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Cenovus Energy

307 hedge funds and large institutions have $9.1B invested in Cenovus Energy in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 102

1.89% more ownership

Funds ownership: 63.12%65.01% (+1.9%)

3% less funds holding

Funds holding: 318307 (-11)

8% less capital invested

Capital invested by funds: $9.9B → $9.1B (-$802M)

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

25% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $36.9M

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
8.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
33
Increased
122
Reduced
102
Closed
41
Calls
$27.6M
Puts
$36.9M
Net Calls
-$9.3M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$815M +$154M +8,351,938 +21%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$620M -$8.41M -455,610 -1%
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$555M +$60M +3,251,004 +14%
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$482M +$61.4M +3,325,695 +13%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$475M -$26.5M -1,438,010 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$432M +$118M +6,379,000 +33%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$415M -$110M -5,971,686 -20%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$376M -$28.4M -1,539,434 -6%
BAM
9
Burgundy Asset Management
Ontario, Canada
$281M +$14.3M +773,600 +5%
Invesco
10
Invesco
Georgia
$271M +$23.5M +1,272,210 +9%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$268M +$136M +7,371,117 +87%
CGT
12
Capital Guardian Trust
California
$208M +$85.4M +4,629,407 +60%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$200M +$16.9M +915,600 +8%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$179M +$8.6M +466,197 +5%
Vanguard Group
15
Vanguard Group
Pennsylvania
$176M +$193M +10,441,050 New
Franklin Resources
16
Franklin Resources
California
$174M -$2.45M -132,585 -1%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$167M -$2.91M -157,911 -2%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$164M +$66.1M +3,582,106 +58%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$156M -$31.3M -1,695,550 -15%
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$154M +$62M +3,362,259 +58%
Canada Life
21
Canada Life
Manitoba, Canada
$142M +$14.7M +794,569 +10%
Norges Bank
22
Norges Bank
Norway
$122M +$9.35M +506,940 +8%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$115M +$12.9M +697,204 +11%
Capital International Investors
24
Capital International Investors
California
$107M +$29.6M +1,601,771 +34%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$85.3M -$24M -1,300,218 -20%

CVE Hedge Fund Activity: Q1 2015 in Review

307 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q1 2015, worth a combined $9.1B — down 8.1% from $9.9B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CVE and 33 opened new positions — a net loss of 8 holders — while 102 trimmed existing stakes and 122 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $193M. The largest seller was 1832 Asset Management, cutting an estimated $130M.

  • 307 institutional investors held Cenovus Energy (CVE) as of Q1 2015, down from 318 in Q4 2014.
  • Funds reported $9.1B of Cenovus Energy stock for Q1 2015, down 8.1% quarter-over-quarter.
  • 33 funds opened new Cenovus Energy positions in Q1 2015 and 41 closed out, a net change of -8 holders.
  • The largest Cenovus Energy buyer in Q1 2015 was Vanguard Group, an estimated $193M added.
  • The largest Cenovus Energy seller in Q1 2015 was 1832 Asset Management, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2015.