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Cenovus Energy

378 hedge funds and large institutions have $14.4B invested in Cenovus Energy in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $236M | Put options by funds: $120M

28% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 121

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

1% more funds holding

Funds holding: 374378 (+4)

0.14% less ownership

Funds ownership: 49.39%49.25% (-0.14%)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

21% less capital invested

Capital invested by funds: $18.2B → $14.4B (-$3.86B)

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.51%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.33%
New
44
Increased
155
Reduced
121
Closed
37
Calls
$236M
Puts
$120M
Net Calls
+$117M
Net Calls Change
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$2B +$141M +7,927,214 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B -$343M -19,313,064 -18%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.25B -$495M -27,860,739 -25%
SCP
4
Soroban Capital Partners
New York
$799M +$28.8M +1,619,040 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$638M +$15.5M +869,663 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$633M +$335M +18,880,821 +85%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$613M -$21.8M -1,226,978 -3%
Fidelity International
8
Fidelity International
Bermuda
$574M -$14.9M -840,317 -2%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$545M -$2.52M -142,016 -0.4%
ECU
10
Egerton Capital (UK)
United Kingdom
$449M +$194M +10,897,650 +59%
Boston Partners
11
Boston Partners
Massachusetts
$397M +$64.7M +3,640,145 +19%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$282M +$4.17M +234,956 +1%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$244M -$19.9M -1,118,929 -7%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$219M +$34.6M +1,948,180 +16%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$191M -$75.1M -4,227,673 -25%
Holocene Advisors
16
Holocene Advisors
New York
$166M +$94.1M +5,298,283 +96%
JP Morgan Chase
17
JP Morgan Chase
New York
$145M -$856K -48,185 -0.5%
Bank of America
18
Bank of America
North Carolina
$137M +$87.9M +4,945,303 +125%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132M +$4.33M +243,741 +3%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$130M +$151M +8,477,225 New
CIBC World Market
21
CIBC World Market
Ontario, Canada
$126M -$6M -337,811 -4%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$124M +$86.9M +4,889,688 +152%
Capital International Investors
23
Capital International Investors
California
$124M +$26.7M +1,500,036 +23%
NP
24
Ninepoint Partners
Ontario, Canada
$120M +$40.9M +2,301,107 +42%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$116M -$26.1M -1,470,094 -16%

CVE Hedge Fund Activity: Q3 2022 in Review

378 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cenovus Energy (CVE) for Q3 2022, worth a combined $14.4B — down 21% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CVE positions and 37 closed out — a net gain of 7 holders — while 155 added to existing stakes and 121 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $335M. The largest seller was GQG Partners, exiting entirely with an estimated $609M sold.

  • 378 institutional investors held Cenovus Energy (CVE) as of Q3 2022, up from 374 in Q2 2022.
  • Funds reported $14.4B of Cenovus Energy stock for Q3 2022, down 21% quarter-over-quarter.
  • 44 funds opened new Cenovus Energy positions in Q3 2022 and 37 closed out, a net change of +7 holders.
  • The largest Cenovus Energy buyer in Q3 2022 was Wellington Management Group, an estimated $335M added.
  • The largest Cenovus Energy seller in Q3 2022 was GQG Partners, an estimated $609M sold.

Based on aggregated 13F filings for Q3 2022.