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TC Energy

521 hedge funds and large institutions have $31.9B invested in TC Energy in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 52

54% more funds holding in top 10

Funds holding in top 10: 1320 (+7)

51% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 142

28% more capital invested

Capital invested by funds: $25B → $31.9B (+$6.9B)

9% more funds holding

Funds holding: 477521 (+44)

5.62% more ownership

Funds ownership: 65.11%70.73% (+5.6%)

34% less call options, than puts

Call options by funds: $142M | Put options by funds: $217M

Holders
521
Holders Change
+44
Holders Change %
+9.22%
% of All Funds
9.15%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
99
Increased
214
Reduced
142
Closed
52
Calls
$142M
Puts
$217M
Net Calls
-$74.4M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
376
Epoch Investment Partners
New York
$255K
DC
377
Davenport & Co
Virginia
$245K -$27.8K -626 -10%
RFM
378
Royal Fund Management
Florida
$244K +$11.1K +251 +5%
SWM
379
Spire Wealth Management
Virginia
$244K +$236K +5,327 New
UCFA
380
United Capital Financial Advisors
Texas
$237K +$7.89K +178 +4%
RE
381
RBC Europe
United Kingdom
$231K -$44.4K -1,000 -17%
DWM
382
Defined Wealth Management
Oregon
$229K
GIM
383
Grassi Investment Management
California
$229K
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$229K +$45.1K +1,017 +25%
RHBC
385
R.H. Bluestein & Co
Michigan
$229K +$222K +5,000 New
GWM
386
Geneos Wealth Management
Colorado
$223K
DP
387
Dearborn Partners
Illinois
$223K +$217K +4,885 New
CIA
388
Capital Investment Advisors
Georgia
$217K +$210K +4,745 New
RGC
389
Roberts, Glore & Co
Illinois
$216K +$209K +4,712 New
LF
390
Lee Financial
Texas
$215K +$171K +3,858 +457%
EFS
391
Essex Financial Services
Connecticut
$215K +$208K +4,690 New
LD
392
Lipe & Dalton
New York
$214K -$3.39M -76,539 -94%
PWA
393
Physician Wealth Advisors
Utah
$214K +$202K +4,550 New
DR
394
Davis Rea
Ontario, Canada
$210K -$47.9K -1,080 -19%
RB
395
Renasant Bank
Mississippi
$210K -$17.7K -398 -8%
Balyasny Asset Management
396
Balyasny Asset Management
Illinois
$208K +$202K +4,544 New
CT
397
Coastline Trust
Rhode Island
$207K +$201K +4,530 New
IB
398
Intrust Bank
Kansas
$206K +$200K +4,511 New
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$203K +$197K +4,439 New
TCM
400
Tradewinds Capital Management
Washington
$199K -$47.7K -1,075 -20%

TRP Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q1 2021, worth a combined $31.9B — up 28% from $25B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new TRP positions and 52 closed out — a net gain of 47 holders — while 214 added to existing stakes and 142 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $631M. The largest seller was Canada Life, cutting an estimated $351M.

  • 521 institutional investors held TC Energy (TRP) as of Q1 2021, up from 477 in Q4 2020.
  • Funds reported $31.9B of TC Energy stock for Q1 2021, up 28% quarter-over-quarter.
  • 99 funds opened new TC Energy positions in Q1 2021 and 52 closed out, a net change of +47 holders.
  • The largest TC Energy buyer in Q1 2021 was Beutel, Goodman & Co, an estimated $631M added.
  • The largest TC Energy seller in Q1 2021 was Canada Life, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2021.