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Algonquin Power & Utilities

245 hedge funds and large institutions have $3.21B invested in Algonquin Power & Utilities in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.72B → $3.21B (+$491M)

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

2.02% more ownership

Funds ownership: 65.85%67.87% (+2%)

0% more funds holding

Funds holding: 244245 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

22% less call options, than puts

Call options by funds: $2.87M | Put options by funds: $3.66M

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
84
Reduced
86
Closed
28
Calls
$2.87M
Puts
$3.66M
Net Calls
-$793K
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$503M +$119M +20,074,709 +33%
SV
2
Starboard Value
New York
$390M
Fidelity International
3
Fidelity International
Bermuda
$301M -$5.48M -923,100 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$212M +$4.23M +711,569 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$127M +$23.1M +3,886,254 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$112M -$66.6M -11,210,162 -38%
AI
7
Ariel Investments
Illinois
$97.9M -$2.52M -424,952 -3%
BCIM
8
British Columbia Investment Management
British Columbia, Canada
$80.5M -$182K -30,658 -0.2%
Principal Financial Group
9
Principal Financial Group
Iowa
$74.3M +$71.7M +12,069,980 New
Norges Bank
10
Norges Bank
Norway
$67.1M +$64.8M +10,906,124 New
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$63.2M +$631K +106,232 +1%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$52.1M +$10.9M +1,830,974 +28%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$46.6M +$1.58M +266,020 +4%
Legal & General Group
14
Legal & General Group
United Kingdom
$42.7M -$4.18M -704,458 -9%
First Trust Advisors
15
First Trust Advisors
Illinois
$42.2M +$520K +87,627 +1%
PMG
16
Private Management Group
California
$39.6M -$428K -72,127 -1%
CM
17
Corvex Management
New York
$38M
CCM
18
Callodine Capital Management
Massachusetts
$35.4M +$997K +167,795 +3%
Goldman Sachs
19
Goldman Sachs
New York
$35.1M -$24.8M -4,167,421 -42%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$33.3M -$26.7M -4,488,148 -45%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$32.9M +$11M +1,845,051 +53%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.4M +$9.6M +1,616,901 +49%
BlackRock
23
BlackRock
New York
$28.5M +$737K +124,162 +3%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$27.9M +$2.14M +360,800 +9%
PC
25
Packer & Co
Australia
$27.8M