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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
PA
401
Parallel Advisors
California
$101K +$86.5K +2,119 +571%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99.2K
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$89K +$23.5K +575 +35%
FHA
404
First Horizon Advisors
Tennessee
$87.2K +$46.3K +1,134 +111%
EWA
405
EverSource Wealth Advisors
Alabama
$81.9K -$572 -14 -0.7%
AIM
406
Arcadia Investment Management
Michigan
$80.8K
IA
407
IFP Advisors
Florida
$79.9K +$25.6K +626 +46%
SCA
408
Stonebridge Capital Advisors
Minnesota
$76.8K
AF
409
Advisornet Financial
Minnesota
$66.7K +$3.02K +74 +5%
BAMF
410
BI Asset Management Fondsmaeglerselskab
Denmark
$66K
SSG
411
Summit Securities Group
New York
$61K +$61.2K +1,500 New
TAIM
412
TD Ameritrade Investment Management
Nebraska
$59K -$3.55K -87 -6%
AIC
413
Archer Investment Corporation
Indiana
$53.7K
DAC
414
Dividend Assets Capital
South Carolina
$53K -$1.27M -31,062 -96%
RI
415
Ridgewood Investments
New Jersey
$52.7K +$41 +1 +0.1%
SPIA
416
Steward Partners Investment Advisory
New York
$52K +$572 +14 +1%
IGWM
417
ICA Group Wealth Management
Colorado
$51.1K -$7.63K -187 -13%
GIS
418
Grayhawk Investment Strategies
Alberta, Canada
$50.3K
HNB
419
Huntington National Bank
Ohio
$50.1K -$14.7K -361 -23%
BWL
420
Bogart Wealth LLC
Virginia
$46.1K
BCWM
421
Bartlett & Co Wealth Management
Ohio
$45.8K
BC
422
Bartlett & Co
Ohio
$45K
CCM
423
Chilton Capital Management
Texas
$42.4K
BTI
424
Blue Trust Inc
Georgia
$42K +$38.7K +948 +713%
Allspring Global Investments
425
Allspring Global Investments
North Carolina
$41.5K

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.