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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.68B invested in Algonquin Power & Utilities in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

132,108% more call options, than puts

Call options by funds: $247M | Put options by funds: $187K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

11% more capital invested

Capital invested by funds: $4.21B → $4.68B (+$466M)

9% more funds holding

Funds holding: 211230 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.03% less ownership

Funds ownership: 47.99%46.96% (-1%)

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
88
Reduced
72
Closed
17
Calls
$247M
Puts
$187K
Net Calls
+$247M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$36K
FPS
202
Fieldpoint Private Securities
Connecticut
$35K +$33.3K +2,111 New
AF
203
Advisornet Financial
Minnesota
$25K +$1.97K +125 +9%
AIL
204
AGF Investments LLC
Ontario, Canada
$25K +$23.9K +1,516 New
PFO
205
Pathstone Family Office
New Jersey
$23K
WEC
206
Winslow Evans & Crocker
Massachusetts
$22K
AWA
207
Arkadios Wealth Advisors
Georgia
$20K -$961 -61 -5%
IAIM
208
International Assets Investment Management
Florida
$16K +$15.8K +1,000 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$15K +$13.2K +839 +999%
PP
210
Pacifica Partners
Canada
$14K
US Bancorp
211
US Bancorp
Minnesota
$14K +$11K +699 +463%
HS
212
Horan Securities
United States
$11K -$4.89K -310 -32%
GWM
213
Geneos Wealth Management
Colorado
$11K +$11.2K +711 New
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$10K +$1.58K +100 +20%
ST
215
Smithfield Trust
Pennsylvania
$9K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$7K
RIA
217
RPG Investment Advisory
California
$7K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$5K
CCMIC
219
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$5K +$2.05K +130 +73%
CG
221
Cutler Group
California
$4K +$4.73K +300 New
EARNEST Partners
222
EARNEST Partners
Georgia
$3K
CTC
223
Central Trust Company
Missouri
$3K +$3.15K +200 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.34K +212 New
FI
225
Fosun International
China
$2.18K

AQN Hedge Fund Activity: Q4 2020 in Review

230 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2020, worth a combined $4.68B — up 11% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AQN positions and 17 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $75.9M. The largest seller was Credit Suisse, cutting an estimated $89.4M.

  • 230 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $4.68B of Algonquin Power & Utilities stock for Q4 2020, up 11% quarter-over-quarter.
  • 39 funds opened new Algonquin Power & Utilities positions in Q4 2020 and 17 closed out, a net change of +22 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2020 was Toronto Dominion Bank, an estimated $75.9M added.
  • The largest Algonquin Power & Utilities seller in Q4 2020 was Credit Suisse, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2020.