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Cenovus Energy

409 hedge funds and large institutions have $19.2B invested in Cenovus Energy in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 119 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

60% more call options, than puts

Call options by funds: $387M | Put options by funds: $242M

36% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 119

18% more capital invested

Capital invested by funds: $16.3B → $19.2B (+$2.92B)

5% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 59

0.4% less ownership

Funds ownership: 51.29%50.88% (-0.4%)

0% less funds holding

Funds holding: 411409 (-2)

Holders
409
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.89%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.37%
New
62
Increased
162
Reduced
119
Closed
59
Calls
$387M
Puts
$242M
Net Calls
+$145M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$139M -$6.99M -409,413 -6%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$138M -$22.4M -1,310,655 -16%
Invesco
28
Invesco
Georgia
$138M -$2.59M -151,894 -2%
MIM
29
Merewether Investment Management
Texas
$135M +$115M +6,754,998 New
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$130M +$44.3M +2,595,542 +67%
NP
31
Ninepoint Partners
Ontario, Canada
$126M -$49.5M -2,900,000 -32%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$114M +$4.11M +240,891 +4%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$113M +$1.9M +111,273 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$109M -$3.93M -230,070 -4%
LBA
35
Letko, Brosseau & Associates
Quebec, Canada
$103M -$2.66M -155,557 -3%
Morgan Stanley
36
Morgan Stanley
New York
$96.2M -$430M -25,208,718 -84%
Amundi
37
Amundi
France
$92.3M +$1.68M +98,373 +2%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$87.2M +$10.3M +601,715 +23%
SCM
39
Smead Capital Management
Arizona
$86.4M +$63.5M +3,717,198 +615%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.3M +$12.1M +706,621 +28%
Swiss National Bank
41
Swiss National Bank
Switzerland
$84.8M -$6.58M -385,100 -8%
CF
42
Canoe Financial
Alberta, Canada
$80.3M +$60.3M +3,529,699 +950%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$79M -$700K -40,988 -1%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
$78.7M +$43.7M +2,556,250 +185%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$78.4M +$3.73M +218,415 +6%
Deutsche Bank
46
Deutsche Bank
Germany
$77.9M +$17.6M +1,027,936 +36%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$77.3M +$65.6M +3,843,809 +18,864%
Toronto Dominion Bank
48
Toronto Dominion Bank
Ontario, Canada
$73.1M -$33.1M -1,940,611 -35%
IIM
49
Intact Investment Management
Quebec, Canada
$65.9M +$12M +703,503 +27%
MI
50
MMCAP International
Cayman Islands
$64.9M

CVE Hedge Fund Activity: Q1 2024 in Review

409 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q1 2024, worth a combined $19.2B — up 18% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CVE positions and 59 closed out — a net gain of 3 holders — while 162 added to existing stakes and 119 trimmed.

The largest buyer was Capital International Investors, adding an estimated $396M. The largest seller was Capital World Investors, cutting an estimated $496M.

  • 409 institutional investors held Cenovus Energy (CVE) as of Q1 2024, down from 411 in Q4 2023.
  • Funds reported $19.2B of Cenovus Energy stock for Q1 2024, up 18% quarter-over-quarter.
  • 62 funds opened new Cenovus Energy positions in Q1 2024 and 59 closed out, a net change of +3 holders.
  • The largest Cenovus Energy buyer in Q1 2024 was Capital International Investors, an estimated $396M added.
  • The largest Cenovus Energy seller in Q1 2024 was Capital World Investors, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2024.