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TC Energy

407 hedge funds and large institutions have $21B invested in TC Energy in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 142 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $187M | Put options by funds: $83.7M

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

3% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 142

0.84% more ownership

Funds ownership: 63.27%64.11% (+0.84%)

3% less funds holding

Funds holding: 420407 (-13)

10% less capital invested

Capital invested by funds: $23.4B → $21B (-$2.39B)

13% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 64

Holders
407
Holders Change
-13
Holders Change %
-3.1%
% of All Funds
9.07%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.4%
New
56
Increased
146
Reduced
142
Closed
64
Calls
$187M
Puts
$83.7M
Net Calls
+$103M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.74B +$122M +3,097,703 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.8B +$162M +4,112,641 +9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.37B +$56.3M +1,428,153 +4%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.11B -$33.5M -849,110 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.01B +$109M +2,761,986 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$962M +$43.6M +1,105,215 +4%
Deutsche Bank
7
Deutsche Bank
Germany
$957M -$42.2M -1,069,807 -4%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$932M +$5.21M +132,051 +0.5%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$573M +$174M +4,419,692 +38%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$473M +$14.7M +373,043 +4%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$466M +$48.6M +1,231,530 +10%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$394M -$1.3M -33,051 -0.3%
JP Morgan Chase
13
JP Morgan Chase
New York
$369M -$1.64M -41,699 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M +$5.44M +137,863 +1%
Franklin Resources
15
Franklin Resources
California
$335M -$2.64M -66,951 -0.7%
EIP
16
Energy Income Partners
Connecticut
$333M +$91.8M +2,327,600 +33%
Norges Bank
17
Norges Bank
Norway
$322M +$2.26M +57,382 +0.6%
CBOA
18
Commonwealth Bank of Australia
Australia
$313M +$8.47M +214,841 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$240M +$6.05M +153,446 +2%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$238M -$385K -9,771 -0.1%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$225M +$24.5M +620,906 +11%
TCA
22
Tortoise Capital Advisors
Kansas
$223M -$63.2M -1,601,490 -20%
Fidelity International
23
Fidelity International
Bermuda
$223M -$62.3M -1,579,704 -20%
Canada Life
24
Canada Life
Manitoba, Canada
$197M +$20.1M +509,384 +10%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$185M -$48.6M -1,232,033 -19%