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TC Energy

514 hedge funds and large institutions have $32.2B invested in TC Energy in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 219 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 145

6% more capital invested

Capital invested by funds: $30.5B → $32.2B (+$1.73B)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0% less funds holding

Funds holding: 515514 (-1)

0.95% less ownership

Funds ownership: 78.58%77.63% (-0.95%)

49% less call options, than puts

Call options by funds: $175M | Put options by funds: $346M

Holders
514
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.07%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
52
Increased
219
Reduced
145
Closed
49
Calls
$175M
Puts
$346M
Net Calls
-$170M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
351
Phillips Wealth Planners
Mississippi
$341K +$2.21K +54 +0.6%
BRWA
352
B. Riley Wealth Advisors
Florida
$338K +$37.5K +919 +13%
BCA
353
Bay Colony Advisors
Massachusetts
$330K -$163K -4,003 -33%
NHT
354
New Hampshire Trust
New Hampshire
$321K +$1.14K +28 +0.4%
CLOS
355
Compagnie Lombard Odier SCmA
Switzerland
$319K
AAS
356
Avantax Advisory Services
Texas
$310K +$11.6K +285 +4%
LF
357
Lantz Financial
Illinois
$307K +$32.7K +802 +12%
DZ Bank
358
DZ Bank
Germany
$303K
SIA
359
Sit Investment Associates
Minnesota
$299K
QCM
360
Quantinno Capital Management
New York
$299K +$301K +7,380 New
PI
361
PFS Investments
Georgia
$296K +$29.7K +728 +11%
CCA
362
Checchi Capital Advisers
California
$295K +$29.2K +716 +11%
JWCA
363
J.W. Coons Advisors
Ohio
$288K -$7.96K -195 -3%
GWM
364
GSB Wealth Management
Connecticut
$285K
GIM
365
Groesbeck Investment Management
New Jersey
$283K -$61.9K -1,516 -18%
CC
366
Centiva Capital
New York
$283K +$286K +6,996 New
VVP
367
Venture Visionary Partners
Ohio
$281K +$4.45K +109 +2%
GSEP
368
Golden State Equity Partners
California
$281K +$284K +6,958 New
FTDI
369
First Trust Direct Indexing
Massachusetts
$278K +$17.2K +421 +7%
APWM
370
Argonautica Private Wealth Management
Massachusetts
$275K +$278K +6,798 New
FMTC
371
Farmers & Merchants Trust Company
California
$270K
CBFP
372
Cedar Brook Financial Partners
Ohio
$264K +$9.39K +230 +4%
GIA
373
Guyasuta Investment Advisors
Pennsylvania
$263K
Brown Advisory
374
Brown Advisory
Maryland
$260K -$13.4K -329 -5%
CCIA
375
Campbell & Co Investment Adviser
Maryland
$260K +$262K +6,423 New

TRP Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q2 2023, worth a combined $32.2B — up 5.7% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TRP positions and 49 closed out — a net gain of 3 holders — while 219 added to existing stakes and 145 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $246M. The largest seller was National Bank of Canada, cutting an estimated $442M.

  • 514 institutional investors held TC Energy (TRP) as of Q2 2023, down from 515 in Q1 2023.
  • Funds reported $32.2B of TC Energy stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 52 funds opened new TC Energy positions in Q2 2023 and 49 closed out, a net change of +3 holders.
  • The largest TC Energy buyer in Q2 2023 was Bank of Montreal, an estimated $246M added.
  • The largest TC Energy seller in Q2 2023 was National Bank of Canada, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2023.