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Cenovus Energy

411 hedge funds and large institutions have $16.3B invested in Cenovus Energy in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 118 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

13% more call options, than puts

Call options by funds: $213M | Put options by funds: $188M

6% more funds holding

Funds holding: 388411 (+23)

0.34% more ownership

Funds ownership: 50.95%51.29% (+0.34%)

16% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 141

19% less capital invested

Capital invested by funds: $20.2B → $16.3B (-$3.92B)

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
411
Holders Change
+23
Holders Change %
+5.93%
% of All Funds
5.99%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.23%
New
79
Increased
118
Reduced
141
Closed
51
Calls
$213M
Puts
$188M
Net Calls
+$24.5M
Net Calls Change
-$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
376
UMB Bank
Missouri
$6.66K -$11K -600 -60%
SVCP
377
Silicon Valley Capital Partners
California
$6.55K +$18 +1 +0.3%
NA
378
NewEdge Advisors
Louisiana
$4.76K
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$4.16K
IGWM
380
ICA Group Wealth Management
Colorado
$4.16K +$4.58K +250 New
ACA
381
American Capital Advisory
Idaho
$3.86K +$4.25K +232 New
TCOV
382
Trust Company of Vermont
Vermont
$3.65K +$2.09K +114 +109%
EC
383
EdgeRock Capital
Colorado
$3.53K +$4.08K +223 New
ETC
384
Exchange Traded Concepts
Oklahoma
$3.33K -$1.56K -85 -30%
BMC
385
Bear Mountain Capital
Washington
$3.06K +$3.66K +200 New
SPIA
386
Steward Partners Investment Advisory
New York
$2.88K
CHA
387
Carmichael Hill & Associates
Maryland
$2.75K
PWA
388
Provenance Wealth Advisors
Florida
$2.21K
FGAM
389
Financial Gravity Asset Management
Texas
$2.04K
PCM
390
Penserra Capital Management
California
$2K -$55 -3 -2%
CFD
391
Creative Financial Designs
Indiana
$1.92K +$2.11K +115 New
AIC
392
Archer Investment Corporation
Indiana
$1.9K
AF
393
Advisornet Financial
Minnesota
$1.78K +$1.96K +107 New
CAM
394
Creekmur Asset Management
Illinois
$1.72K +$1.89K +103 New
WT
395
Whittier Trust
California
$1.7K
VWA
396
Valued Wealth Advisors
Utah
$1.67K +$1.47K +80 New
NSG
397
Nalls Sherbakoff Group
Tennessee
$1.67K
TSWM
398
Tyler-Stone Wealth Management
Ohio
$1.67K
CFGS
399
Concourse Financial Group Securities
Alabama
$1.2K +$1.32K +72 New
TFGT
400
TS Financial Group (TSFG)
Illinois
$1K

CVE Hedge Fund Activity: Q4 2023 in Review

411 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q4 2023, worth a combined $16.3B — down 19% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new CVE positions and 51 closed out — a net gain of 28 holders — while 118 added to existing stakes and 141 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $369M. The largest seller was Capital Research Global Investors, cutting an estimated $1.14B.

  • 411 institutional investors held Cenovus Energy (CVE) as of Q4 2023, up from 388 in Q3 2023.
  • Funds reported $16.3B of Cenovus Energy stock for Q4 2023, down 19% quarter-over-quarter.
  • 79 funds opened new Cenovus Energy positions in Q4 2023 and 51 closed out, a net change of +28 holders.
  • The largest Cenovus Energy buyer in Q4 2023 was Morgan Stanley, an estimated $369M added.
  • The largest Cenovus Energy seller in Q4 2023 was Capital Research Global Investors, an estimated $1.14B sold.

Based on aggregated 13F filings for Q4 2023.