Also trades as: AQN.TO (TSX) · $vol 14M · AQNU (NYSE) · $vol 3M · AQNB (NYSE) · $vol 1M · AQN-PA.TO (TSX) · $vol 0M
AQN Institutional Ownership
Algonquin Power & Utilities Corp.
1W: +3.4%
1M: -9.2%
3M: -8.4%
YTD: -16.5%
1Y: -10.5%
3Y: -8.6%
5Y: -56.6%
$5.10
+0.07 (+1.39%)
Weekly Expected Move ±3.2%
$5
$5
$5
$5
$5
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
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Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — AQN
271
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
24
New Positions
104
Increased
98
Reduced
30
Closed
0.29
Put/Call Ratio
Ownership Trends
Top Institutional Holders (300 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EdgePoint Investment Group Inc. | 88,374,416 | $$451M | +6,902,022 | +8.5% | 14Q | SEC ↗ |
| 2 | Starboard Value LP | 57,189,420 | $$292M | — | +0.0% | 13Q | SEC ↗ |
| 3 | FIL Ltd | 39,334,903 | $$201M | +1,220,000 | +3.2% | 27Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 22,524,576 | $$115M | +146,590 | +0.7% | 2Q | SEC ↗ |
| 5 | BANK OF MONTREAL /CAN | 20,655,228 | $$105M | +499,658 | +2.5% | 39Q | SEC ↗ |
| 6 | Mitsubishi UFJ Trust & Banking Corp | 14,817,756 | $$76M | +2,166,449 | +17.1% | 2Q | SEC ↗ |
| 7 | BRITISH COLUMBIA INVESTMENT MANAGEMENT | 13,576,227 | $$69M | +264,962 | +2.0% | 12Q | SEC ↗ |
| 8 | Clearbridge Investments, LLC | 13,497,531 | $$69M | +660,696 | +5.1% | 2Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 12,142,876 | $$62M | -8,411,366 | -40.9% | 39Q | SEC ↗ |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 11,567,342 | $$59M | -2,066,562 | -15.2% | 3Q | SEC ↗ |
| 11 | MORGAN STANLEY | 11,360,898 | $$58M | +4,268,297 | +60.2% | 39Q | SEC ↗ |
| 12 | NORGES BANK NEW | 11,021,783 | $$56M | — | +0.0% | 1Q | SEC ↗ |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 10,933,107 | $$56M | +3,611,844 | +49.3% | 10Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 9,116,818 | $$46M | +1,328,270 | +17.1% | 15Q | SEC ↗ |
| 15 | BANK OF NOVA SCOTIA | 7,942,535 | $$41M | +11,083 | +0.1% | 15Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 7,868,948 | $$40M | +152,052 | +2.0% | 33Q | SEC ↗ |
| 17 | NEUBERGER BERMAN GROUP LLC | 7,709,312 | $$39M | -25,588 | -0.3% | 4Q | SEC ↗ |
| 18 | D. E. Shaw & Co., Inc. | 7,517,208 | $$38M | +4,115,050 | +121.0% | 12Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO | 6,834,892 | $$35M | +57,436 | +0.8% | 2Q | SEC ↗ |
| 20 | ARIEL INVESTMENTS, LLC | 6,608,611 | $$34M | -13,033,050 | -66.4% | 6Q | SEC ↗ |
| 21 | Legal & General Group Plc | 6,388,376 | $$33M | -188,050 | -2.9% | 27Q | SEC ↗ |
| 22 | PRIVATE MANAGEMENT GROUP INC | 6,275,813 | $$32M | -85,516 | -1.3% | 8Q | SEC ↗ |
| 23 | FIRST TRUST ADVISORS LP | 5,525,283 | $$28M | -95,573 | -1.7% | 25Q | SEC ↗ |
| 24 | Vanguard Global Advisers, LLC | 5,197,093 | $$27M | +472,372 | +10.0% | 2Q | SEC ↗ |
| 25 | PICTON MAHONEY ASSET MANAGEMENT | 5,190,063 | $$26M | +309,317 | +6.3% | 5Q | SEC ↗ |
| 26 | NATIONAL BANK OF CANADA /FI | 4,914,747 | $$25M | -688,150 | -12.3% | 19Q | SEC ↗ |
| 27 | CIBC Asset Management Inc | 4,764,192 | $$24M | +516,561 | +12.2% | 39Q | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 4,700,506 | $$24M | +2,028,958 | +75.9% | 37Q | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 4,617,013 | $$24M | +2,625,126 | +131.8% | 7Q | SEC ↗ |
