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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.98B +$85.1M +1,918,656 +2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.67B +$62.9M +1,417,795 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.44B +$83.9M +1,891,010 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.38B +$71M +1,600,001 +6%
Capital International Investors
5
Capital International Investors
California
$1.24B -$210M -4,734,494 -15%
Deutsche Bank
6
Deutsche Bank
Germany
$1.17B +$38.7M +873,610 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.02B +$52.9M +1,192,862 +6%
Capital World Investors
8
Capital World Investors
California
$938M +$117M +2,637,458 +15%
Fidelity International
9
Fidelity International
Bermuda
$888M +$182M +4,108,971 +27%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$831M -$3.49M -78,638 -0.4%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$723M +$95.3M +2,149,425 +16%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$711M +$319M +7,188,892 +86%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$652M -$69.5M -1,566,111 -10%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$652M +$631M +14,222,349 +1,137,788%
Bank of America
15
Bank of America
North Carolina
$617M +$423M +9,541,409 +241%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$603M +$487M +10,980,186 +499%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$599M +$140M +3,160,173 +33%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$575M +$6.95M +156,805 +1%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$464M +$53.5M +1,206,343 +14%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$459M +$15.7M +353,376 +5%
Dodge & Cox
21
Dodge & Cox
California
$451M +$42.8M +966,127 +11%
Legal & General Group
22
Legal & General Group
United Kingdom
$425M +$269K +6,057 +0.1%
BCIM
23
British Columbia Investment Management
British Columbia, Canada
$422M +$110M +2,474,063 +37%
Norges Bank
24
Norges Bank
Norway
$415M +$53M +1,196,105 +15%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$372M +$76.9M +1,735,000 +27%

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.