Algonquin Power & Utilities
97 hedge funds and large institutions have $1.99B invested in Algonquin Power & Utilities in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
69% more call options, than puts
Call options by funds: $320K | Put options by funds: $189K
22% more capital invested
Capital invested by funds: $1.63B → $1.99B (+$354M)
8% more funds holding
Funds holding: 90 → 97 (+7)
5.92% more ownership
Funds ownership: 39.08% → 45% (+5.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$74.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$31.3M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$24M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$24.7M |
| 2 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$13.1M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$4.51M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$4.37M |
| 5 |
EA
Ecofin Advisors
London,
United Kingdom
|
-$4.01M |
AQN Hedge Fund Activity: Q4 2017 in Review
97 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2017, worth a combined $1.99B — up 22% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AQN positions and 3 closed out — a net gain of 8 holders — while 49 added to existing stakes and 24 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $74.8M. The largest seller was Fiera Capital (Canada), cutting an estimated $24.7M.
- 97 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2017, up from 90 in Q3 2017.
- Funds reported $1.99B of Algonquin Power & Utilities stock for Q4 2017, up 22% quarter-over-quarter.
- 11 funds opened new Algonquin Power & Utilities positions in Q4 2017 and 3 closed out, a net change of +8 holders.
- The largest Algonquin Power & Utilities buyer in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $74.8M added.
- The largest Algonquin Power & Utilities seller in Q4 2017 was Fiera Capital (Canada), an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2017.