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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
SFA
376
Sequoia Financial Advisors
Ohio
$253K +$31.9K +781 +14%
FAIM
377
Financial Advocates Investment Management
Washington
$251K +$254K +6,213 New
MNBTD
378
Moody National Bank Trust Division
Texas
$250K -$82 -2 -0%
DWM
379
Defined Wealth Management
Oregon
$247K +$122 +3 +0%
VEA
380
Virtus ETF Advisers
New York
$234K -$60.9K -1,491 -20%
Skandinaviska Enskilda Banken (SEB)
381
Skandinaviska Enskilda Banken (SEB)
Sweden
$233K -$129K -3,150 -35%
MW
382
Marcum Wealth
Ohio
$230K +$233K +5,704 New
EGM
383
Engineers Gate Manager
New York
$230K +$233K +5,700 New
EIP
384
Epoch Investment Partners
New York
$225K
1WA
385
180 Wealth Advisors
Washington
$223K +$224K +5,485 New
NAM
386
NTV Asset Management
West Virginia
$216K
PTC
387
Private Trust Company
Ohio
$213K +$7.92K +194 +4%
BG
388
Benedetti & Gucer
Georgia
$212K +$214K +5,250 New
CA
389
Cetera Advisors
Colorado
$208K +$210K +5,149 New
ABLA
390
Alan B. Lancz & Associates
Ohio
$202K
GIM
391
Grassi Investment Management
California
$202K -$204K -5,000 -50%
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$201K +$206K +5,042 New
DCBT
393
Dakota Community Bank & Trust
North Dakota
$166K +$4.29K +105 +3%
QCG
394
Quadrant Capital Group
Ohio
$130K +$9.68K +237 +8%
SWM
395
Spire Wealth Management
Virginia
$127K +$5.59K +137 +5%
WTC
396
WhitTier Trust Company
Nevada
$126K +$115K +2,809 +909%
GRP
397
Global Retirement Partners
California
$124K -$1.63K -40 -1%
HI
398
Harbour Investments
Wisconsin
$122K +$2.61K +64 +2%
Lazard Asset Management
399
Lazard Asset Management
New York
$121K
SG Americas Securities
400
SG Americas Securities
New York
$108K -$8.25K -202 -7%

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.