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Algonquin Power & Utilities
AQN

Overview Fund Activity

260 hedge funds and large institutions have $2.29B invested in Algonquin Power & Utilities in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-14
Holders Change %
-5.11%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
92
Reduced
91
Closed
52
Calls
$15.2M
Puts
$17.2M
Net Calls
-$2M
Net Calls Change
+$17.4M

Top Buyers

1
SV
Starboard Value
New York
+$144M
2
Fidelity International
Fidelity International
Bermuda
+$21.7M
3
SC
Sasco Capital
Connecticut
+$18.2M
4
CM
Corvex Management
New York
+$13.1M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
CCPM
Cooper Creek Partners Management
New York
-$35.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$29.3M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$14.3M
5
JFG
Jefferies Financial Group
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SV
1
Starboard Value
New York
$346M +$144M +24,261,350 +71%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$278M -$1.01M -140,462 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$152M +$2.45M +413,104 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$127M +$1.28M +216,728 +1%
Norges Bank
5
Norges Bank
Norway
$87.5M +$4.8M +810,810 +6%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$75M +$2.85M +481,158 +4%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$72M -$14.3M -2,417,421 -17%
Fidelity International
8
Fidelity International
Bermuda
$66M +$21.7M +3,673,353 +49%
CM
9
Corvex Management
New York
$61.5M +$13.1M +2,212,400 +27%
Invesco
10
Invesco
Georgia
$58.5M +$3.65M +616,049 +7%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$57.3M -$29.3M -4,949,695 -34%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$54M -$1.79M -301,222 -3%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$50.8M -$79.4K -14,197 -0.2%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$49.7M -$6.09M -1,027,581 -11%
Legal & General Group
15
Legal & General Group
United Kingdom
$49.3M +$591K +99,374 +1%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.9M +$10.2M +1,728,559 +37%
DKCM
17
Davidson Kempner Capital Management
New York
$33.9M +$9.88M +1,669,161 +41%
Bank of America
18
Bank of America
North Carolina
$33.4M -$107M -18,096,713 -76%
IIM
19
Intact Investment Management
Quebec, Canada
$28.7M -$187K -31,660 -0.6%
Morgan Stanley
20
Morgan Stanley
New York
$24.5M +$5.37M +906,283 +28%
First Trust Advisors
21
First Trust Advisors
Illinois
$22.6M -$8.11M -1,370,718 -26%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$20.9M +$1.67M +281,699 +9%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$20.4M +$484K +81,728 +2%
SC
24
Scotia Capital
Ontario, Canada
$20.4M -$5.41M -917,056 -21%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$19.9M -$118K -18,835 -0.6%
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