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Cenovus Energy

417 hedge funds and large institutions have $18.2B invested in Cenovus Energy in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 154 increasing their positions, 144 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $341M | Put options by funds: $231M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more funds holding

Funds holding: 409417 (+8)

7% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 144

1.55% less ownership

Funds ownership: 50.88%49.34% (-1.5%)

5% less capital invested

Capital invested by funds: $19.2B → $18.2B (-$1.05B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
417
Holders Change
+8
Holders Change %
+1.96%
% of All Funds
6.02%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.3%
New
58
Increased
154
Reduced
144
Closed
42
Calls
$341M
Puts
$231M
Net Calls
+$109M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
26
Ninepoint Partners
Ontario, Canada
$147M +$24.3M +1,200,000 +19%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$146M +$150M +7,396,013 +22,397%
JP Morgan Chase
28
JP Morgan Chase
New York
$134M -$2.65M -131,086 -2%
Invesco
29
Invesco
Georgia
$134M -$1.9M -94,134 -1%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119M +$56.5M +2,794,397 +87%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$117M +$4.18M +206,875 +4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$110M -$18.5M -912,807 -14%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$106M -$5.49M -271,410 -5%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$105M -$155M -7,675,719 -59%
Legal & General Group
35
Legal & General Group
United Kingdom
$103M -$4.27M -211,343 -4%
MIM
36
Merewether Investment Management
Texas
$101M -$32.7M -1,619,200 -24%
LBA
37
Letko, Brosseau & Associates
Quebec, Canada
$97.9M -$3.72M -183,863 -4%
Fidelity International
38
Fidelity International
Bermuda
$96.6M -$184M -9,115,479 -65%
Morgan Stanley
39
Morgan Stanley
New York
$95.9M +$1.31M +64,877 +1%
Amundi
40
Amundi
France
$92.1M +$2.23M +110,193 +2%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$90.6M +$89.2M +4,413,405 +2,236%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$87.2M +$89.5M +4,426,891 +32,792%
Swiss National Bank
43
Swiss National Bank
Switzerland
$82.4M -$963K -47,600 -1%
Deutsche Bank
44
Deutsche Bank
Germany
$79.7M +$3.21M +158,651 +4%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$79.2M +$2.17M +107,367 +3%
CF
46
Canoe Financial
Alberta, Canada
$77.9M -$130K -6,450 -0.2%
RIA
47
Recurrent Investment Advisors
Texas
$73.8M +$13M +641,526 +21%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$71M +$8.06M +398,603 +13%
MGP
49
M&G plc
United Kingdom
$69M +$25.3M +1,251,855 +56%
Charles Schwab
50
Charles Schwab
California
$64.5M +$66.4M +3,284,171 New

CVE Hedge Fund Activity: Q2 2024 in Review

417 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q2 2024, worth a combined $18.2B — down 5.5% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CVE positions and 42 closed out — a net gain of 16 holders — while 154 added to existing stakes and 144 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $292M. The largest seller was Goldman Sachs, cutting an estimated $413M.

  • 417 institutional investors held Cenovus Energy (CVE) as of Q2 2024, up from 409 in Q1 2024.
  • Funds reported $18.2B of Cenovus Energy stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 58 funds opened new Cenovus Energy positions in Q2 2024 and 42 closed out, a net change of +16 holders.
  • The largest Cenovus Energy buyer in Q2 2024 was Arrowstreet Capital, an estimated $292M added.
  • The largest Cenovus Energy seller in Q2 2024 was Goldman Sachs, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2024.