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AQNU

Algonquin Power & Utilities Corp Units
AQNU

Delisted

AQNU was delisted on the 14th of June, 2024.

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39 hedge funds and large institutions have $598M invested in Algonquin Power & Utilities Corp Units in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

7% less funds holding

Funds holding: 42 → 39 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

30% less capital invested

Capital invested by funds: $857M → $598M (-$259M)

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
13
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shaolin Capital Management
Florida
+$57M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$17.7M
3
BCM
BlueCrest Capital Management
Jersey
+$13.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.9M
5
Morgan Stanley
Morgan Stanley
New York
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$54.6M
2
Ameriprise
Ameriprise
Minnesota
-$44.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$19.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$2.13M -$2.36M -50,000 -53%
Jane Street
27
Jane Street
New York
$1.67M +$1.66M +35,236 New
SIM
28
SSI Investment Management
California
$1.65M – – –
SI
29
Stephens Inc
Arkansas
$1.03M +$52.6K +1,115 +5%
CS
30
Credit Suisse
Switzerland
$945K – – –
WP
31
WealthSource Partners
California
$395K +$58.1K +1,230 +17%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$318K +$319K +6,765 New
SPIA
33
Steward Partners Investment Advisory
New York
$242K -$296K -6,280 -55%
Citigroup
34
Citigroup
New York
$182K +$182K +3,846 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179K +$2.16M +45,646 +1%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.5K – – –
N
37
Nuveen
North Carolina
$39K – – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$10K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$7K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$5K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– -$54.6M -1,117,100 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– -$27.6M -569,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$19.4M -400,000 Closed
HCM
44
Highbridge Capital Management
New York
– -$18.1M -373,567 Closed
Verition Fund Management
45
Verition Fund Management
Connecticut
– -$9.78M -200,664 Closed
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
– -$8.37M -172,877 Closed
VI
47
Vestcor Inc
New Brunswick, Canada
– -$1.33M -27,489 Closed
MSU
48
Mizuho Securities USA
New York
– -$1.15M -25,000 Closed
Truist Financial
49
Truist Financial
North Carolina
– -$1.17M -24,207 Closed
PHAM
50
Pacific Heights Asset Management
California
– -$242K -5,000 Closed
1
2

AQNU Hedge Fund Activity: Q4 2021 in Review

39 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities Corp Units (AQNU) for Q4 2021, worth a combined $598M — down 30% from $857M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AQNU and 7 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $57M. The largest seller was Bank of Montreal, exiting entirely with an estimated $54.6M sold.

  • 39 institutional investors held Algonquin Power & Utilities Corp Units (AQNU) as of Q4 2021, down from 42 in Q3 2021.
  • Funds reported $598M of Algonquin Power & Utilities Corp Units stock for Q4 2021, down 30% quarter-over-quarter.
  • 7 funds opened new Algonquin Power & Utilities Corp Units positions in Q4 2021 and 10 closed out, a net change of -3 holders.
  • The largest Algonquin Power & Utilities Corp Units buyer in Q4 2021 was Shaolin Capital Management, an estimated $57M added.
  • The largest Algonquin Power & Utilities Corp Units seller in Q4 2021 was Bank of Montreal, an estimated $54.6M sold.

Based on aggregated 13F filings for Q4 2021.