Algonquin Power & Utilities
238 hedge funds and large institutions have $2.25B invested in Algonquin Power & Utilities in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 53 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 85
0.8% more ownership
Funds ownership: 52.89% → 53.69% (+0.8%)
6% less capital invested
Capital invested by funds: $2.38B → $2.25B (-$134M)
8% less funds holding
Funds holding: 258 → 238 (-20)
34% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 53
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
89% less call options, than puts
Call options by funds: $18.2M | Put options by funds: $160M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$62.7M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$35.2M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$23M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$50.6M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$31.9M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$31.1M |
| 4 |
DKCM
Davidson Kempner Capital Management
New York
|
-$24.4M |
| 5 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$19.6M |
AQN Hedge Fund Activity: Q3 2024 in Review
238 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2024, worth a combined $2.25B — down 5.6% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of AQN and 35 opened new positions — a net loss of 18 holders — while 85 trimmed existing stakes and 90 added.
The largest buyer was Fidelity International, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $50.6M.
- 238 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2024, down from 258 in Q2 2024.
- Funds reported $2.25B of Algonquin Power & Utilities stock for Q3 2024, down 5.6% quarter-over-quarter.
- 35 funds opened new Algonquin Power & Utilities positions in Q3 2024 and 53 closed out, a net change of -18 holders.
- The largest Algonquin Power & Utilities buyer in Q3 2024 was Fidelity International, an estimated $62.7M added.
- The largest Algonquin Power & Utilities seller in Q3 2024 was Goldman Sachs, an estimated $50.6M sold.
Based on aggregated 13F filings for Q3 2024.