| 30 | Federation des caisses Desjardins du Q | 4,496,462 | $$23M | +1,605,757 | +55.5% | 38Q | SEC ↗ |
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, | 4,480,017 | $$23M | +14,478 | +0.3% | 39Q | SEC ↗ |
| 32 | TORONTO DOMINION BANK | 4,446,776 | $$23M | +697,442 | +18.6% | 39Q | SEC ↗ |
| 33 | BARCLAYS PLC | 3,746,200 | $$19M | +3,074,300 | +457.6% | 17Q | SEC ↗ |
| 34 | INTACT INVESTMENT MANAGEMENT INC. | 3,714,919 | $$19M | +412,800 | +12.5% | 39Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 3,687,289 | $$19M | +131,199 | +3.7% | 15Q | SEC ↗ |
| 36 | Man Group plc | 3,530,674 | $$18M | -1,301,620 | -26.9% | 5Q | SEC ↗ |
| 37 | CANADA PENSION PLAN INVESTMENT BOARD | 3,450,000 | $$18M | +2,700,000 | +360.0% | 3Q | SEC ↗ |
| 38 | GAMCO INVESTORS, INC. ET AL | 3,141,258 | $$16M | -60,186 | -1.9% | 9Q | SEC ↗ |
| 39 | CIBC WORLD MARKET INC. | 2,962,964 | $$15M | +279,103 | +10.4% | 39Q | SEC ↗ |
| 40 | Sixth Street Partners Management Compa NEW | 2,857,844 | $$15M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,857,844 | $$15M | +181,864 | +6.8% | 9Q | SEC ↗ |
| 42 | PRICE T ROWE ASSOCIATES INC /MD | 2,757,488 | $$14M | +576,685 | +26.4% | 2Q | SEC ↗ |
| 43 | TD Asset Management Inc | 2,604,410 | $$13M | +35,514 | +1.4% | 38Q | SEC ↗ |
| 44 | RWC Asset Management LLP | 2,317,719 | $$12M | +86,219 | +3.9% | 5Q | SEC ↗ |
| 45 | STATE STREET CORP | 2,307,600 | $$12M | -187,300 | -7.5% | 29Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 2,281,940 | $$12M | +753,321 | +49.3% | 4Q | SEC ↗ |
| 47 | GABELLI FUNDS LLC | 2,170,595 | $$11M | — | +0.0% | 15Q | SEC ↗ |
| 48 | JUPITER ASSET MANAGEMENT LTD | 2,019,617 | $$10M | — | +0.0% | 6Q | SEC ↗ |
| 49 | UBS Group AG | 1,992,874 | $$10M | -325,784 | -14.1% | 39Q | SEC ↗ |
| 50 | Trexquant Investment LP | 1,768,063 | $$9M | +774,490 | +77.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 11,021,783 | $$56M |
| Sixth Street Partners Management Co | 2,857,844 | $$15M |
| LAZARD ASSET MANAGEMENT LLC | 596,200 | $$3M |
| MARSHALL WACE, LLP | 447,342 | $$2M |
| Brooklyn Investment Group | 111,269 | $$567K |
| Treasurer of the State of North Car | 101,924 | $$520K |
| XTX Topco Ltd | 58,810 | $$300K |
| Campbell & CO Investment Adviser LL | 42,156 | $$215K |
| Bayesian Capital Management, LP | 40,800 | $$208K |
| Fieldview Capital Management, LLC | 35,658 | $$182K |
| ExodusPoint Capital Management, LP | 34,000 | $$173K |
| Aigen Investment Management, LP | 21,130 | $$108K |
| DONALDSON CAPITAL MANAGEMENT, LLC | 17,398 | $$89K |
| Nykredit A/S | 13,330 | $$68K |
| Concurrent Investment Advisors, LLC | 12,700 | $$65K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,110 | $$26K |
| Clearstead Advisors, LLC | 4,304 | $$22K |
| First Bancorp, Inc /ME | 3,671 | $$19K |
| Hillsdale Investment Management Inc | 1,450 | $$7K |
| Integrated Wealth Concepts LLC | 1,020 | $$5K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corvex Management LP | 6,183,855 | $$32M |
| Callodine Capital Management, LP | 5,749,636 | $$29M |
| MANNING & NAPIER ADVISORS LLC | 1,375,000 | $$7M |
| Y-Intercept (Hong Kong) Ltd | 870,445 | $$4M |
| Yaupon Capital Management LP | 866,736 | $$4M |
| ARS Investment Partners, LLC | 863,660 | $$4M |
