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Canadian Natural Resources

311 hedge funds and large institutions have $13.9B invested in Canadian Natural Resources in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $28.4M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

26% more capital invested

Capital invested by funds: $11.1B → $13.9B (+$2.83B)

3% more funds holding

Funds holding: 301311 (+10)

2.07% less ownership

Funds ownership: 140.48%138.41% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 117

Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
6.38%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
50
Increased
103
Reduced
117
Closed
39
Calls
$45.1M
Puts
$28.4M
Net Calls
+$16.7M
Net Calls Change
-$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B +$117M +14,456,854 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.09B -$108M -13,337,376 -9%
Fidelity International
3
Fidelity International
Bermuda
$981M +$74.2M +9,183,013 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$659M -$9.75M -1,206,969 -2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$462M -$121M -15,027,383 -21%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$436M -$26M -3,213,545 -6%
Invesco
7
Invesco
Georgia
$434M -$48.1M -5,955,368 -10%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$381M -$69.6M -8,615,974 -16%
Capital International Investors
9
Capital International Investors
California
$361M -$96.5M -11,953,155 -22%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$313M +$101M +12,505,402 +51%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$311M
PIF
12
Public Investment Fund
Saudi Arabia
$299M -$214M -26,517,167 -43%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$230M -$18.8M -2,330,918 -8%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$217M -$3.31M -410,436 -2%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$206M +$7.96M +985,410 +4%
Franklin Resources
16
Franklin Resources
California
$203M -$52.4M -6,488,612 -22%
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$202M -$13.6M -1,683,725 -7%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$200M +$4.65M +575,695 +3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$190M +$7.16M +886,880 +4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$189M -$5.53M -684,989 -3%
BGC
21
Beutel, Goodman & Co
Ontario, Canada
$177M -$8.3M -1,028,151 -5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$160M +$7.73M +957,446 +5%
Ameriprise
23
Ameriprise
Minnesota
$159M +$64.6M +7,995,526 +75%
Canada Life
24
Canada Life
Manitoba, Canada
$158M +$10.3M +1,277,079 +7%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$136M -$35.5M -4,394,739 -21%

CNQ Hedge Fund Activity: Q2 2020 in Review

311 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Canadian Natural Resources (CNQ) for Q2 2020, worth a combined $13.9B — up 26% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CNQ positions and 39 closed out — a net gain of 11 holders — while 103 added to existing stakes and 117 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $117M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $315M.

  • 311 institutional investors held Canadian Natural Resources (CNQ) as of Q2 2020, up from 301 in Q1 2020.
  • Funds reported $13.9B of Canadian Natural Resources stock for Q2 2020, up 26% quarter-over-quarter.
  • 50 funds opened new Canadian Natural Resources positions in Q2 2020 and 39 closed out, a net change of +11 holders.
  • The largest Canadian Natural Resources buyer in Q2 2020 was Capital Research Global Investors, an estimated $117M added.
  • The largest Canadian Natural Resources seller in Q2 2020 was Jarislowsky, Fraser Ltd, an estimated $315M sold.

Based on aggregated 13F filings for Q2 2020.