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Canadian Natural Resources

602 hedge funds and large institutions have $61.7B invested in Canadian Natural Resources in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3848 (+10)

25% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 187

17% more capital invested

Capital invested by funds: $52.7B → $61.7B (+$9.01B)

7% more funds holding

Funds holding: 563602 (+39)

2.51% more ownership

Funds ownership: 148.11%150.61% (+2.5%)

28% less call options, than puts

Call options by funds: $413M | Put options by funds: $576M

Holders
602
Holders Change
+39
Holders Change %
+6.93%
% of All Funds
8.67%
Holding in Top 10
48
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+26.32%
% of All Funds
0.69%
New
93
Increased
233
Reduced
187
Closed
47
Calls
$413M
Puts
$576M
Net Calls
-$163M
Net Calls Change
+$1.65B
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$11B +$45.8M +1,369,064 +0.5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.01B -$315M -9,404,978 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.91B +$440M +13,167,222 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.4B -$22.7M -678,154 -0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.34B +$47.8M +1,428,692 +2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.22B +$104M +3,105,270 +6%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$1.9B +$670M +20,033,982 +67%
Fidelity International
8
Fidelity International
Bermuda
$1.84B +$48M +1,435,124 +3%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.66B +$7.58M +226,598 +0.5%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$1.64B +$6.29M +188,022 +0.4%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$1.2B +$4.24M +126,772 +0.4%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$1.2B +$186M +5,549,572 +22%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$1.18B -$24.7M -738,324 -2%
YAM
14
Yacktman Asset Management
Texas
$1.15B +$7.23M +216,238 +0.7%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$1.15B -$458M -13,685,552 -31%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02B +$2.52M +75,326 +0.3%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$903M +$20.5M +612,124 +3%
GQG Partners
18
GQG Partners
Florida
$757M +$160M +4,775,130 +32%
Goldman Sachs
19
Goldman Sachs
New York
$729M +$270M +8,070,442 +73%
Capital International Investors
20
Capital International Investors
California
$683M -$58.2M -1,739,762 -9%
Bank of America
21
Bank of America
North Carolina
$595M -$389M -11,630,674 -43%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$539M -$20.1M -599,914 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$519M +$7.22M +215,978 +2%
Morgan Stanley
24
Morgan Stanley
New York
$496M -$279M -8,326,078 -39%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$469M +$27.1M +811,614 +7%

CNQ Hedge Fund Activity: Q1 2024 in Review

602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Canadian Natural Resources (CNQ) for Q1 2024, worth a combined $61.7B — up 17% from $52.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CNQ positions and 47 closed out — a net gain of 46 holders — while 233 added to existing stakes and 187 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $670M. The largest seller was CIBC World Market, cutting an estimated $458M.

  • 602 institutional investors held Canadian Natural Resources (CNQ) as of Q1 2024, up from 563 in Q4 2023.
  • Funds reported $61.7B of Canadian Natural Resources stock for Q1 2024, up 17% quarter-over-quarter.
  • 93 funds opened new Canadian Natural Resources positions in Q1 2024 and 47 closed out, a net change of +46 holders.
  • The largest Canadian Natural Resources buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $670M added.
  • The largest Canadian Natural Resources seller in Q1 2024 was CIBC World Market, an estimated $458M sold.

Based on aggregated 13F filings for Q1 2024.