AQN icon

Algonquin Power & Utilities
AQN

Overview Fund Activity

253 hedge funds and large institutions have $2.41B invested in Algonquin Power & Utilities in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
90
Reduced
87
Closed
52
Calls
$5.62M
Puts
$19.4M
Net Calls
-$13.7M
Net Calls Change
-$11.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$86.8M
2
Fidelity International
Fidelity International
Bermuda
+$66.5M
3
Morgan Stanley
Morgan Stanley
New York
+$29.6M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$26.4M
5
PCM
Philosophy Capital Management
California
+$23.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
2
Norges Bank
Norges Bank
Norway
-$65M
3
CM
Corvex Management
New York
-$59.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.5M
5
CVA
Ceredex Value Advisors
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
176
Kepos Capital
New York
$144K -$9.22M -1,496,238 -98%
EWA
177
EverSource Wealth Advisors
Alabama
$137K +$12.5K +1,972 +10%
TMAM
178
Tokio Marine Asset Management
Japan
$131K -$8.22K -1,300 -6%
GHAM
179
Gilman Hill Asset Management
Connecticut
$125K +$30K +4,750 +32%
MFS
180
Mirabella Financial Services
United Kingdom
$124K +$124K +19,723 New
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$124K +$124K +19,614 New
KWA
182
Kingswood Wealth Advisors
California
$119K +$43.8K +6,937 +58%
ECM
183
Evergreen Capital Management
Washington
$119K +$119K +18,443 New
GAM
184
Gotham Asset Management
New York
$111K +$12.2K +1,937 +12%
SI
185
Stephens Inc
Arkansas
$101K +$101K +16,000 New
VI
186
Versor Investments
New York
$101K -$36K -5,700 -26%
EFL
187
ERn Financial LLC
Wisconsin
$97.1K -$7.94K -1,335 -8%
Cerity Partners
188
Cerity Partners
New York
$97K -$128K -20,268 -57%
QCG
189
Quadrant Capital Group
Ohio
$96.5K +$79K +12,447 +451%
BAM
190
Belpointe Asset Management
Nevada
$93.8K – – –
AQR Capital Management
191
AQR Capital Management
Connecticut
$91.7K +$480 +76 +0.5%
VPI
192
Value Partners Investments
Manitoba, Canada
$87.9K +$11.2K +1,769 +15%
TCM
193
Triumph Capital Management
Colorado
$85K -$36.7K -5,713 -30%
HPG
194
Harvest Portfolios Group
Ontario, Canada
$84.5K -$18.9K -3,000 -18%
CI
195
Cigna Investments
Connecticut
$84K – – –
CRI
196
Colonial River Investments
Virginia
$80.1K -$4.39K -695 -5%
US Bancorp
197
US Bancorp
Minnesota
$79.9K -$46.4K -7,342 -37%
FIA
198
Foundations Investment Advisors
Arizona
$78.5K -$302K -49,835 -79%
CAM
199
Cresset Asset Management
Illinois
$75K +$75K +11,662 New
PCM
200
Prelude Capital Management
New York
$73.1K +$73.1K +11,570 New
6 7
8
9 10