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TC Energy

477 hedge funds and large institutions have $25B invested in TC Energy in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 189 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

2% more funds holding

Funds holding: 467477 (+10)

0.86% less ownership

Funds ownership: 65.97%65.11% (-0.86%)

5% less capital invested

Capital invested by funds: $26.2B → $25B (-$1.21B)

16% less call options, than puts

Call options by funds: $223M | Put options by funds: $265M

22% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 189

50% less funds holding in top 10

Funds holding in top 10: 2613 (-13)

Holders
477
Holders Change
+10
Holders Change %
+2.14%
% of All Funds
8.44%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.23%
New
65
Increased
147
Reduced
189
Closed
49
Calls
$223M
Puts
$265M
Net Calls
-$41.2M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.46B +$9.43M +221,525 +0.3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.42B +$84.4M +1,981,682 +6%
Capital International Investors
3
Capital International Investors
California
$1.29B +$127M +2,984,414 +10%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.21B -$59.7M -1,401,761 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.16B -$97.6M -2,291,072 -7%
Deutsche Bank
6
Deutsche Bank
Germany
$1B -$199M -4,677,287 -16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$854M -$64.2M -1,507,978 -7%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$739M +$9.28M +217,888 +1%
Capital World Investors
9
Capital World Investors
California
$725M +$76.1M +1,786,951 +11%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$644M -$513M -12,034,977 -43%
Fidelity International
11
Fidelity International
Bermuda
$621M -$23.8M -558,454 -4%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$543M -$26.2M -615,783 -4%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$505M +$48.6M +1,141,267 +10%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$404M +$38.7M +907,939 +11%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$394M +$94.3M +2,214,527 +41%
Legal & General Group
16
Legal & General Group
United Kingdom
$377M +$13M +305,241 +3%
Canada Life
17
Canada Life
Manitoba, Canada
$374M +$59M +1,385,735 +18%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$362M -$4.67M -109,699 -1%
Dodge & Cox
19
Dodge & Cox
California
$362M +$365M +8,574,600 +2,694%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$338M +$19.5M +458,467 +6%
Norges Bank
21
Norges Bank
Norway
$319M -$31.6M -742,668 -9%
DZ Bank
22
DZ Bank
Germany
$274M -$3.31M -77,637 -1%
BCIM
23
British Columbia Investment Management
British Columbia, Canada
$274M +$96.6M +2,266,980 +51%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$270M -$160M -3,747,409 -36%
CS
25
Credit Suisse
Switzerland
$259M +$16.1M +378,986 +6%

TRP Hedge Fund Activity: Q4 2020 in Review

477 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q4 2020, worth a combined $25B — down 4.6% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TRP positions and 49 closed out — a net gain of 16 holders — while 147 added to existing stakes and 189 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $365M. The largest seller was T. Rowe Price Associates, cutting an estimated $513M.

  • 477 institutional investors held TC Energy (TRP) as of Q4 2020, up from 467 in Q3 2020.
  • Funds reported $25B of TC Energy stock for Q4 2020, down 4.6% quarter-over-quarter.
  • 65 funds opened new TC Energy positions in Q4 2020 and 49 closed out, a net change of +16 holders.
  • The largest TC Energy buyer in Q4 2020 was Dodge & Cox, an estimated $365M added.
  • The largest TC Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2020.