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Algonquin Power & Utilities
AQN

Overview Fund Activity

231 hedge funds and large institutions have $2.7B invested in Algonquin Power & Utilities in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
71
Reduced
82
Closed
33
Calls
$25.4M
Puts
$13.3M
Net Calls
+$12.1M
Net Calls Change
-$17.2M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$83.2M
2
Goldman Sachs
Goldman Sachs
New York
+$53.1M
3
AI
Ariel Investments
Illinois
+$35.3M
4
YCM
Yaupon Capital Management
New York
+$24.7M
5
RAM
RWC Asset Management
United Kingdom
+$13M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$76.7M
2
SCA
Southpoint Capital Advisors
New York
-$51.4M
3
SV
Starboard Value
New York
-$16.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$16.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SV
1
Starboard Value
New York
$364M -$16.9M -2,943,580 -4%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$325M +$83.2M +14,540,847 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$187M +$5.4M +943,145 +3%
Fidelity International
4
Fidelity International
Bermuda
$163M -$76.7M -13,412,929 -32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$158M -$7.98M -1,392,334 -5%
Goldman Sachs
6
Goldman Sachs
New York
$123M +$53.1M +9,269,412 +76%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$97.1M -$2.53M -441,139 -3%
BCIM
8
British Columbia Investment Management
British Columbia, Canada
$75.2M -$62.1K -10,843 -0.1%
AI
9
Ariel Investments
Illinois
$75.1M +$35.3M +6,160,490 +89%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$58.4M +$2.55M +445,707 +5%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$56.5M +$4.58M +801,683 +9%
Norges Bank
12
Norges Bank
Norway
$51.4M +$51.4M +8,974,039 New
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$45.4M +$7.03M +1,227,752 +18%
Legal & General Group
14
Legal & General Group
United Kingdom
$44.1M +$222K +38,906 +0.5%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$43M -$1.22M -213,585 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$42.9M +$245K +42,785 +0.6%
PMG
17
Private Management Group
California
$37.5M -$123K -21,518 -0.3%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2M -$2.03M -356,186 -5%
CM
19
Corvex Management
New York
$35.4M +$2.87M +500,000 +9%
Bank of America
20
Bank of America
North Carolina
$34.6M +$10.6M +1,844,897 +44%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$34.2M +$844K +147,227 +3%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$32.6M -$4.16M -727,006 -11%
CCM
23
Callodine Capital Management
Massachusetts
$27.7M +$7.83M +1,365,969 +39%
Morgan Stanley
24
Morgan Stanley
New York
$26.7M +$9.97M +1,740,781 +60%
IIM
25
Intact Investment Management
Quebec, Canada
$26.4M -$3.77M -658,700 -12%
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