Algonquin Power & Utilities
262 hedge funds and large institutions have $3.3B invested in Algonquin Power & Utilities in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 84 reducing their positions, and 35 closing their positions.
557% more call options, than puts
Call options by funds: $27.7M | Put options by funds: $4.21M
23% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 84
1.32% more ownership
Funds ownership: 42.34% → 43.66% (+1.3%)
9% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 35
2% less funds holding
Funds holding: 266 → 262 (-4)
18% less capital invested
Capital invested by funds: $4.05B → $3.3B (-$747M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$103M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.1M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$22.6M |
| 4 |
Goldman Sachs
New York
|
+$15.4M |
| 5 |
Two Sigma Investments
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$38.6M |
| 2 |
Renaissance Technologies
New York
|
-$20.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$8.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.37M |
AQN Hedge Fund Activity: Q3 2022 in Review
262 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2022, worth a combined $3.3B — down 18% from $4.05B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AQN and 32 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 103 added.
The largest buyer was Bank of Montreal, adding an estimated $103M. The largest seller was Mackenzie Financial, cutting an estimated $38.6M.
- 262 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2022, down from 266 in Q2 2022.
- Funds reported $3.3B of Algonquin Power & Utilities stock for Q3 2022, down 18% quarter-over-quarter.
- 32 funds opened new Algonquin Power & Utilities positions in Q3 2022 and 35 closed out, a net change of -3 holders.
- The largest Algonquin Power & Utilities buyer in Q3 2022 was Bank of Montreal, an estimated $103M added.
- The largest Algonquin Power & Utilities seller in Q3 2022 was Mackenzie Financial, an estimated $38.6M sold.
Based on aggregated 13F filings for Q3 2022.