We are live on ! Find out more
TRP icon

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
CFB
426
Cullen/Frost Bankers
Texas
$40.4K +$38.2K +936 +1,463%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$39.1K
RA
428
Rational Advisors
New York
$38.3K -$1.96K -48 -5%
GWSG
429
GPS Wealth Strategies Group
Colorado
$32.6K -$5.72K -140 -15%
OPTFSNA
430
Old Point Trust & Financial Services N A
Virginia
$32.3K +$32.7K +800 New
JWA
431
JFS Wealth Advisors
Pennsylvania
$31.1K +$9.19K +225 +41%
APC
432
Aspire Private Capital
North Carolina
$30.8K +$3.06K +75 +11%
SSB
433
Sandy Spring Bank
Maryland
$30.3K
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$28.4K +$15.1K +371 +112%
LFASL
435
Lugano Financial Advisors SA (LFA)
Switzerland
$26.8K +$20.4K +500 New
KA
436
Kozak & Associates
Colorado
$25K
BAAM
437
Baker Avenue Asset Management
California
$25K +$18K +440 +247%
AF
438
Allworth Financial
California
$24.5K +$9.55K +234 +63%
TCOV
439
Trust Company of Vermont
Vermont
$24.2K
RWPA
440
Richard W. Paul & Associates
Michigan
$21.7K +$2.94K +72 +15%
FCAG
441
First Capital Advisors Group
New Jersey
$21.3K +$21.6K +528 New
HPC
442
HM Payson & Co
Maine
$20.2K -$2.73K -67 -12%
FP
443
Financial Perspectives
Minnesota
$20.2K
HFM
444
Hartford Financial Management
Connecticut
$20K -$28.6K -700 -59%
FDCC
445
Foster Dykema Cabot & Co
Massachusetts
$20K +$19.8K +486 New
TSWM
446
Tyler-Stone Wealth Management
Ohio
$20K +$20.6K +504 New
PA
447
PSI Advisors
Florida
$19.8K +$286 +7 +1%
NSIM
448
North Star Investment Management
Illinois
$19.8K
WT
449
Washington Trust
Rhode Island
$19.8K
IPW
450
Impact Partnership Wealth
Georgia
$19K +$19.2K +470 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.