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Algonquin Power & Utilities

266 hedge funds and large institutions have $3.34B invested in Algonquin Power & Utilities in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $6.15M

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 77

7% more funds holding

Funds holding: 249266 (+17)

2.23% more ownership

Funds ownership: 40.11%42.34% (+2.2%)

21% less capital invested

Capital invested by funds: $4.23B → $3.34B (-$890M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+17
Holders Change %
+6.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
107
Reduced
77
Closed
17
Calls
$25.4M
Puts
$6.15M
Net Calls
+$19.2M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
201
Colonial River Investments
Virginia
$178K -$10.7K -740 -5%
CP
202
Covenant Partners
Tennessee
$173K +$187K +12,909 New
CA
203
Claro Advisors
Massachusetts
$171K -$32K -2,210 -15%
FTDI
204
First Trust Direct Indexing
Massachusetts
$171K +$18.4K +1,268 +11%
RJT
205
Raymond James Trust
Florida
$170K
TRCT
206
Tower Research Capital (TRC)
New York
$168K -$575K -39,762 -76%
Comerica Bank
207
Comerica Bank
Texas
$167K +$4.85K +335 +3%
EM
208
Excalibur Management
Massachusetts
$163K +$7.96K +550 +5%
RIG
209
Roosevelt Investment Group
New York
$162K +$7.83K +541 +5%
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$154K
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$151K +$68.3K +4,721 +73%
LOAMS
212
Lombard Odier Asset Management (Switzerland)
Switzerland
$144K +$156K +10,780 New
AWS
213
Atria Wealth Solutions
New York
$139K +$3.55K +245 +2%
RFC
214
Regions Financial Corp
Alabama
$137K +$147K +10,164 New
Simplex Trading
215
Simplex Trading
Illinois
$120K +$130K +8,954 New
VanEck Associates
216
VanEck Associates
New York
$119K +$26.4K +1,826 +26%
CQS
217
Credential Qtrade Securities
$106K -$1.74K -120 -1%
SWM
218
Spire Wealth Management
Virginia
$99K +$38.4K +2,650 +56%
ACM
219
Aquatic Capital Management
Illinois
$89K +$95.5K +6,600 New
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$88.5K +$95.4K +6,589 New
FHA
221
First Horizon Advisors
Tennessee
$85K +$87.6K +6,050 +2,274%
CHC
222
City Holding Co
West Virginia
$80K
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$75K
GIBU
224
Gulf International Bank (UK)
United Kingdom
$67K
SLAM
225
Swiss Life Asset Management
$57.8K +$62.2K +4,295 New