TC Energy
304 hedge funds and large institutions have $14.5B invested in TC Energy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 119 increasing their positions, 100 reducing their positions, and 29 closing their positions.
102% more call options, than puts
Call options by funds: $202M | Put options by funds: $100M
19% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 100
0% more capital invested
Capital invested by funds: $14.4B → $14.5B (+$47.8M)
0.23% less ownership
Funds ownership: 46.94% → 46.71% (-0.23%)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
1% less funds holding
Funds holding: 308 → 304 (-4)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$84M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$79.8M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$46.7M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$42.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GMI
Greystone Managed Investments
Regina,
Saskatchewan, Canada
|
-$156M |
| 2 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$87.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.1M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$30.6M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$29.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSWM
326
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$22K | -500 | Closed |
|
|
I2I
327
Insight 2811 Inc
Chicago,
Illinois
| – | -$11K | -250 | Closed |
|
|
QT
328
Quantbot Technologies
New York
| – | -$8K | -200 | Closed |
|
|
LWA
329
Lenox Wealth Advisors
New York
| – | -$7K | -170 | Closed |
|
|
IFWM
330
Institute for Wealth Management
Denver,
Colorado
| – | -$4K | -100 | Closed |
|
|
GI
331
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -53 | Closed |
|
332
Envestnet Asset Management
Chicago,
Illinois
| – | -$1K | -30 | Closed |
|
TRP Hedge Fund Activity: Q3 2013 in Review
304 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q3 2013, worth a combined $14.5B — up 0.33% from $14.4B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of TRP and 28 opened new positions — a net loss of 1 holder — while 100 trimmed existing stakes and 119 added.
The largest buyer was Bank of Montreal, adding an estimated $84M. The largest seller was Greystone Managed Investments, cutting an estimated $156M.
- 304 institutional investors held TC Energy (TRP) as of Q3 2013, down from 308 in Q2 2013.
- Funds reported $14.5B of TC Energy stock for Q3 2013, up 0.33% quarter-over-quarter.
- 28 funds opened new TC Energy positions in Q3 2013 and 29 closed out, a net change of -1 holder.
- The largest TC Energy buyer in Q3 2013 was Bank of Montreal, an estimated $84M added.
- The largest TC Energy seller in Q3 2013 was Greystone Managed Investments, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2013.