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Canadian Natural Resources

346 hedge funds and large institutions have $26.4B invested in Canadian Natural Resources in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $132M | Put options by funds: $71.2M

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

23% more capital invested

Capital invested by funds: $21.4B → $26.4B (+$4.96B)

2.71% more ownership

Funds ownership: 137.43%140.14% (+2.7%)

1% more funds holding

Funds holding: 341346 (+5)

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 128

Holders
346
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
6.82%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.57%
New
55
Increased
103
Reduced
128
Closed
38
Calls
$132M
Puts
$71.2M
Net Calls
+$60.8M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMIC
51
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$74.9M +$22.5M +1,653,637 +54%
Morgan Stanley
52
Morgan Stanley
New York
$73.3M +$10.1M +740,242 +19%
AIM
53
ARGA Investment Management
Connecticut
$70.9M -$6M -441,276 -9%
VPI
54
Value Partners Investments
Manitoba, Canada
$70.4M +$60.4M +4,447,519 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$68.2M -$38.3M -2,819,424 -40%
BCIM
56
British Columbia Investment Management
British Columbia, Canada
$66.8M -$3.35M -246,613 -6%
PC
57
Polar Capital
United Kingdom
$66.7M -$15.8M -1,163,062 -24%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.3M +$433K +31,864 +0.8%
Bank of America
59
Bank of America
North Carolina
$65.1M -$2.54M -187,254 -4%
LM
60
Lincluden Management
Ontario, Canada
$62.3M -$2.69M -197,829 -5%
Man Group
61
Man Group
United Kingdom
$60.2M -$12.5M -918,146 -19%
ISL
62
Ingalls & Snyder LLC
New York
$59.3M -$1.49M -109,353 -3%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$57.7M +$48.3M +3,556,582 +7,433%
SC
64
Scotia Capital
Ontario, Canada
$57.6M -$431K -31,755 -0.9%
JWBC
65
John W. Bristol & Co
New York
$56.8M -$645K -47,469 -1%
AC
66
Addenda Capital
Quebec, Canada
$55M +$5.01M +368,785 +12%
CAM
67
Cidel Asset Management
Ontario, Canada
$53.8M +$748K +55,065 +2%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.8M -$13.3M -976,076 -22%
SRAIM
69
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$52.7M -$16.8M -1,236,493 -27%
CS
70
Credit Suisse
Switzerland
$52.4M -$6.33M -465,586 -12%
PPA
71
Parametric Portfolio Associates
Washington
$50M -$375K -27,633 -0.9%
First Manhattan
72
First Manhattan
New York
$47.8M -$11.5M -849,678 -22%
CI Investments Inc
73
CI Investments Inc
Ontario, Canada
$47.7M +$19.4M +1,425,788 +90%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$45.6M -$1.68M -123,974 -4%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$45.3M +$20.1M +1,475,876 +107%

CNQ Hedge Fund Activity: Q4 2019 in Review

346 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Natural Resources (CNQ) for Q4 2019, worth a combined $26.4B — up 23% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CNQ positions and 38 closed out — a net gain of 17 holders — while 103 added to existing stakes and 128 trimmed.

The largest buyer was Fidelity International, adding an estimated $553M. The largest seller was Royal Bank of Canada, cutting an estimated $210M.

  • 346 institutional investors held Canadian Natural Resources (CNQ) as of Q4 2019, up from 341 in Q3 2019.
  • Funds reported $26.4B of Canadian Natural Resources stock for Q4 2019, up 23% quarter-over-quarter.
  • 55 funds opened new Canadian Natural Resources positions in Q4 2019 and 38 closed out, a net change of +17 holders.
  • The largest Canadian Natural Resources buyer in Q4 2019 was Fidelity International, an estimated $553M added.
  • The largest Canadian Natural Resources seller in Q4 2019 was Royal Bank of Canada, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2019.