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TCN

Tricon Residential Inc.

Delisted

TCN was delisted on the 1st of May, 2024.

143 hedge funds and large institutions have $1.38B invested in Tricon Residential Inc. in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$227M)

4% more funds holding

Funds holding: 137143 (+6)

5% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $4.35M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
44
Reduced
46
Closed
23
Calls
$4.55M
Puts
$4.35M
Net Calls
+$208K
Net Calls Change
-$776K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$10.2M +$9.68K +1,184 +0.1%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$9.65M +$1.33M +163,093 +18%
PCM
28
Peregrine Capital Management
Minnesota
$9.09M +$8.43M +1,031,414 New
OCAM
29
Onex Canada Asset Management
Ontario, Canada
$9.02M -$2.17M -265,783 -21%
IIM
30
Intact Investment Management
Quebec, Canada
$8.68M -$734K -89,800 -8%
AFM
31
Anson Funds Management
Texas
$8.23M -$8.34M -1,020,545 -52%
CAM
32
Cidel Asset Management
Ontario, Canada
$8.01M
EMCIP
33
Ewing Morris & Co Investment Partners
Ontario, Canada
$7.2M +$5.93K +726 +0.1%
HIM
34
Hillsdale Investment Management
Ontario, Canada
$6.81M +$6.31M +772,400 New
Verition Fund Management
35
Verition Fund Management
Connecticut
$6.17M -$136K -16,673 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
$5.47M +$1.27M +155,775 +33%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$5.43M -$5.25M -642,729 -51%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$5.43M
Two Sigma Advisers
39
Two Sigma Advisers
New York
$5.27M -$164K -20,100 -3%
BMO
40
Beck Mack & Oliver
New York
$5.16M +$646K +79,009 +16%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.16M +$117K +14,250 +3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$4.99M
Fidelity International
43
Fidelity International
Bermuda
$4.85M -$434K -53,025 -9%
Morgan Stanley
44
Morgan Stanley
New York
$4.29M -$4.48M -548,563 -53%
Citigroup
45
Citigroup
New York
$4.23M +$3.84M +469,565 +4,774%
Northern Trust
46
Northern Trust
Illinois
$4.14M +$700K +85,636 +22%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.79M +$2.17M +265,600 +161%
LIP
48
Lighthouse Investment Partners
Florida
$3.61M +$3.35M +410,000 New
PIC
49
PCJ Investment Counsel
Ontario, Canada
$3.56M +$3.3M +403,940 New
CS
50
Credit Suisse
Switzerland
$3.22M +$238K +29,051 +9%

TCN Hedge Fund Activity: Q2 2023 in Review

143 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Tricon Residential Inc. (TCN) for Q2 2023, worth a combined $1.38B — up 20% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TCN positions and 23 closed out — a net gain of 6 holders — while 44 added to existing stakes and 46 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $52.6M. The largest seller was Cohen & Steers, exiting entirely with an estimated $45.3M sold.

  • 143 institutional investors held Tricon Residential Inc. (TCN) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.38B of Tricon Residential Inc. stock for Q2 2023, up 20% quarter-over-quarter.
  • 29 funds opened new Tricon Residential Inc. positions in Q2 2023 and 23 closed out, a net change of +6 holders.
  • The largest Tricon Residential Inc. buyer in Q2 2023 was Centersquare Investment Management, an estimated $52.6M added.
  • The largest Tricon Residential Inc. seller in Q2 2023 was Cohen & Steers, an estimated $45.3M sold.

Based on aggregated 13F filings for Q2 2023.