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TC Energy

521 hedge funds and large institutions have $31.9B invested in TC Energy in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 214 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 52

54% more funds holding in top 10

Funds holding in top 10: 1320 (+7)

51% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 142

28% more capital invested

Capital invested by funds: $25B → $31.9B (+$6.9B)

9% more funds holding

Funds holding: 477521 (+44)

5.62% more ownership

Funds ownership: 65.11%70.73% (+5.6%)

34% less call options, than puts

Call options by funds: $142M | Put options by funds: $217M

Holders
521
Holders Change
+44
Holders Change %
+9.22%
% of All Funds
9.15%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
99
Increased
214
Reduced
142
Closed
52
Calls
$142M
Puts
$217M
Net Calls
-$74.4M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$4.76K
GAM
502
Gemmer Asset Management
California
$4K
M
503
MOTCO
Texas
$4K
EWM
504
Endurance Wealth Management
Rhode Island
$4K +$3.86K +87 New
ADL
505
Asset Dedication LLC
California
$3K
CL
506
COWA LLC
Oklahoma
$3K
CFD
507
Creative Financial Designs
Indiana
$3K
HI
508
Hudock Inc
Pennsylvania
$3K +$44 +1 +2%
FCA
509
FinTrust Capital Advisors
South Carolina
$2K
TWA
510
TCI Wealth Advisors
Arizona
$2K
BCA
511
Berman Capital Advisors
Georgia
$2K +$1.02K +23 +58%
CWM
512
Cranbrook Wealth Management
Michigan
$2K +$1.77K +40 New
FP
513
Fiduciary Planning
Florida
$2K +$2.13K +48 New
CWC
514
Carolinas Wealth Consulting
North Carolina
$1K
JWM
515
Janiczek Wealth Management
Colorado
$1K
CAL
516
Capital Analysts LLC
Pennsylvania
$1K +$1.02K +23 New
MAM
517
Meeder Asset Management
Ohio
$1K +$1.38K +31 New
BBHC
518
Brown Brothers Harriman & Co
New York
$124
SWM
519
Sugarloaf Wealth Management
Georgia
$14 +$177 +4 +1%
Nisa Investment Advisors
520
Nisa Investment Advisors
Missouri
$8
HAI
521
Hennessy Advisors Inc
California
-$25.5M -625,653 Closed
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
-$11.2M -274,882 Closed
ACG
523
Aventail Capital Group
New York
-$7.53M -185,000 Closed
VPI
524
Value Partners Investments
Manitoba, Canada
-$6.49M -159,780 Closed
Mitsubishi UFJ Trust & Banking
525
Mitsubishi UFJ Trust & Banking
Japan
-$5.14M -126,807 Closed

TRP Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q1 2021, worth a combined $31.9B — up 28% from $25B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new TRP positions and 52 closed out — a net gain of 47 holders — while 214 added to existing stakes and 142 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $631M. The largest seller was Canada Life, cutting an estimated $351M.

  • 521 institutional investors held TC Energy (TRP) as of Q1 2021, up from 477 in Q4 2020.
  • Funds reported $31.9B of TC Energy stock for Q1 2021, up 28% quarter-over-quarter.
  • 99 funds opened new TC Energy positions in Q1 2021 and 52 closed out, a net change of +47 holders.
  • The largest TC Energy buyer in Q1 2021 was Beutel, Goodman & Co, an estimated $631M added.
  • The largest TC Energy seller in Q1 2021 was Canada Life, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2021.