Algonquin Power & Utilities
174 hedge funds and large institutions have $3.28B invested in Algonquin Power & Utilities in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
48% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 48
11% more funds holding
Funds holding: 157 → 174 (+17)
1% more capital invested
Capital invested by funds: $3.25B → $3.28B (+$31M)
3.44% less ownership
Funds ownership: 47.68% → 44.24% (-3.4%)
63% less call options, than puts
Call options by funds: $89K | Put options by funds: $238K
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$65.9M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$34.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.6M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$27M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$84M |
| 2 |
Morgan Stanley
New York
|
-$49.4M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$46.3M |
| 4 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$37.5M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$34.4M |
AQN Hedge Fund Activity: Q4 2019 in Review
174 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2019, worth a combined $3.28B — up 0.95% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AQN positions and 20 closed out — a net gain of 18 holders — while 71 added to existing stakes and 48 trimmed.
The largest buyer was Toronto Dominion Bank, adding an estimated $65.9M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $84M.
- 174 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2019, up from 157 in Q3 2019.
- Funds reported $3.28B of Algonquin Power & Utilities stock for Q4 2019, up 0.95% quarter-over-quarter.
- 38 funds opened new Algonquin Power & Utilities positions in Q4 2019 and 20 closed out, a net change of +18 holders.
- The largest Algonquin Power & Utilities buyer in Q4 2019 was Toronto Dominion Bank, an estimated $65.9M added.
- The largest Algonquin Power & Utilities seller in Q4 2019 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $84M sold.
Based on aggregated 13F filings for Q4 2019.