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TC Energy

543 hedge funds and large institutions have $29.5B invested in TC Energy in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 182 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

2% more funds holding

Funds holding: 531543 (+12)

3% more capital invested

Capital invested by funds: $28.6B → $29.5B (+$927M)

6% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 194

2.56% less ownership

Funds ownership: 76.01%73.45% (-2.6%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

42% less call options, than puts

Call options by funds: $288M | Put options by funds: $497M

Holders
543
Holders Change
+12
Holders Change %
+2.26%
% of All Funds
8.73%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
69
Increased
182
Reduced
194
Closed
48
Calls
$288M
Puts
$497M
Net Calls
-$209M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
376
Kula Investments
Illinois
$252K +$294K +6,781 New
CBFP
377
Cedar Brook Financial Partners
Ohio
$251K +$45.1K +1,039 +20%
MNBTD
378
Moody National Bank Trust Division
Texas
$247K
DWM
379
Defined Wealth Management
Oregon
$243K
DADC
380
D.A. Davidson & Co
Montana
$243K -$3.99K -92 -1%
AAS
381
Avantax Advisory Services
Texas
$238K +$694 +16 +0.3%
JWCA
382
J.W. Coons Advisors
Ohio
$237K -$9.98K -230 -4%
TC
383
TownSquare Capital
Utah
$234K +$255K +5,869 New
Brown Advisory
384
Brown Advisory
Maryland
$230K -$11.8K -272 -5%
CAM
385
Cresset Asset Management
Illinois
$228K -$84.2K -1,942 -26%
LSA
386
Leonteq Securities AG
Switzerland
$226K -$19.9K -459 -10%
LF
387
Lantz Financial
Illinois
$225K +$245K +5,649 New
H
388
HoyleCohen
California
$223K
EIP
389
Epoch Investment Partners
New York
$222K
LF
390
Lee Financial
Texas
$220K
AWA
391
Aaron Wealth Advisors
Illinois
$220K +$22.6K +522 +10%
NW
392
NewEdge Wealth
Pennsylvania
$217K -$55.2K -1,273 -19%
UCFA
393
United Capital Financial Advisors
Texas
$215K -$911 -21 -0.4%
ABLA
394
Alan B. Lancz & Associates
Ohio
$214K
GWM
395
GDS Wealth Management
Texas
$210K -$10.7K -246 -4%
TRCT
396
Tower Research Capital (TRC)
New York
$208K -$584K -13,459 -72%
CA
397
Cetera Advisors
Colorado
$208K +$226K +5,212 New
CGL
398
Clarius Group LLC
Washington
$206K +$224K +5,159 New
NAM
399
NTV Asset Management
West Virginia
$205K
GCP
400
GSA Capital Partners
United Kingdom
$202K +$219K +5,058 New