We are live on ! Find out more
AQN icon

Algonquin Power & Utilities

262 hedge funds and large institutions have $2.77B invested in Algonquin Power & Utilities in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 84 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $4.21M

23% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 84

1.32% more ownership

Funds ownership: 42.34%43.66% (+1.3%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 266262 (-4)

17% less capital invested

Capital invested by funds: $3.34B → $2.77B (-$569M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
103
Reduced
84
Closed
35
Calls
$24.3M
Puts
$4.21M
Net Calls
+$20.1M
Net Calls Change
+$881K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
201
Millennium Management
New York
$137K -$6.28M -463,440 -97%
Mariner
202
Mariner
Kansas
$133K +$165K +12,169 New
EM
203
Excalibur Management
Massachusetts
$132K
FTDI
204
First Trust Direct Indexing
Massachusetts
$123K -$18.8K -1,384 -11%
WAAG
205
Wealth Alliance Advisory Group
Kansas
$123K +$153K +11,290 New
JFL
206
Jarislowsky, Fraser Ltd
Quebec, Canada
$118K +$146K +10,753 New
PTC
207
Petrus Trust Company
Texas
$118K +$147K +10,809 New
PRC
208
Pearl River Capital
Michigan
$116K +$144K +10,600 New
Comerica Bank
209
Comerica Bank
Texas
$112K -$23.2K -1,712 -14%
SIA
210
Schechter Investment Advisors
Michigan
$112K +$138K +10,167 New
AWS
211
Atria Wealth Solutions
New York
$112K
MA
212
MAS Advisors
Florida
$111K +$137K +10,134 New
RFC
213
Regions Financial Corp
Alabama
$110K -$814 -60 -0.6%
SOAMC
214
Spirit of America Management Corp
New York
$109K -$47.5K -3,500 -26%
CCI
215
Credit Capital Investments
New Jersey
$109K +$136K +10,000 New
CQS
216
Credential Qtrade Securities
$86.6K +$285 +21 +0.3%
EWA
217
EverSource Wealth Advisors
Alabama
$81K +$101K +7,437 New
TRCT
218
Tower Research Capital (TRC)
New York
$77K -$74.8K -5,513 -44%
VanEck Associates
219
VanEck Associates
New York
$68K -$36.4K -2,684 -30%
CHC
220
City Holding Co
West Virginia
$65K
GIBU
221
Gulf International Bank (UK)
United Kingdom
$63K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$54K +$10.8K +799 +19%
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$37K
AIL
224
AGF Investments LLC
Ontario, Canada
$33K
FHA
225
First Horizon Advisors
Tennessee
$30K -$47.2K -3,479 -55%