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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
FFA
476
Farther Finance Advisors
California
$7.39K +$898 +22 +14%
RMC
477
Resources Management Corp
Connecticut
$7K +$3.06K +75 +75%
HC
478
Hoese & Co
Minnesota
$6.87K
GGI
479
Godsey & Gibb Inc
Virginia
$6.3K
Jones Financial Companies
480
Jones Financial Companies
Missouri
$5.38K -$21.9K -536 -80%
BWA
481
BDO Wealth Advisors
Florida
$5.33K
TIM
482
Tortoise Investment Management
New York
$5.25K
KFI
483
Key Financial Inc
Pennsylvania
$4.98K
EARNEST Partners
484
EARNEST Partners
Georgia
$4.69K
CSC
485
Caldwell Sutter Capital
California
$4.36K
LFG
486
Larson Financial Group
Missouri
$4.32K
AIM
487
Anchor Investment Management
South Carolina
$4.2K
KLWA
488
Kelly Lawrence W & Associates
California
$4.05K
AAG
489
Armstrong Advisory Group
Massachusetts
$4.04K
CT
490
Caldwell Trust
Florida
$4.04K
OLVIG
491
Oliver Lagore Vanvalin Investment Group
Michigan
$4.04K
EWM
492
Endurance Wealth Management
Rhode Island
$4K
BNP Paribas Financial Markets
493
BNP Paribas Financial Markets
France
$3.03K
ADL
494
Asset Dedication LLC
California
$3K
WAS
495
Winch Advisory Services
Wisconsin
$3K
WWP
496
WR Wealth Planners
Missouri
$2.46K
UB
497
UMB Bank
Missouri
$2.42K +$2.45K +60 New
TJHA
498
Thomas J. Herzfeld Advisors
Florida
$2.26K
CWC
499
Carolinas Wealth Consulting
North Carolina
$2.26K +$327 +8 +17%
DGAM
500
Desjardins Global Asset Management
Quebec, Canada
$2.1K +$2.12K +52 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.