| Quadrature Capital Ltd | 802,428 | $$4M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 770,878 | $$4M |
| Triasima Portfolio Management inc. | 622,325 | $$3M |
| K2 PRINCIPAL FUND, L.P. | 600,000 | $$3M |
| Anson Funds Management LP | 500,000 | $$3M |
| SUSQUEHANNA ADVISORS GROUP, INC. | 386,400 | $$2M |
| Empowered Funds, LLC | 295,515 | $$2M |
| Jump Financial, LLC | 203,834 | $$1M |
| Gotham Asset Management, LLC | 199,820 | $$1M |
| Thrivent Financial for Lutherans | 154,764 | $$789K |
| Maven Securities LTD | 120,890 | $$617K |
| Tidal Investments LLC | 107,474 | $$548K |
| WASHINGTON CAPITAL MANAGEMENT, INC | 59,800 | $$305K |
| Aquatic Capital Management LLC | 56,885 | $$290K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EdgePoint Investment Group Inc. | +6,902,022 | +8.5% | 88,374,416 |
| MORGAN STANLEY | +4,268,297 | +60.2% | 11,360,898 |
| D. E. Shaw & Co., Inc. | +4,115,050 | +121.0% | 7,517,208 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +3,611,844 | +49.3% | 10,933,107 |
| BARCLAYS PLC | +3,074,300 | +457.6% | 3,746,200 |
| CANADA PENSION PLAN INVESTMENT BOAR | +2,700,000 | +360.0% | 3,450,000 |
| Qube Research & Technologies Ltd | +2,625,126 | +131.8% | 4,617,013 |
| Mitsubishi UFJ Trust & Banking Corp | +2,166,449 | +17.1% | 14,817,756 |
| Russell Investments Group, Ltd. | +2,028,958 | +75.9% | 4,700,506 |
| Federation des caisses Desjardins d | +1,605,757 | +55.5% | 4,496,462 |
| GOLDMAN SACHS GROUP INC | +1,328,270 | +17.1% | 9,116,818 |
| FIL Ltd | +1,220,000 | +3.2% | 39,334,903 |
| TWO SIGMA INVESTMENTS, LP | +857,427 | +325.4% | 1,120,966 |
| Trexquant Investment LP | +774,490 | +77.9% | 1,768,063 |
| CITADEL ADVISORS LLC | +753,321 | +49.3% | 2,281,940 |
| TORONTO DOMINION BANK | +697,442 | +18.6% | 4,446,776 |
| Clearbridge Investments, LLC | +660,696 | +5.1% | 13,497,531 |
| BlackRock, Inc. | +581,792 | +49.1% | 1,767,727 |
| PRICE T ROWE ASSOCIATES INC /MD | +576,685 | +26.4% | 2,757,488 |
| CIBC Asset Management Inc | +516,561 | +12.2% | 4,764,192 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ARIEL INVESTMENTS, LLC | -13,033,050 | -66.4% | 6,608,611 |
| ROYAL BANK OF CANADA | -8,411,366 | -40.9% | 12,142,876 |
| Packer & Co Ltd | -4,223,557 | -93.6% | 289,556 |
| Invesco Ltd. | -3,843,489 | -93.7% | 259,001 |
| CIDEL ASSET MANAGEMENT INC | -3,509,142 | -99.2% | 26,776 |
| JPMORGAN CHASE & CO | -2,675,303 | -91.4% | 251,164 |
| Alberta Investment Management Corp | -2,189,600 | -92.1% | 187,540 |
| Connor, Clark & Lunn Investment Man | -2,135,676 | -71.6% | 847,500 |
| PRINCIPAL FINANCIAL GROUP INC | -2,066,562 | -15.2% | 11,567,342 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | -1,777,929 | -55.5% | 1,426,096 |
| Man Group plc | -1,301,620 | -26.9% | 3,530,674 |
| RENAISSANCE TECHNOLOGIES LLC | -856,537 | -44.0% | 1,091,255 |
| NATIONAL BANK OF CANADA /FI | -688,150 | -12.3% | 4,914,747 |
| UBS Group AG | -325,784 | -14.1% | 1,992,874 |
| MILLENNIUM MANAGEMENT LLC | -243,926 | -86.3% | 38,595 |
| Northwest & Ethical Investments L.P | -200,133 | -21.3% | 739,919 |
| Legal & General Group Plc | -188,050 | -2.9% | 6,388,376 |
| STATE STREET CORP | -187,300 | -7.5% | 2,307,600 |
| SIG North Trading, ULC | -148,241 | -59.2% | 102,322 |
| CANADA LIFE ASSURANCE Co | -131,820 | -58.1% | 95,058 |