undamentalytics Newsletter

Algonquin Power & Utilities Corp.: which funds bought and sold

Institutions that bought and sold Algonquin Power & Utilities shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 123 institutions that filed 13F reports for both quarters added to or opened positions in Algonquin Power & Utilities, and 98 cut or closed them. Together they sold a net 578K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.4M shares (+2.5%); index fund managers were net buyers of 738K shares (+2.0%). 20 opened a new position and 30 sold out entirely.

Bought, Q2 2026 123 institutions, 20 of them new holders Sold, Q2 2026 98 institutions, 30 of them sold out
Net change, all compared −578K shares (−0.1%)
Net change, active managers +6.4M shares (+2.5%), 24 bought, 14 sold

Buyers versus sellers

institutions compared, 265
Active managers and hedge funds 24 bought · 14 sold · +6.4M
Index fund managers 6 bought · 2 sold · +738K
Other institutions 93 bought · 82 sold · −7.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Edgepoint Investment Group Inc. Active manager +6.9M +8.5% 88.4M $519M
Morgan Stanley +4.3M +60.2% 11.4M $66.6M
D. E. Shaw & Co., Inc. Hedge fund +4.1M +121.0% 7.5M $44.1M
Arrowstreet Capital, Limited Partnership Hedge fund +3.6M +49.3% 10.9M $64.2M
Barclays PLC +3.1M +457.6% 3.7M $22M
Canada Pension Plan Investment Board +2.7M +360.0% 3.5M $20.3M
Qube Research & Technologies Ltd Hedge fund +2.6M +131.8% 4.6M $27.1M
Mitsubishi Ufj Trust & Banking Corp +2.2M +17.1% 14.8M $87.1M
Russell Investments Group, Ltd. +2.0M +75.9% 4.7M $27.6M
Federation Des Caisses Desjardins Du Quebec +1.6M +55.5% 4.5M $26.3M
Goldman Sachs Group Inc +1.3M +17.1% 9.1M $53.4M
Fil Ltd Active manager +1.2M +3.2% 39.3M $231M
Two Sigma Investments, LP Hedge fund +857K +325.4% 1.1M $6.6M
Trexquant Investment LP Hedge fund +774K +77.9% 1.8M $10.4M
Citadel Advisors LLC Hedge fund +753K +49.3% 2.3M $13.4M
Toronto Dominion Bank +697K +18.6% 4.4M $26.1M
Clearbridge Investments, LLC Active manager +661K +5.1% 13.5M $79.1M
Lazard Asset Management LLC Active manager +596K New position 596K $3.5M
Blackrock, Inc. Index funds +582K +49.1% 1.8M $10.4M
Price T Rowe Associates Inc Active manager +577K +26.4% 2.8M $16.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Ariel Investments, LLC Active manager −13.0M −66.4% 6.6M $38.7M
Royal Bank Of Canada −8.4M −40.9% 12.1M $71.2M
Invesco Ltd. −3.8M −93.7% 259K $1.5M
Cidel Asset Management Inc −3.5M −99.2% 27K $157,400
Jpmorgan Chase & Co −2.7M −91.4% 251K $1.5M
Alberta Investment Management Corp −2.2M −92.1% 188K $1.1M
Connor, Clark & Lunn Investment Management Ltd. −2.1M −71.6% 848K $5M
Principal Financial Group Inc −2.1M −15.2% 11.6M $67.9M
Public Employees Retirement System Of Ohio −1.8M −55.5% 1.4M $8.4M
Man Group PLC Hedge fund −1.3M −26.9% 3.5M $20.7M
Anson Funds Management LP Hedge fund −1.0M Sold out 0 —
Renaissance Technologies LLC Hedge fund −857K −44.0% 1.1M $6.4M
Quadrature Capital Ltd Hedge fund −802K Sold out 0 —
National Bank Of Canada −688K −12.3% 4.9M $28.9M
Triasima Portfolio Management Inc. −622K Sold out 0 —
K2 Principal Fund, L.P. −600K Sold out 0 —
Susquehanna Advisors Group, Inc. −386K Sold out 0 —
UBS Group AG −326K −14.1% 2.0M $11.7M
Millennium Management LLC Hedge fund −244K −86.3% 39K $226,167
Northwest & Ethical Investments L.P. −200K −21.3% 740K $4.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Lazard Asset Management LLCActive manager 596K $3.5M
Marshall Wace, LLPHedge fund 447K $2.6M
Treasurer Of The State Of North Carolina 102K $597,000
Xtx Topco Ltd 59K $344,627
Campbell & Co Investment Adviser LLC 42K $247,034
Bayesian Capital Management, LP 41K $239,088
Fieldview Capital Management, LLC 36K $209,686
Exoduspoint Capital Management, LPHedge fund 34K $199,240
Aigen Investment Management, LP 21K $123,822
Donaldson Capital Management, LLC 17K $101,952

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Anson Funds Management LPHedge fund 1.0M $6.1M
Quadrature Capital LtdHedge fund 802K $4.9M
Triasima Portfolio Management Inc. 622K $3.8M
K2 Principal Fund, L.P. 600K $3.7M
Susquehanna Advisors Group, Inc. 386K $2.4M
Gotham Asset Management, LLCHedge fund 200K $1.2M
Thrivent Financial For Lutherans 155K $945,000
Tidal Investments LLC 107K $659,890
Aquatic Capital Management LLC 57K $349,274
Dynamic Technology Lab Private Ltd 49K $300,657

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
238
Ten largest holders
55.7%
of 13F-reported shares
Index fund managers
7.1%
of 13F-reported shares
Active managers and hedge funds
49.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 14 3 6 +6.4M +2.5%
Index fund managers 6 2 0 0 +738K +2.0%
Other institutions 93 82 17 24 −7.8M −3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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