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Algonquin Power & Utilities
AQN

236 hedge funds and large institutions have $3.96B invested in Algonquin Power & Utilities in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 234 → 236 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.68% less ownership

Funds ownership: 45.23% → 42.55% (-2.7%)

6% less capital invested

Capital invested by funds: $4.22B → $3.96B (-$262M)

25% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.96M

Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
100
Reduced
73
Closed
22
Calls
$1.47M
Puts
$1.96M
Net Calls
-$496K
Net Calls Change
-$111M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$20.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$14.8M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$88.3M
2
MSC
MUFG Securities (Canada)
New York
-$38.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$36.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
201
AGF Investments LLC
Ontario, Canada
$45K +$11.9K +773 +33%
FPS
202
Fieldpoint Private Securities
Connecticut
$41K +$62 +4 +0.1%
Schroder Investment Management Group
203
Schroder Investment Management Group
United Kingdom
$39K +$32.7K +2,120 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$33K +$17K +1,102 +93%
Macquarie Group
205
Macquarie Group
Australia
$32K – – –
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$27K +$28.8K +1,869 New
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$26K – – –
SFFS
208
Stonehage Fleming Financial Services
Jersey
$23K – – –
PP
209
Pacifica Partners
Canada
$23K +$6.42K +416 +38%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$22K +$23.1K +1,496 +49,867%
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$22K +$23.1K +1,500 New
Group One Trading
212
Group One Trading
Illinois
$21K +$4.63K +300 +27%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$19K +$817 +53 +4%
US Bancorp
214
US Bancorp
Minnesota
$18K +$1.09K +71 +6%
WT
215
Washington Trust
Rhode Island
$18K +$18.5K +1,200 New
GWM
216
Geneos Wealth Management
Colorado
$17K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
BlackRock
218
BlackRock
New York
$12K +$12.1K +786 New
TCM
219
TD Capital Management
Tennessee
$9K – – –
MCM
220
MV Capital Management
Maryland
$9K +$9.25K +600 New
VNA
221
Valley National Advisers
Pennsylvania
$8K – – –
CCMIC
222
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7K -$4.8K -311 -38%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$7K -$200 -13 -3%
NFG
224
Next Financial Group
Texas
$7K +$4.76K +309 +216%
AAP
225
Arax Advisory Partners
Colorado
$6K – – –
7 8
9
10 11

AQN Hedge Fund Activity: Q3 2021 in Review

236 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2021, worth a combined $3.96B — down 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AQN positions and 22 closed out — a net gain of 6 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $20.9M. The largest seller was Toronto Dominion Bank, cutting an estimated $88.3M.

  • 236 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $3.96B of Algonquin Power & Utilities stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Algonquin Power & Utilities positions in Q3 2021 and 22 closed out, a net change of +6 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $20.9M added.
  • The largest Algonquin Power & Utilities seller in Q3 2021 was Toronto Dominion Bank, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2021.