Algonquin Power & Utilities
148 hedge funds and large institutions have $2.9B invested in Algonquin Power & Utilities in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
8% more capital invested
Capital invested by funds: $2.68B → $2.9B (+$214M)
6% more funds holding
Funds holding: 140 → 148 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.01% less ownership
Funds ownership: 48.2% → 48.19% (-0.01%)
28% less call options, than puts
Call options by funds: $227K | Put options by funds: $317K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$50.1M |
| 2 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
+$28.7M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$9.77M |
| 4 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$9.65M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$9.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$18.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.4M |
| 3 |
Citigroup
New York
|
-$13.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$13.2M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$12.3M |
AQN Hedge Fund Activity: Q2 2019 in Review
148 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2019, worth a combined $2.9B — up 8% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AQN positions and 15 closed out — a net gain of 8 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Canada Life, opening a new position worth an estimated $50.1M. The largest seller was Mackenzie Financial, cutting an estimated $18.5M.
- 148 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2019, up from 140 in Q1 2019.
- Funds reported $2.9B of Algonquin Power & Utilities stock for Q2 2019, up 8% quarter-over-quarter.
- 23 funds opened new Algonquin Power & Utilities positions in Q2 2019 and 15 closed out, a net change of +8 holders.
- The largest Algonquin Power & Utilities buyer in Q2 2019 was Canada Life, an estimated $50.1M added.
- The largest Algonquin Power & Utilities seller in Q2 2019 was Mackenzie Financial, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2019.