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Algonquin Power & Utilities
AQN

Overview Fund Activity

260 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-14
Holders Change %
-5.11%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
92
Reduced
91
Closed
52
Calls
$15.2M
Puts
$17.2M
Net Calls
-$2M
Net Calls Change
+$17.4M

Top Buyers

1
SV
Starboard Value
New York
+$144M
2
Fidelity International
Fidelity International
Bermuda
+$21.7M
3
SC
Sasco Capital
Connecticut
+$18.2M
4
CM
Corvex Management
New York
+$13.1M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
CCPM
Cooper Creek Partners Management
New York
-$35.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.3M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$14.3M
5
JFG
Jefferies Financial Group
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
201
Cigna Investments
Connecticut
$79K – – –
ONB
202
Old National Bancorp
Indiana
$73.8K +$5.68K +960 +8%
RJT
203
Raymond James Trust
Florida
$72.2K – – –
VPI
204
Value Partners Investments
Manitoba, Canada
$72.2K +$72.2K +12,141 New
SW
205
SVB Wealth
Massachusetts
$71.7K -$33K -5,573 -32%
KWA
206
Kingswood Wealth Advisors
California
$70.4K +$70.4K +11,887 New
WS
207
Wedbush Securities
California
$69K +$69K +11,640 New
1832 Asset Management
208
1832 Asset Management
Ontario, Canada
$68.7K -$8.78M -1,482,682 -99%
LNWWM
209
Laird Norton Wetherby Wealth Management
California
$68.6K -$228K -38,569 -77%
EM
210
Excalibur Management
Massachusetts
$66.1K – – –
MF
211
Magnetar Financial
Illinois
$66.1K +$1.28K +216 +2%
DR
212
Davis Rea
Ontario, Canada
$66.1K -$8.09K -1,338 -11%
DC
213
Diametric Capital
Massachusetts
$63.9K – – –
BFS
214
Baskin Financial Services
Ontario, Canada
$63K +$717 +122 +1%
CAS
215
CTC Alternative Strategies
Illinois
$62.3K +$62.3K +10,500 New
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$59.7K +$59.7K +10,085 New
JWM
217
Jeppson Wealth Management
California
$59.3K -$28.4K -4,802 -32%
EL
218
EWA LLC
Pennsylvania
$56.7K -$30.3K -5,516 -35%
TC
219
Tacita Capital
Ontario, Canada
$52K – – –
VanEck Associates
220
VanEck Associates
New York
$48K +$5.56K +930 +13%
CQS
221
Credential Qtrade Securities
$47.4K +$5.03K +850 +12%
TRCT
222
Tower Research Capital (TRC)
New York
$44.6K +$40.4K +6,831 +970%
UM
223
UniSuper Management
Australia
$37.8K – – –
GIBU
224
Gulf International Bank (UK)
United Kingdom
$34K – – –
SWM
225
Spire Wealth Management
Virginia
$32.9K -$4.16K -703 -11%
7 8
9
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