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Algonquin Power & Utilities

237 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.8% more ownership

Funds ownership: 52.87%53.67% (+0.8%)

6% less capital invested

Capital invested by funds: $2.38B → $2.25B (-$134M)

8% less funds holding

Funds holding: 257237 (-20)

34% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $160M

Holders
237
Holders Change
-20
Holders Change %
-7.78%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
84
Closed
53
Calls
$18.2M
Puts
$160M
Net Calls
-$141M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$38K +$39.8K +7,000 New
LSA
202
Leonteq Securities AG
Switzerland
$37.6K +$28.9K +5,088 New
SWM
203
Spire Wealth Management
Virginia
$37.1K +$35.1K +6,171 +966%
PP
204
Pacifica Partners
Canada
$33K
NS
205
NBC Securities
Alabama
$25K -$9.21K -1,620 -26%
PA
206
Parallel Advisors
California
$17.8K -$10.1K -1,785 -35%
LC
207
Lindbrook Capital
California
$15.5K -$10.7K -1,878 -40%
CFGS
208
Concourse Financial Group Securities
Alabama
$14.8K
SPIA
209
Steward Partners Investment Advisory
New York
$14.2K -$28.7K -5,055 -66%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$13.3K +$13.6K +2,397 New
BTI
211
Blue Trust Inc
Georgia
$12K +$5.13K +903 +78%
FCMT
212
Founders Capital Management (Texas)
Texas
$10.9K -$3.41K -600 -23%
Citadel Advisors
213
Citadel Advisors
Florida
$10.4K -$1.31M -230,494 -99%
WSFS
214
Wilmington Savings Fund Society
Delaware
$9.14K +$9.53K +1,677 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$9K -$2.17K -382 -19%
FFA
216
Farther Finance Advisors
California
$6.32K +$1.86K +327 +39%
HT
217
Headlands Technologies
Illinois
$5.33K -$131K -23,065 -96%
HNB
218
Hilltop National Bank
Wyoming
$5.28K -$6 -1 -0.1%
NSIM
219
North Star Investment Management
Illinois
$4.91K +$4.55K +800 +800%
FIA
220
FNY Investment Advisers
New York
$4K +$5.1K +897 New
UB
221
UMB Bank
Missouri
$2.6K
BIA
222
Bell Investment Advisors
California
$2.22K -$603 -106 -21%
SIC
223
SJS Investment Consulting
Ohio
$2.18K +$2.27K +400 New
GWM
224
Geneos Wealth Management
Colorado
$1.64K -$5.92K -1,042 -78%
RhumbLine Advisers
225
RhumbLine Advisers
Massachusetts
$1.12K

AQN Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2024, worth a combined $2.25B — down 5.6% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AQN and 35 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 90 added.

The largest buyer was Fidelity International, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $50.6M.

  • 237 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2024, down from 257 in Q2 2024.
  • Funds reported $2.25B of Algonquin Power & Utilities stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2024 and 53 closed out, a net change of -18 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2024 was Fidelity International, an estimated $62.7M added.
  • The largest Algonquin Power & Utilities seller in Q3 2024 was Goldman Sachs, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.