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TC Energy

467 hedge funds and large institutions have $26.2B invested in TC Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

4% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 169

0% more funds holding

Funds holding: 465467 (+2)

4% less capital invested

Capital invested by funds: $27.4B → $26.2B (-$1.22B)

2.23% less ownership

Funds ownership: 68.2%65.97% (-2.2%)

28% less call options, than puts

Call options by funds: $133M | Put options by funds: $184M

Holders
467
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
51
Increased
175
Reduced
169
Closed
44
Calls
$133M
Puts
$184M
Net Calls
-$50.9M
Net Calls Change
-$62.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Parsons Capital Management
Rhode Island
$210K -$51.5K -1,125 -18%
UCFA
352
United Capital Financial Advisors
Texas
$210K -$2.2K -48 -1%
GIM
353
Grassi Investment Management
California
$210K
DP
354
Dearborn Partners
Illinois
$205K
AP
355
Advisor Partners
California
$205K +$223K +4,875 New
ASN
356
Advisory Services Network
Georgia
$204K -$21.5K -469 -9%
RGC
357
Roberts, Glore & Co
Illinois
$204K -$1.14K -25 -0.5%
XM
358
XTX Markets
New York
$203K +$221K +4,820 New
KAS
359
Kestra Advisory Services
Texas
$200K +$3.34K +73 New
AA
360
AlphaMark Advisors
Kentucky
$187K -$48K -1,050 -19%
FC
361
FORA Capital
Florida
$174K +$189K +4,134 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$173K -$3.98K -87 -2%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$169K -$18K -394 -9%
AWM
364
Avior Wealth Management
Nebraska
$157K +$90.8K +1,985 +112%
First Manhattan
365
First Manhattan
New York
$153K -$18.3K -400 -10%
PCG
366
Private Capital Group
Connecticut
$152K +$595 +13 +0.4%
TCOV
367
Trust Company of Vermont
Vermont
$141K +$9.15K +200 +6%
GWS
368
Glassman Wealth Services
Virginia
$131K +$12.7K +278 +10%
Lazard Asset Management
369
Lazard Asset Management
New York
$126K
BBHC
370
Brown Brothers Harriman & Co
New York
$113K
LAS
371
Lloyd Advisory Services
Georgia
$105K +$20.7K +453 +22%
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K -$38.4K -840 -25%
APA
373
American Portfolios Advisors
New York
$102K -$3.34K -73 -3%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$101K
AIL
375
AGF Investments LLC
Ontario, Canada
$96K

TRP Hedge Fund Activity: Q3 2020 in Review

467 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q3 2020, worth a combined $26.2B — down 4.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TRP positions and 44 closed out — a net gain of 7 holders — while 175 added to existing stakes and 169 trimmed.

The largest buyer was Capital World Investors, adding an estimated $503M. The largest seller was Bank of Montreal, cutting an estimated $842M.

  • 467 institutional investors held TC Energy (TRP) as of Q3 2020, up from 465 in Q2 2020.
  • Funds reported $26.2B of TC Energy stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 51 funds opened new TC Energy positions in Q3 2020 and 44 closed out, a net change of +7 holders.
  • The largest TC Energy buyer in Q3 2020 was Capital World Investors, an estimated $503M added.
  • The largest TC Energy seller in Q3 2020 was Bank of Montreal, an estimated $842M sold.

Based on aggregated 13F filings for Q3 2020.