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Algonquin Power & Utilities

237 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.8% more ownership

Funds ownership: 52.87%53.67% (+0.8%)

6% less capital invested

Capital invested by funds: $2.38B → $2.25B (-$134M)

8% less funds holding

Funds holding: 257237 (-20)

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $160M

Holders
237
Holders Change
-20
Holders Change %
-7.78%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
84
Closed
53
Calls
$18.2M
Puts
$160M
Net Calls
-$141M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$78.7K
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$77.2K -$68.9K -12,128 -46%
FIA
178
Foundations Investment Advisors
Arizona
$75K +$7.67K +1,349 +11%
HPG
179
Harvest Portfolios Group
Ontario, Canada
$73.2K
RJT
180
Raymond James Trust
Florida
$72.7K +$19K +3,343 +33%
PI
181
PFG Investments
New York
$72.1K -$56.5K -9,943 -43%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$72K -$162K -28,448 -68%
TMAM
183
Tokio Marine Asset Management
Japan
$68.7K -$13.6K -2,400 -16%
QCG
184
Quadrant Capital Group
Ohio
$68.3K +$1.46K +257 +2%
AHL
185
Abel Hall LLC
Louisiana
$65.4K
DWA
186
Douglass Winthrop Advisors
New York
$65.4K
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$64.3K -$14.6K -2,563 -18%
EWA
188
EverSource Wealth Advisors
Alabama
$62.7K -$97.8K -17,203 -60%
VCA
189
Verdence Capital Advisors
Maryland
$61.2K +$63.8K +11,229 New
DR
190
Davis Rea
Ontario, Canada
$60.5K
Walleye Capital
191
Walleye Capital
New York
$59K +$61.5K +10,818 New
Capstone Investment Advisors
192
Capstone Investment Advisors
New York
$58.4K +$60.8K +10,690 New
Cerity Partners
193
Cerity Partners
New York
$56.4K -$19.6K -3,442 -25%
CA
194
Claro Advisors
Massachusetts
$55.2K -$1.78K -313 -3%
VV
195
Verity & Verity
South Carolina
$54.5K
CPBTD
196
Central Pacific Bank - Trust Division
Hawaii
$54.5K +$56.8K +10,000 New
PCS
197
Personal CFO Solutions
New Jersey
$54.5K +$56.8K +10,000 New
TC
198
Tacita Capital
Ontario, Canada
$47.9K
Osaic Holdings
199
Osaic Holdings
Arizona
$47.6K +$2.33K +409 +5%
US Bancorp
200
US Bancorp
Minnesota
$40.9K -$30.7K -5,407 -42%

AQN Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2024, worth a combined $2.25B — down 5.6% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AQN and 35 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Fidelity International, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $50.6M.

  • 237 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2024, down from 257 in Q2 2024.
  • Funds reported $2.25B of Algonquin Power & Utilities stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2024 and 53 closed out, a net change of -18 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2024 was Fidelity International, an estimated $62.7M added.
  • The largest Algonquin Power & Utilities seller in Q3 2024 was Goldman Sachs, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.