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Algonquin Power & Utilities
AQN

Overview Fund Activity

277 hedge funds and large institutions have $3.09B invested in Algonquin Power & Utilities in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+13
Holders Change %
+4.92%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
71
Increased
85
Reduced
83
Closed
53
Calls
$22.5M
Puts
$11.8M
Net Calls
+$10.7M
Net Calls Change
+$4.19M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$263M
2
CM
Corvex Management
New York
+$99.9M
3
CCPM
Cooper Creek Partners Management
New York
+$44.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$39.5M
5
Bank of America
Bank of America
North Carolina
+$38.7M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$132M
2
Two Sigma Investments
Two Sigma Investments
New York
-$36.6M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$24.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$23M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
201
Jeppson Wealth Management
California
$127K -$78.2K -9,305 -38%
CRI
202
Colonial River Investments
Virginia
$119K +$5.29K +630 +5%
PI
203
PFG Investments
New York
$118K +$118K +14,044 New
EFL
204
ERn Financial LLC
Wisconsin
$114K +$114K +13,571 New
SWM
205
Stockman Wealth Management
Montana
$113K -$12.6K -1,500 -10%
EWA
206
EverSource Wealth Advisors
Alabama
$113K +$44.9K +5,350 +66%
CI
207
Cigna Investments
Connecticut
$111K – – –
API
208
Advisor Partners II
California
$108K +$108K +12,871 New
FIA
209
Foundations Investment Advisors
Arizona
$104K +$104K +12,350 New
SPIA
210
Steward Partners Investment Advisory
New York
$102K – – –
RJT
211
Raymond James Trust
Florida
$96K -$19.8K -2,365 -17%
EM
212
Excalibur Management
Massachusetts
$93.8K – – –
CA
213
Claro Advisors
Massachusetts
$89.3K -$5.08K -605 -5%
BFS
214
Baskin Financial Services
Ontario, Canada
$89K – – –
Fiera Capital (Canada)
215
Fiera Capital (Canada)
Quebec, Canada
$88.6K -$119K -14,153 -57%
AIP
216
Ahrens Investment Partners
Louisiana
$88.2K +$88.2K +10,500 New
PSP
217
Principal Street Partners
Tennessee
$85.8K +$85.8K +10,082 New
AWS
218
Atria Wealth Solutions
New York
$83.8K -$2.05K -245 -2%
CQS
219
Credential Qtrade Securities
$76.8K -$7.16K -853 -9%
TC
220
Tacita Capital
Ontario, Canada
$73K – – –
PA
221
Parallel Advisors
California
$64.2K +$64.2K +7,644 New
VanEck Associates
222
VanEck Associates
New York
$60K -$1.32K -157 -2%
SWM
223
Spire Wealth Management
Virginia
$54K +$41.3K +4,911 +325%
CHC
224
City Holding Co
West Virginia
$50.2K – – –
GIBU
225
Gulf International Bank (UK)
United Kingdom
$48K – – –
7 8
9
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