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Nutrien

501 hedge funds and large institutions have $17.5B invested in Nutrien in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 142 increasing their positions, 177 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $309M | Put options by funds: $68M

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $14.3B → $17.5B (+$3.2B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more funds holding

Funds holding: 458501 (+43)

0.15% less ownership

Funds ownership: 63.5%63.36% (-0.15%)

20% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 177

Holders
501
Holders Change
+43
Holders Change %
+9.39%
% of All Funds
8.87%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
89
Increased
142
Reduced
177
Closed
37
Calls
$309M
Puts
$68M
Net Calls
+$241M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.51B -$211M -4,769,149 -13%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.05B -$52.9M -1,197,622 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$825M +$1.04M +23,552 +0.1%
Dodge & Cox
4
Dodge & Cox
California
$716M -$6.51M -147,200 -1%
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$645M -$17.9M -405,858 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$639M +$248M +5,617,058 +73%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$562M -$15.9M -360,228 -3%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$526M -$54.6M -1,234,462 -11%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$491M +$37.9M +858,296 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$486M
TD Asset Management
11
TD Asset Management
Ontario, Canada
$462M +$32.4M +734,048 +8%
BCIM
12
Black Creek Investment Management
Ontario, Canada
$407M -$12.4M -279,540 -3%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$385M +$10M +226,852 +3%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$342M -$53M -1,198,865 -14%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$332M +$7.62M +172,291 +3%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328M -$11.8M -267,088 -5%
Capital Research Global Investors
17
Capital Research Global Investors
California
$293M +$144K +3,248 +0.1%
Canada Life
18
Canada Life
Manitoba, Canada
$276M -$4.57M -103,375 -2%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$274M -$43.8M -991,859 -15%
Ameriprise
20
Ameriprise
Minnesota
$273M -$10.7M -241,966 -4%
Invesco
21
Invesco
Georgia
$270M -$5.78M -130,756 -2%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$266M +$2.17M +49,189 +0.9%
Fidelity International
23
Fidelity International
Bermuda
$260M +$218M +4,933,473 +1,068%
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$257M +$14.4M +325,126 +7%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$232M -$18.3M -414,715 -8%

NTR Hedge Fund Activity: Q4 2020 in Review

501 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nutrien (NTR) for Q4 2020, worth a combined $17.5B — up 22% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NTR positions and 37 closed out — a net gain of 52 holders — while 142 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Royal Bank of Canada, cutting an estimated $211M.

  • 501 institutional investors held Nutrien (NTR) as of Q4 2020, up from 458 in Q3 2020.
  • Funds reported $17.5B of Nutrien stock for Q4 2020, up 22% quarter-over-quarter.
  • 89 funds opened new Nutrien positions in Q4 2020 and 37 closed out, a net change of +52 holders.
  • The largest Nutrien buyer in Q4 2020 was Fidelity Investments, an estimated $248M added.
  • The largest Nutrien seller in Q4 2020 was Royal Bank of Canada, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2020.