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Algonquin Power & Utilities

231 hedge funds and large institutions have $2.7B invested in Algonquin Power & Utilities in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 228231 (+3)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.4M
Puts
$13.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$10.3K
MCM
202
MAI Capital Management
Ohio
$9.29K
SPIA
203
Steward Partners Investment Advisory
New York
$9.05K
MEG
204
Millstone Evans Group
Colorado
$8.77K
IA
205
IFP Advisors
Florida
$8.18K
PA
206
Parallel Advisors
California
$8.03K
PS
207
Principal Securities
Iowa
$5.95K
CWM
208
Consultiva Wealth Management
Puerto Rico
$5.71K
AF
209
Allworth Financial
California
$4.71K
W
210
WealthCollab
Washington
$4.12K
TPWA
211
Twin Peaks Wealth Advisors
California
$4.11K
PWA
212
Physician Wealth Advisors
Utah
$3.55K
BIG
213
Brooklyn Investment Group
New York
$2.74K
CPG
214
Cornerstone Planning Group
New Jersey
$2.63K
EWA
215
EverSource Wealth Advisors
Alabama
$2.51K
SIC
216
SJS Investment Consulting
Ohio
$2.29K
BIA
217
Bell Investment Advisors
California
$2.25K
SWP
218
Strategic Wealth Partners
Ohio
$1.8K
SIC
219
Salem Investment Counselors
North Carolina
$1.68K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.48K
AssetMark Inc
221
AssetMark Inc
California
$1.44K
RhumbLine Advisers
222
RhumbLine Advisers
Massachusetts
$1.17K
SHM
223
Sagard Holdings Management
Ontario, Canada
$1.16K
SO
224
Sierra Ocean
California
$1.07K
VNA
225
Valley National Advisers
Pennsylvania
$1K