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Algonquin Power & Utilities

225 hedge funds and large institutions have $1.9B invested in Algonquin Power & Utilities in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.92% more ownership

Funds ownership: 53.67%55.59% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

5% less funds holding

Funds holding: 237225 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less capital invested

Capital invested by funds: $2.25B → $1.9B (-$354M)

Holders
225
Holders Change
-12
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
80
Reduced
81
Closed
46
Calls
$21.9M
Puts
$4.08M
Net Calls
+$17.8M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$5.83K -$49.2K -10,191 -89%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.37K -491 -29%
PA
203
Parallel Advisors
California
$4.55K -$10.8K -2,238 -69%
MCM
204
MAI Capital Management
Ohio
$4.52K +$4.9K +1,015 New
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$3.56K +$3.86K +800 New
PWA
206
Physician Wealth Advisors
Utah
$2.75K +$2.99K +619 New
TSMHT
207
Thurston Springer Miller Herd & Titak
Indiana
$2.38K +$2.59K +536 New
SC
208
Swan Capital
Florida
$2.27K +$2.47K +511 New
SIC
209
SJS Investment Consulting
Ohio
$1.78K
CPG
210
Cornerstone Planning Group
New Jersey
$1.65K +$1.34K +278 +335%
SIC
211
Salem Investment Counselors
North Carolina
$1.31K +$1.4K +290 New
BIA
212
Bell Investment Advisors
California
$1.11K -$758 -157 -39%
BIG
213
Brooklyn Investment Group
New York
$1K +$1.09K +225 New
CFO
214
CVA Family Office
Colorado
$1K +$1.09K +225 New
TFA
215
Transamerica Financial Advisors
Florida
$1K
VNA
216
Valley National Advisers
Pennsylvania
$1K
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$912
GIS
218
Grayhawk Investment Strategies
Alberta, Canada
$896 +$975 +202 New
SO
219
Sierra Ocean
California
$832 +$903 +187 New
HCP
220
Hexagon Capital Partners
Arkansas
$543 -$357 -74 -38%
FHA
221
First Horizon Advisors
Tennessee
$369
NS
222
NBC Securities
Alabama
$49 -$22.6K -4,678 -100%
CFFP
223
Center for Financial Planning
Michigan
$9
BWL
224
Bogart Wealth LLC
Virginia
$4
SC
225
Sasco Capital
Connecticut
-$17.2M -3,152,570 Closed