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Algonquin Power & Utilities

225 hedge funds and large institutions have $1.9B invested in Algonquin Power & Utilities in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $4.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.92% more ownership

Funds ownership: 53.67%55.59% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

5% less funds holding

Funds holding: 237225 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less capital invested

Capital invested by funds: $2.25B → $1.9B (-$354M)

Holders
225
Holders Change
-12
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
80
Reduced
81
Closed
46
Calls
$21.9M
Puts
$4.08M
Net Calls
+$17.8M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$291M +$15.3M +3,175,000 +5%
Fidelity International
2
Fidelity International
Bermuda
$181M +$91M +18,857,515 +86%
Vanguard Group
3
Vanguard Group
Pennsylvania
$140M +$2.63M +544,198 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$118M -$21.9M -4,543,741 -15%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$101M +$27.2M +5,640,705 +33%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$93.1M +$568K +117,757 +0.6%
BCIM
7
British Columbia Investment Management
British Columbia, Canada
$57.9M +$441K +91,353 +0.7%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$42.9M -$3.93M -815,293 -8%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$42.7M -$13.3M -2,756,612 -22%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.2M +$2.03M +420,202 +5%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.7M -$1.5M -310,548 -4%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$34.9M +$10.9M +2,256,043 +40%
Legal & General Group
13
Legal & General Group
United Kingdom
$34.1M -$7.23M -1,497,343 -16%
Goldman Sachs
14
Goldman Sachs
New York
$32.9M -$21.8M -4,521,211 -38%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$31.7M -$6.37M -1,319,267 -16%
Norges Bank
16
Norges Bank
Norway
$31.5M +$2.77M +574,526 +9%
First Trust Advisors
17
First Trust Advisors
Illinois
$30.7M +$342K +70,774 +1%
PMG
18
Private Management Group
California
$26.4M +$17.6M +3,656,840 +161%
BlackRock
19
BlackRock
New York
$26.2M +$6.79M +1,406,300 +31%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$25.7M +$3.16M +654,006 +13%
IIM
21
Intact Investment Management
Quebec, Canada
$23.6M -$1.28M -264,200 -5%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.5M +$1.94M +402,500 +9%
Man Group
23
Man Group
United Kingdom
$19.4M +$7.16M +1,482,534 +52%
PCM
24
Philosophy Capital Management
California
$19.4M +$39.3K +8,138 +0.2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$16.5M +$8.3M +1,719,928 +86%