Algonquin Power & Utilities
90 hedge funds and large institutions have $1.63B invested in Algonquin Power & Utilities in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 9 closing their positions.
155% more call options, than puts
Call options by funds: $513K | Put options by funds: $201K
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 88 → 90 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $1.68B → $1.63B (-$51.6M)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
1.32% less ownership
Funds ownership: 40.4% → 39.08% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.1M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$12.8M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$12.4M |
| 4 |
HAM
Highstreet Asset Management
London,
Ontario, Canada
|
+$10.7M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$41.4M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$30.3M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$20.9M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$16.1M |
| 5 |
Two Sigma Investments
New York
|
-$9.21M |
AQN Hedge Fund Activity: Q3 2017 in Review
90 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2017, worth a combined $1.63B — down 3.1% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AQN positions and 9 closed out — a net gain of 3 holders — while 32 added to existing stakes and 34 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $21.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $41.4M sold.
- 90 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2017, up from 88 in Q2 2017.
- Funds reported $1.63B of Algonquin Power & Utilities stock for Q3 2017, down 3.1% quarter-over-quarter.
- 12 funds opened new Algonquin Power & Utilities positions in Q3 2017 and 9 closed out, a net change of +3 holders.
- The largest Algonquin Power & Utilities buyer in Q3 2017 was Bank of Montreal, an estimated $21.1M added.
- The largest Algonquin Power & Utilities seller in Q3 2017 was Capital Research Global Investors, an estimated $41.4M sold.
Based on aggregated 13F filings for Q3 2017.