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Algonquin Power & Utilities
AQN

Overview Fund Activity

274 hedge funds and large institutions have $3.12B invested in Algonquin Power & Utilities in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
44
Increased
92
Reduced
87
Closed
45
Calls
$21.3M
Puts
$40.8M
Net Calls
-$19.4M
Net Calls Change
-$30.1M

Top Buyers

1
SV
Starboard Value
New York
$282M
2
Bank of America
Bank of America
North Carolina
$196M
3
Fidelity International
Fidelity International
Bermuda
$61.8M
4
Aviva
Aviva
United Kingdom
$14.3M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$120M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$176M
3
SC
Samlyn Capital
New York
$0
4
CM
Corvex Management
New York
$67.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
201
West Family Investments
California
$128K +$128K +15,469 New
VV
202
Verity & Verity
South Carolina
$124K +$124K +15,000 New
BAM
203
Belpointe Asset Management
Nevada
$123K -$61.9K -7,489 -34%
JWM
204
Jeppson Wealth Management
California
$122K -$2.48K -300 -2%
CRI
205
Colonial River Investments
Virginia
$117K – – –
Walleye Trading
206
Walleye Trading
New York
$114K -$56.6K -6,851 -33%
EFL
207
ERn Financial LLC
Wisconsin
$112K – – –
SWM
208
Stockman Wealth Management
Montana
$112K – – –
API
209
Advisor Partners II
California
$111K +$5.01K +606 +5%
CI
210
Cigna Investments
Connecticut
$110K – – –
HighTower Advisors
211
HighTower Advisors
Illinois
$109K -$16.9K -2,050 -13%
ACM
212
Aquatic Capital Management
Illinois
$104K +$104K +12,600 New
DR
213
Davis Rea
Ontario, Canada
$103K -$46.3K -5,519 -31%
RJT
214
Raymond James Trust
Florida
$101K +$6.21K +750 +7%
SG
215
StoneX Group
New York
$100K +$100K +12,138 New
SPIA
216
Steward Partners Investment Advisory
New York
$100K – – –
ONB
217
Old National Bancorp
Indiana
$95K +$95K +11,506 New
EM
218
Excalibur Management
Massachusetts
$92.3K – – –
MF
219
Magnetar Financial
Illinois
$90.5K -$371K -44,891 -80%
DC
220
Diametric Capital
Massachusetts
$89.1K +$89.1K +10,788 New
BFS
221
Baskin Financial Services
Ontario, Canada
$88K – – –
CA
222
Claro Advisors
Massachusetts
$87.9K – – –
PSP
223
Principal Street Partners
Tennessee
$84.4K – – –
AWS
224
Atria Wealth Solutions
New York
$82.8K – – –
TC
225
Tacita Capital
Ontario, Canada
$72K – – –
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9
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