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Algonquin Power & Utilities

230 hedge funds and large institutions have $4.68B invested in Algonquin Power & Utilities in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

132,108% more call options, than puts

Call options by funds: $247M | Put options by funds: $187K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

11% more capital invested

Capital invested by funds: $4.21B → $4.68B (+$466M)

9% more funds holding

Funds holding: 211230 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.03% less ownership

Funds ownership: 47.99%46.96% (-1%)

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
88
Reduced
72
Closed
17
Calls
$247M
Puts
$187K
Net Calls
+$247M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$665M -$6.6M -418,889 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$452M -$84.1M -5,337,191 -16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$278M -$487K -30,881 -0.2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$272M +$8.22M +521,723 +3%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$263M +$75.9M +4,813,480 +49%
GQG Partners
6
GQG Partners
Florida
$215M +$1.15M +72,838 +0.6%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$179M -$6.97M -441,970 -4%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$159M +$6.91M +438,266 +5%
Legal & General Group
9
Legal & General Group
United Kingdom
$123M +$22.1M +1,403,588 +23%
Norges Bank
10
Norges Bank
Norway
$121M +$36.8M +2,335,414 +46%
CS
11
Credit Suisse
Switzerland
$103M -$89.4M -5,670,288 -48%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$99.1M +$10.1M +642,165 +12%
BCIM
13
British Columbia Investment Management
British Columbia, Canada
$91.3M +$20.9M +1,327,930 +31%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.3M +$1.36M +86,187 +2%
SC
15
Scotia Capital
Ontario, Canada
$79.7M +$5.21M +330,542 +7%
Invesco
16
Invesco
Georgia
$78.7M +$5.18M +328,652 +7%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$75M -$264K -16,719 -0.4%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.9M +$2.83M +179,477 +4%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$61.5M +$6.6M +418,659 +13%
KACA
20
Kayne Anderson Capital Advisors
California
$55.7M +$2.02M +128,300 +4%
Canada Life
21
Canada Life
Manitoba, Canada
$53.4M +$541K +34,341 +1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$51.2M +$9.91M +629,033 +25%
Fidelity International
23
Fidelity International
Bermuda
$48.2M -$3.77M -239,097 -8%
Renaissance Technologies
24
Renaissance Technologies
New York
$46.9M -$14.1M -897,546 -24%
UBS AM
25
UBS AM
Illinois
$43.7M +$1.45M +91,704 +4%

AQN Hedge Fund Activity: Q4 2020 in Review

230 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2020, worth a combined $4.68B — up 11% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AQN positions and 17 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $75.9M. The largest seller was Credit Suisse, cutting an estimated $89.4M.

  • 230 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2020, up from 211 in Q3 2020.
  • Funds reported $4.68B of Algonquin Power & Utilities stock for Q4 2020, up 11% quarter-over-quarter.
  • 39 funds opened new Algonquin Power & Utilities positions in Q4 2020 and 17 closed out, a net change of +22 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2020 was Toronto Dominion Bank, an estimated $75.9M added.
  • The largest Algonquin Power & Utilities seller in Q4 2020 was Credit Suisse, an estimated $89.4M sold.

Based on aggregated 13F filings for Q4 2020.