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Cenovus Energy

265 hedge funds and large institutions have $8.19B invested in Cenovus Energy in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $7.03M | Put options by funds: $3.57M

3% more capital invested

Capital invested by funds: $7.99B → $8.19B (+$200M)

0.62% less ownership

Funds ownership: 68.86%68.24% (-0.62%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1% less funds holding

Funds holding: 269265 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
7.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
24
Increased
70
Reduced
108
Closed
26
Calls
$7.03M
Puts
$3.57M
Net Calls
+$3.46M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$741M +$28.7M +2,011,958 +4%
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$607M -$1.8M -126,255 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$464M -$40.7M -2,851,500 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$445M
TD Asset Management
5
TD Asset Management
Ontario, Canada
$404M +$1.19M +83,455 +0.3%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$363M -$1.36M -95,181 -0.4%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$361M +$4.51M +315,758 +1%
Invesco
8
Invesco
Georgia
$361M +$7.4M +518,296 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$333M +$31.2M +2,188,441 +10%
BAM
10
Burgundy Asset Management
Ontario, Canada
$329M -$8.35M -585,071 -2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$258M +$6.89M +482,715 +3%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$194M +$1.78M +124,675 +0.9%
Pzena Investment Management
13
Pzena Investment Management
New York
$192M -$16.5M -1,155,462 -8%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$168M -$7.92M -554,384 -5%
IGIM
15
I.G. Investment Management
Manitoba, Canada
$160M +$80.3M +5,622,642 +101%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$151M +$1.54M +108,184 +1%
Franklin Resources
17
Franklin Resources
California
$143M +$3.99M +279,713 +3%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$138M +$19.1M +1,334,807 +16%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$119M +$2.81M +196,523 +2%
Norges Bank
20
Norges Bank
Norway
$108M -$1.17M -82,121 -1%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103M +$55.2M +3,866,900 +116%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$94M -$5.74K -402 -0%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$88.3M +$19.4M +1,358,300 +41%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$84.4M -$40.3M -2,824,382 -32%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$82.6M -$8.39M -587,803 -9%

CVE Hedge Fund Activity: Q3 2016 in Review

265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q3 2016, worth a combined $8.19B — up 2.5% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVE and 24 opened new positions — a net loss of 2 holders — while 108 trimmed existing stakes and 70 added.

The largest buyer was I.G. Investment Management, adding an estimated $80.3M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $47.8M sold.

  • 265 institutional investors held Cenovus Energy (CVE) as of Q3 2016, down from 269 in Q2 2016.
  • Funds reported $8.19B of Cenovus Energy stock for Q3 2016, up 2.5% quarter-over-quarter.
  • 24 funds opened new Cenovus Energy positions in Q3 2016 and 26 closed out, a net change of -2 holders.
  • The largest Cenovus Energy buyer in Q3 2016 was I.G. Investment Management, an estimated $80.3M added.
  • The largest Cenovus Energy seller in Q3 2016 was Alyeska Investment Group, an estimated $47.8M sold.

Based on aggregated 13F filings for Q3 2016.