$178K -$3.35M -394,426 -95%
ECM
182
Evergreen Capital Management
Washington
$177K +$14.1K +1,662 +9%
QT
183
Quantbot Technologies
New York
$170K +$175K +20,545 New
SIA
184
Schechter Investment Advisors
Michigan
$167K +$5.66K +666 +3%
FIA
185
Foundations Investment Advisors
Arizona
$167K +$66.5K +7,821 +63%
BCI
186
Brinker Capital Investments
Pennsylvania
$165K +$20.7K +2,439 +14%
OPS
187
Orion Portfolio Solutions
Nebraska
$165K +$20.7K +2,439 +14%
HPG
188
Harvest Portfolios Group
Ontario, Canada
$162K
JF
189
Jump Financial
Illinois
$157K +$162K +19,060 New
Wolverine Trading
190
Wolverine Trading
Illinois
$152K +$155K +18,248 New
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$150K
CAM
192
Cresset Asset Management
Illinois
$149K +$151K +17,803 New
V
193
Veritable
Delaware
$147K -$35K -4,121 -19%
NA
194
NewEdge Advisors
Louisiana
$147K +$151K +17,740 New
SW
195
SVB Wealth
Massachusetts
$146K +$663 +78 +0.4%
JMPWA
196
JP Morgan Private Wealth Advisors
California
$146K +$42 +5 +0%
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$145K -$30.9K -3,636 -17%
EWA
198
EverSource Wealth Advisors
Alabama
$142K +$31.2K +3,670 +27%
TCM
199
Triumph Capital Management
Colorado
$139K -$59.8K -7,042 -30%
BC
200
Burney Company
Virginia
$137K -$46.1K -5,422 -25%